There seems to have some update on the candadian Govt-Google matter and they will pay ~610 Cr p.a. Which is discussed in this post.
Posts tagged Value Pickr
Long term investment strategy (Buy, hold but don’t forget) (01-12-2023)
It is impossible to time sector
Best thing is to stay invested until fundaments change(5-10-15 yrs)
On the contrary, parag parikh advises to invest in sector which is out of favour and stay away from hot sectors and dont follow crowd.
Companies with 20%+ growth guidance for next few years (01-12-2023)
Well, they don’t exactly call themselves contract manufacturers. Buy yes they are. They develop the design with their customers and try to make it cheaper and efficient with time.
And they refer to Bloom energy as partner not as customer
Thanks
Praveen
Flair Writing Industries Ltd – Large distributor network | Market Leader (01-12-2023)
For me, it is richly valued and not yet sure on future growth %. Thanks.
HBL POWER SYSTEMS: Booting-up for the Race of the Century (01-12-2023)
When there is sectoral tailwinds , everyone wants good margins and so companies become choosy.
Similar thing is happening in T&D sector. Read their concalls. Their order book is at 3-4x FY23 revenue. Still more orders are coming. Now, companies are very selective in bidding for the orders.
Disc: have small tracking position.
Companies with 20%+ growth guidance for next few years (01-12-2023)
Thanks praveen
Went through Q2 FY 24 Concall.
Page 10,13,16
I could find new variant, which is simply a higher capacity model.
I could find eletrolyser as being a new product but that is different from FC.
I think Earlier i misread your note as “new variant of technology”
So basically MTAR is a contract manufacturer …yes ?
Concall transcript.
6fa2fc84-f88c-4b43-a167-b19918f9faee.pdf (3.4 MB)
D.not invested.
Long term investment strategy (Buy, hold but don’t forget) (01-12-2023)
Thank you for the reply @abhikjha
I think that is precisely the point of understanding cycles better. Had you invested in INFY in the 1990s and L&T in 2000-07, you would have taken advantage of the multiple rerating these companies enjoyed. But had you gotten in at the wrong time, you would have suffered.
Over a long term, the returns of all these companies beat the index, but most of the returns for INFY were made in 1993-2000, and those for L&T were made in 2000-2007. This is where the outperformance will come from for an individual investor.
Bulk Deals Daily Log (01-12-2023)
Date: 30th November, 2023
Link: https://www.nseindia.com/report-detail/display-bulk-and-block-deals
- Genesys International Corporation
Hitesh Satish Doshi seems to have gotten into the company. Graviton is an HFT fund so their deal doesn’t make as much sense.
What is very interesting about this company though is that I recently read that they had gotten into a partnership with the Survey of India for a project. This information combined with the bulk deals certainly makes me interested, however on the surface of it, the company does seem a little overvalued.
- Industrial Investment Trust
The buying amount by the buyer is higher than the selling amount by the seller, which means the buyer picked up more from the table. At a cursory glance, it seems to be a investment holding company, not of great interest to me right now, but I’ll surely look into the company in the next few days.
I think these are largely the two ideas I’ve gotten some kind of interest in here, the others mostly seemed to be linked with the recent IPO’s or with some trading of HFT firms, which frankly doesn’t interest me as much.
See you in the next post.
Raymond – The Complete Man (01-12-2023)
Communication from independent directors:
