Posts tagged Value Pickr
Mann’s Portfolio (14-11-2023)
Q2 तक 1700 करोड़(TTM Revenue)तो हो ही गयी है.
AA – Abhishek’s Attic (place to store stuff to clear my head)! (14-11-2023)
Hi Abhishek, though virtually, I am also testing somewhat similar strategy, it is giving good returns, it has been 4 months since I started it, so far got 35% absolute returns. I have a small question about back testing, my stock universe is Nifty500, how do we get to know historical data about which are the top stocks as the top stocks keep on changing?
52 week highs and all time highs strategy (14-11-2023)
Keep an eye on CAMS to explode.
Stocks related to stock markets like CDSL, BSE and even AMCs like Motilal Oswal are firing so CAMS too may start to rally along soon
Currently at 52 week Highs, looking to breakout from a base formed in weekly timeframe
Piramal Enterprises Ltd (13-11-2023)
Thanks for sharing it!
Does the management set any outlook for ROE?
Bull therapy 101-thread for technical analysis with the fundamentals (13-11-2023)
I am reading your threads for a while now and realize that valuation and charts are as important to you as anything else, if not the most important.
Do you have your eyes or views on Jindal saw which falls in that category and only at 12 PE till a couple of weeks back. I am specially asking you this since you discussed good luck.
A good candidate for rerating. at 97 RS on market smith, could be another doubler till March 2023.
Shilpa Medicare -Racing away on the Oncology API highway! (13-11-2023)
Got it, thanks and Do you think it’s fair to compare this company with Biocon only if we specifically take their biology business and compare with Biocon, so if you see Biocon being one of the first, well established and well experience player isn’t doing well in their biologic division the business hasn’t done anything since a long time even though they are into this biologic segment and had few launches since last 3 years even though market hasn’t been rewarding it very well or it’s not been well received (I know their fundamentals aren’t improving due to huge investments required upfront and a long gestation period before they could even Monetize them) by market or investors even today investors are shying away from this space even when there is huge potential in the future considering the numbers of expiry of patents, High Margins, TAM, high entry barriers due to patent or high R&D time and expense. why do we think markets will be rewarding SHILPA Medicare well or even better than Biocon given that they are the early movers with many ANDAs in the pipeline.
Is it fair to compare just on their Biologic business or are we being quite optimistic on their growth in their biologic business?
Appreciate your thoughts on this.
Affle India – India Mobile Internet Advertising Leader (13-11-2023)
Thanks for the post. I think you have summed up the updates from the concall perfectly. I mostly agree with your analysis and on the short term there may be consolidation. However on a long term there is a strong chance for Affle to do well because its a niche company and most of their business is CPCU (RoI) based. Also the preferential shares issued to the Gamnat Pte (Govt of Singapore) are at a higher price. The company has confirmed that this won’t change despite the recent correction in the market price. I think this is a good pivot for small investors like us.
Disc : Invested at higher level and hence biased
Evaluation of my portfolio (13-11-2023)
Please review my portfolio
Swiss Military Consumer Goods (13-11-2023)
Thanks for sharing this Vivek. I’ve also been following this stock from few days.
What is not very clear is what are they really manufacturing and what are they just sourcing and branding it to sell online.
The Fixed assets of <= 1cr and asset light model as per the latest Investor presentation, it seems like they’re just a trader trying to in-cash the brand name.
Any deep insight on the operations will be helpful.