Definitely yes sir. Very good thought.
Posts tagged Value Pickr
Smallcap momentum portfolio (16-06-2024)
Hi @visuarchie sir, tomorrow 12 PM is it okay, for a meet, I will send a link for a doubt clearing session.
Hariom Pipes Ltd: A Capex Play! (16-06-2024)
Does the business need to do additonal capex to fuel the 2500 revenue goal?
If not it could work on debt reduction and lead to growing positive cash flows
Introducing StockInsights.ai: AI-Powered Equity Research Tool (16-06-2024)
Great work, if its possible can you let me know about the platform and sw stack used , llm models ?
DELHIVERY – One stop solution for shipping and parcel delivery (16-06-2024)
Prabudhas Liladhar recommends to buy delivery with target price Of 530
delhiver-20-5-24-pl.pdf (744.0 KB)
Investing Basics – Feel free to ask the most basic questions (16-06-2024)
A company is done with capex and from hereon they will be generating good volumes…can we call this as operating leverage?
Praveg Ltd: Play on Indian Tourism Industry! (16-06-2024)
Most of the resorts are seasonal and impacted by weather. Having asset heavy structure, more direct manpower will increase cost to the books, which is round the year cost!. Seasonal resort with outsourcing model is more cost competitive and have higher margin as it offset seasonality.
Rapid growth of tents, without evaluating much about cost and profit model and learning from the past operational tents about hits and misses will provide more inputs for future tents opening but it seems Praveg is going very rapdily by dilutig equity and drastical reduction in EPS
The kind of valuation Praveg is getting does not leave any margin of safety.
Buy Unlisted Shares (16-06-2024)
Goodpart, Incred will have some say in deciding pricing now and i would be surprised if price goes below 38-40 now, here on OYO fundamentals and P&L of the company will dictate pricing. Time to average was between 32-34 and now.
Disc : Invested and increased position.
Buy Unlisted Shares (16-06-2024)
Goodpart, Incred will have some say in deciding pricing now and i would be surprised if price goes below 38-40 now, here on OYO fundamentals and P&L of the company will dictate pricing. Time to average was between 32-34 and now.
Disc : Invested and increased position.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (16-06-2024)
@amit.wilson
Hi Amit. Kind words.
I’m still refining the structure of this tracker. I can send you a weekly email with the updated tracker though if you want. Please DM your email.
Aadhar