I stay in ahmedabad, can i be part of the group
Posts tagged Value Pickr
IDFC First Bank Limited (10-12-2023)
That VV won’t resign or will not be thrown out is the bet we are taking. Otherwise we will never be able to invest in any company as anything can happen. One has to take a chance to make money.
ValuePickr Ahmedabad (10-12-2023)
Hi, Please let me add in Ahemdabad group.
Great articles to read on the web (10-12-2023)
Full Transcript from CNBC’s “Charlie Munger: A Life of Wit and Wisdom
Multi-Disciplinary Reading – Book Reviews (10-12-2023)
Awesome …am trying my self the same…writing note on iPhone is easier by dictating but read at night and wife doesn’t even tolerate the kindle illuminating her dreams
Avanti Feeds (10-12-2023)
What are the chances that anti dumping duty is imposed on India along with Eucador and Indonesia? Near term uncertainity is hanging on business model of Avanti feeds in my opinion. what are the signs to look out for revival in shrimp industries till anti dumping duty is imposed on Eucador and Indonesia?
Screener.in: The destination for Intelligent Screening & Reporting in India (10-12-2023)
2 Requests
One for valuepickr guys
when someone mentions name of a company in reply or post it should automatically turn clickable redirect to home page page of screener with that particular company profile open.
2nd request
Screener guys kindly allow us to search a particular keyword from particular company only like to check whether that company mentioned that keyword ever in their concalls .
Thank you
Phillips Carbon Black (10-12-2023)
Special Conn call on 28.11.2023
BULL in BEAR Market (10-12-2023)
Arbitrage Funds is relevant for people in highest tax bracket (( esp post Feb 2023 budget )
Rest can invest in liquid funds … Not much difference in performance for last so many years …
Long term Gilt are play on interest rate … That is different game …
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (10-12-2023)
Thank you @nirvana_laha and @manpritaurora for this awesome thread. Loved the detailed analysis. This came to my attention after @hitesh2710 and @phreakv6 had posted about it recently. It’s run up a bit, but still seems reasonably valued.
I had a question regarding sub-component exports. I guess it’s still early stages, but what subcomponents are they seeing the demand for – is it only related to exhaust systems and gensets? In their latest earnings call, they said “…establishing an export business, which is for emission systems for smaller tractors, gensets as well as subcomponents, which is part of our backward integration already.” So are these subcomponents related to emission systems and gensets only? What about suspension related opportunities? While they are not that big in India there, they still claim to have a market share of 10% in suspension systems in their Q2 investor presentation. Are export opportunities strong there too?
Will be great to get any additional insights on this. Thank you.