Meeting with the management of Mallcom within the next week, please share list of questions (if any).
Posts tagged Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (21-11-2023)
Among lots of IT companies in India what are the ones you are tracking and reasons
Raymond – The Complete Man (21-11-2023)
Recently the md of Raymond came into news
Regarding his divorce and wife’s allegations of torture . How do you see it ?
Titan Company Ltd : a three decade old company (21-11-2023)
If thats the case ( they will grow at 15% CAGR) then investing at current PE above 90, is it risky?
Biocon – The ultimate biosimilars play! (21-11-2023)
This is on Stockedge Sir
Praveg Ltd: Play on Indian Tourism Industry! (21-11-2023)
I tend to update it once each month. The sheet is updated with latest concall updates.
Please do comment in the sheet if u see some discrepancies.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (21-11-2023)
Timely clarification 
Ugro nbfc clarification.pdf (549.9 KB)
Ugro nbfc clarification release.pdf (556.6 KB)
The harsh portfolio! (21-11-2023)
I like Satia Industries too at these valuations.
Titan Company Ltd : a three decade old company (21-11-2023)
It is revenue. At this base they can’t grow faster. That is 15% CAGR.