If company giving such big targets why would they not get money from investor’s in QIP? Is it a big red flag?
Posts tagged Value Pickr
Som Distilleries and Breweries (09-10-2023)
SDBL –
We are pleased to announce a strategic contract manufacturing arrangement for our brands
in Punjab aimed at bolstering our supply capabilities to the Canteen Stores Department
(CSD) for the Northern region of the country. This partnership marks a significant milestone
in our commitment to provide high-quality products to the armed forces and veterans across
the country.
Hitesh portfolio (09-10-2023)
Mental Models for multibaggers.
This was a presentation I gave at a recent doctors investment seminar at Surat and subsequently Abhishek and me decided to conduct a webinar on the same topic for a broader audience.
@prudent_investor has created a nice cheat sheet of the presentation.
Sharing the presentation, cheat sheet and youtube link.
Hope it helps folks in developing mental frameworks in finding out multibaggers.
Mental Models Cheat Sheet.pdf (134.6 KB)
The search for multibaggers.pdf (1.3 MB)
Webinar – Building the Multibagger Mindset
Its a long nearly 2 hours webinar, so take your time.
Rainbow Children’s Medicare – Niche player in Hospital Industry (09-10-2023)
Hello,
It is not a single earnings transcript. I went through all the available quarterly transcripts and saved the snippets.
Thanks
Manappuram Finance (09-10-2023)
Mathew Cyriac is definitely an ace investor – He is ex-Blackstone but do keep in mind that all the investors are not correct all the time – it may turn out that it’s one of his loss-making bets. I will not buy it just because he bought it.
Disclosure(invested)
Stocks with Temporary Headwinds (08-10-2023)
Hi everybody,
I think Biocon is a company going through temporary headwinds and has a good chance that it will come out stronger after this phase of consolidation.
Biocon has 3 business arms: syngene ( research and CDMO) , biocon biologics ( biologics) and generics
It owns 54% of syngene ( which is doing phenomenally well) and it has the same mCap as biocon…( talk about margin of safety)
Biocon biologics is proabably going to be listed in the next 2 years and is growing at 30% and has a good runway in the biologic space.By conservative estimates of private placement to serum india kotak group this part is probably valued at 15000 crores( 48% of current mcap of biocon)
The generic business is trundling along
The.present downturn is due to the ambitious take over of the biologics division of viatris and the resultant debt . However it will allow them to market directly to customers in the US .
Please share your thoughts
Rudra portfolio (08-10-2023)
Thanks to @basumallick da, for such a great free flowing discussion from @hitesh2710 bhai. The idea of multiple mental models was reinforced with some great examples. The technical aspects and softer signals of multibaggers also added a lot of value. Great session.
Webinar – Building the Multibagger Mindset
Here’s a quick reference guide for the 14 fundamental mental models discussed here.
Mental Models Cheat Sheet.pdf (134.6 KB)
Rudra portfolio (08-10-2023)
Excellent session by G. Maran on understanding the current state of Indian Economy.
India’s Economic Resilience: Revealed | G. Maran, Co-Founder, Unifi Capital P Ltd.
Narayana Hrudayalaya Ltd (08-10-2023)
Has anyone seen clinics getting opened? Used them in their city? Any feedback will be deeply appreciated!