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Posts tagged Value Pickr
Sky Gold ltd. – Will it reach the sky? (02-01-2024)
An Interesting Fact,
I was watching an interview of the JMD of RBZ Jewellers Ltd. He said that Organized Jewellery Retailers Has 40% Market Share, but organized manufacturers have only 15% market share. So, there is a gap. As the retailers are expanding their stores, they need more organized retailers to fulfil the demand.
Tracxn Technologies (02-01-2024)
No listed peer is available. Yeah, you are right. Only 5-6 Players are available in this market.
Data is also available for public markets also. But we use platforms like screener, tickertape etc. Because they show those data in an organized manner. Also, it is difficult to get data for private market compared to public market. So, Private Equity investors have to use any platform for research.
Sky Gold ltd. – Will it reach the sky? (02-01-2024)
Don’t know why they have issued at lower price, but i think that they gave some discounts as the stock price was high.
And they need this additional capital for working capital. They are guiding for 4,500 Crores to 5,000 Crores of revenue which is 50%-60% Growth. For this much growth they need working capital. Already they have taken debt. But they need more money for this much growth.
South Indian Bank (02-01-2024)
thank you for your honest feedback. 
PayTM (One 97 Communications Ltd) (02-01-2024)
I think they have shut Paytm Postpaid which was their BNPL and are focusing on Personal Loans.
VijayKiran (VK) Long Term Portfolio Mistakes & Learnings (02-01-2024)
Vijay
Happy New Year!!
Can you please share this excel for portfolio tracking? [removing your stocks]
Thanks!!
Hitesh portfolio (02-01-2024)
@hitesh2710 sir you are the real GURU Dhronacharya for us
i thank you for all the guidance you provide and wish you a Happy new year with a lot of success and joy 
The harsh portfolio! (02-01-2024)
Hello @harsh.beria93,
Congratulations on the great performance and detailed analysis.
As you are largely invested in Small caps, Nifty might not be the best benchmark. You can create a portfolio market cap weighted benchmark : 60% * BSE Small Cap+ 20%* CNX Midcap + 20% * Nifty etc. based on allocations.
Another option is to compare with the leading PMS’ with consistent long term compounding. Your true opportunity cost lies there as you are unlikely to simply pick a Nifty index fund if not investing on your own.
I use a average returns index from 3 funds
- SageOne Small Cap
- @aveekmitra’s Aveksat Equity
- @ayushmit’s Mittal Analytics
Once again Congratulations for your great research and coverage across such broader areas with ever increasing circle of competence.