This article explains Trent’s high PE
Posts tagged Value Pickr
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (27-12-2023)
Looks like conflicting messages, and too early to call on current year’s cane cultivation and sugar production – At the national level, the sugar production is expected to reach 305 lakh tonnes as against the 291.50 lt at the start of the crushing season.
Maharashtra, as per the fresh estimates, would produce 90 lt (7.55 lakh tons estimated earlier), while Karnataka’s production figure would stand at 42 lt.
Q&A with Kuntal Shah: Working through an uncertain world (27-12-2023)
Detecting Frauds, ‘Selling’ Right, Avoiding Value Traps | The Wealth Formula
Might be useful for investors
ValuePickr- UAE (Dubai) (27-12-2023)
Hi,
I’m excited about the initiative to organize meetups for ValuePickr members in Dubai. Connecting once a month to share learning and collaborate on Indian Equity sounds like a great idea.
I’m definitely interested in joining the group and contributing to discussions on valuation methods, stock research/analysis, and relevant tools. I appreciate the focus on maintaining a professional and knowledge-sharing environment.
Looking forward to more details about the upcoming meetups and being part of the community.
Best regards,
Karthick
Steel Strips Wheels Limited – Attractive Valuations (27-12-2023)
6,46,042 sale by promoter in August 2023 is just 0.41%
The recent sale is less than half of that. The promoter holds over 62% stake in the company. So this share sale need not be given much importance, IMHO.
Priyank’s Portfolio (27-12-2023)
I bought it at a lower price but added it at a higher price. At the time of exit, I was around 20% up in total.
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I don’t have anything against Max India. The business has a lot of potential and I continue to like it.
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I sold it because there are a few other businesses that seem attractive and I would like to invest there so I needed cash. I am not expecting Max’s earnings to shoot up in the short term and felt comfortable to exit.
Trent — A value unlocking story from the house of TATA (27-12-2023)
Thanks Surender, Great Conversation. Forcing me to relook and again delve deep into the business. I agree that market may keep companies at significant overvaluation for long times. But in this case difficult to sense or consider that it is fairly valued at this price point. I honestly do not have any idea or special insight that may answer your query.
Off Tangent:- The sports retail sector gives a fair example of what you mean by hidden insigts. 50% CAGR growth across companies as mentioned below. Did anyone anticipate and understand how to adjust this kind of growth. There are various aspects that are difficult to analyse as retail investors. This maybe the type of hidden insight or anticipation that market has that we don’t.
Sportswear brands ride the athleisure wave, double India biz in two years (business-standard.com)
Steel Strips Wheels Limited – Attractive Valuations (27-12-2023)
I was going thorugh the insider trading data
I found SSWL mgnt itself is selling holdings.
Rajesh Trikha: Executive director of SSWL
Sold: 8,02,455 on 20-Dec
Naveen Sorot : CFO SSWL
Sold: 10,78,052 on 20-Dec
SUNENA GARG: Promoters
Sold: 7,92,35,280 on 14-Dec-23
Is something fishy ongoing ?
Investing Basics – Feel free to ask the most basic questions (27-12-2023)
Can the promoter know on any given day who are the shareholders in their company…or they come to know at the end of the quarter?
Trent — A value unlocking story from the house of TATA (27-12-2023)
Not an expert at numbers . Valuation wise there is no doubt its expensive and may remain so till growth keeps coming .
My understansing of business from a business perspective is with time per store economics may go up / sales per store .
Also most of retailers open up multiple store close the ones with lower economics and over a period of time you get good output.
Also lot of cross sell & spend per customer goes up over period may be economics of business may improve
Note : this is my understanding not an expert but a observation from a pure dhando perspective