Here are my notes on this if you are interested to get in some more details:
LT Foods-Daawat.pdf (306.3 KB)
Posts tagged Value Pickr
Pratik’s Portfolio – Review (16-10-2023)
Promoter commented that they are market leader and they might have more than 50% market share. He couldn’t comment on why others are not in the business yet. It didn’t seem like there are significant barriers to entry here but they seem to have an early mover advantage as supported by recent orders.
Pratik’s Portfolio – Review (16-10-2023)
The numbers I have quoted above is based on a recent promoter interview. Revenue from EV segment is not concrete yet and is dependent on them being successful in selling EV closer to 2 shift capacity (commercial production not yet started but close). Revenue from Solar segment seems more or less certain.
Pratik’s Portfolio – Review (16-10-2023)
Added Affordable Robotics today to the portfolio
The harsh portfolio! (16-10-2023)
dharmaj company —vagra plant in fire…which is under construction
Investing Basics – Feel free to ask the most basic questions (16-10-2023)
It says, only 2 companies from S&P 500 companies are AAA rated, so I guess it doesn’t include Indian companies in it
Usha Martin – Coming out of the Chaos (16-10-2023)
From which site can we get this information.
John Cockerill India: A Case Study on Decarbonisation of Steel (16-10-2023)
Good read:
John Cockerill Industry’s President and Chairman of the Board of John Cockerill India in an interview and on the cover of the “Steelworld” Magazine: Sébastien Roussel talks sustainability, growth strategy and technological evolution.
HCC – Infra giant with massive turnaround story! (16-10-2023)
hellos … any further recent inputs/deep dives on HCC pls ?
Investing Basics – Feel free to ask the most basic questions (16-10-2023)
thanks a ton for inputs 