I had high hopes on this counter but looks like the promoter is only interested in “ghotala”
Posts tagged Value Pickr
Dynacons Systems & Solutions Ltd – A growing IT company (31-10-2023)
If you look at the half yearly PAT and EPS, and the YoY PAT then the numbers are fantastic, but YoY EPS is baffling me as well. I am relatively new to Fundamental Analysis. I looked and there is no bonus/split given. Can some experienced hand help us understand the EPS part. Per screener there are a total 1.27 Cr shares outstanding which matches the figures at BSE and NSE.
Praveg Ltd: Play on Indian Tourism Industry! (31-10-2023)
Excatly. That amalgamation notice looks completely bonkers. Revenue of Praveg is 14.9 crores and valuation ~130 crores. Both these numbers are ridiculous. I would like to know what were the board members hooked on when signing that contract. Is there a way I can complain to SEBI. The minority shareholders are being robbed in daylight.
Shakti Pumps – solar shakti (power)! (31-10-2023)
Some patents are meaningless. Look at the number of patents files by ITC and IBM
Deepak Fertilizers and Petrochemicals (31-10-2023)
Gas prices are moving up wildly
Dynacons Systems & Solutions Ltd – A growing IT company (31-10-2023)
I am invested at present but the anticipatory rise in the share price may ebb soon I fear…
Tips Industries Limited – Ready to RACE ahead! (31-10-2023)
In Q2fy24 con call mgnt said per song cost Avg Rs 6L-7L (spent ₹52 Crore for 900 songs). 3 Y cagr expected for Top line 30% ,bottom line 40%( cy(e) 50%). Sooner or later will get into Instagram which will spike bottom line.
Great articles to read on the web (31-10-2023)
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“A year ago, Netflix was losing 1 million subscribers per quarter and had shed 75% of its market cap. It was the worst performing stock in the S&P 500. Fast-forward one circumnavigation of the Sun, and Wall Street is “gushing” over its “beautiful” results while the rest of the industry flounders.”
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“In 2015, Netflix registered negative $840 million in free cash flow. By 2017, that number was negative $2 billion; two years later, negative $3 billion. Fearless spending was its differentiator. Capital as a weapon, if you will — specifically, cheap capital. Original content spending at Netflix grew faster than at any other streaming service, and by 2021 the company was investing $18 billion on content per annum, with free cash flow still in the red. Meanwhile, the legacy media players were beholden to a different investor base that wouldn’t tolerate the losses needed to go toe-to-toe with the streaming platform. Netflix is now firmly profitable in all aspects of the business. It is the only entertainment company with a profitable DTC streaming business, and the legacy players are playing catch up.”
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“Netflix’s decision to increase subscription prices this quarter reflects the strength of the platform. It has reached utility status.”
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“Research has found that introducing lower-quality products actually increases sales of your higher-margin premium products”
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“The most valuable companies in the world all have one thing in common: They build a thick layer of innovation on top of investments made by the premier VC in history, the U.S. government.”
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“Suits was the most streamed show across all platforms for three straight months this year, hitting the record for most-ever weeks at No. 1. This is the Netflix Effect in action: Take a solid series, reheat it, and make it the most consumed content on the planet.”
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“Streaming was not the company’s only bold pivot. In 2011, despite its reputation as a “platform,” Netflix decided to foray into original content. At the time, it seemed absurd. The company was going up against Universal, Paramount, Warner Bros., Disney, and Sony — Hollywood titans known in the industry as the Big Five. Still, Netflix dove in headfirst, spending $2 billion on content in Year One. One of its first original series, House of Cards, went on to earn 33 Emmy and 8 Golden Globe nominations.”