Hi,I hold Lincoln Pharma since 2020.What is your take
Posts tagged Value Pickr
How to value a cafe business? (26-11-2023)
Not sure it’s helpful in this context. I have worked with CCD for over a decade and the only value left in that business is of 50k vending machines that they operate. Cafe business doesn’t generate 4 cr avg annual revenue per store in ccd.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (26-11-2023)
Gensol Engineering to manufacture electric reverse trike
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Neuland Laboratories Limited – Transformation towards niche APIs? (26-11-2023)
From Neuland Q2 FY24 Investor presentation,
Biotech companies are more aggressive in focusing on small molecules, hence they have a higher approval rate compared to Big Pharma companies, which are continuing to focus on biologics.
I used to assume that the biotech companies focuses more on biologics as they have bio in its name.
If they focuses more on small molecules, why did they have bio in its name?
The harsh portfolio! (26-11-2023)
Hello Raj
Nothing really right or wrong about any approach in selecting stocks … Idea should be to avoid landmines and even if you make mistakes they should be small mistakes …
all the best
Malolan
ValuePickr Ahmedabad (26-11-2023)
I am from Ahmedabad. Please add me to group and do let me know if there is any planned meeting.
ValuePickr Ahmedabad (26-11-2023)
I m from Ahmedabad…pls add group and arranged meeting…
Long term investment strategy (Buy, hold but don’t forget) (26-11-2023)
Because i prefer small cap companies having <35 PE whether it is my first buy or repeat buy.
When we buy compies after 2-3 yrs, mcap and PE are usually higher than your first buy but i keep these 2 criteria in my mind during repeat buy also.
Thanks
Raymond – The Complete Man (26-11-2023)
I also had this guy feeling from whatever I read in interviews of the involved parties (that Ambni’s may be fishing in troubled waters or may be troubled itself fuelled by them.
Raymond’s is doing wonderfully well under GS…He himself invested back his share of money received from consumer deal by subscribing to equity at market price.
Iets see if GS will overcome this tide. I feel he will
Long term investment strategy (Buy, hold but don’t forget) (26-11-2023)
In case of business owners and promoters, their most of the networth is in their own company. They may have control over many internal decision making but still they dont have control over external factors affecting their company, also competitive scenario etc. When i read concalls, many promoters dont have much idea beyond 3 to 6 months even in their own business segments and trends of their sectors…global factors affecting their businesses…Still more than 90-95% networth they hold in just 1 company, their own…What must be their thought process?