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Posts tagged Value Pickr

Escorts Limited – Playing for Margin Expansion (10-10-2024)

EKL-Tractor-and-CE-Consolidated-Sales-volume-from-April-2023-to-August-2024.pdf (escortskubota.com)

For Post Amalgamation comparison, compnay has shared a statement showing consolidated monthly wholesales volume of Tractors and Construction Equipment from April 2023 till August 2024 including wholesales volume numbers of the amalgamating companies.

Tractors Construction Equipment
Month Domestic Export Total Total
April 2023 9,266 313 9,579 486
May 2023 10,409 463 10,872 458
June 2023 11,222 580 11,802 522
July 2023 6,917 409 7,326 495
August 2023 6,439 395 6,834 587
September 2023 11,334 747 12,081 627
October 2023 14,550 563 15,113 659
November 2023 9,503 403 9,906 557
December 2023 5,731 405 6,136 792
January 2024 6,782 368 7,150 554
February 2024 7,269 440 7,709 670
March 2024 9,355 533 9,888 734
April 2024 8,492 347 8,839 465
May 2024 9,906 380 10,286 458
June 2024 11,011 234 11,245 459
July 2024 6,540 423 6,963 491
August 2024 6,243 409 6,652 393
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Valiant Organics – High ROCE, debt free (10-10-2024)

Where is this information you’re picking up from? I can’t see any disclosures.

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Companies With First ever concalls OR Investor Presentations (10-10-2024)

Manorama Industries. First ever earnings concall for Q1FY25.

Manorma Industries.pdf (1.6 MB)

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Vineet Mittal Portfolio (10-10-2024)

Thanks for sharing, appreciate if you can share your stock selection thought process

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Vineet Mittal Portfolio (10-10-2024)

I had starting direct stock investing in Nov 2020. Before that , I was investing through MFs.

Position Size:
As I was new to markets, I followed a very simple strategy. I had invested fixed amount (say Rs 10) in every stock. With time , i gained more confident and kept on increasing investment amount. If investment thesis and execution don’t match over 6-9 months, sell the stock.

Drawback :

  1. Even-though I found stocks at good entry point, corresponding gains were limited due to small position.
  2. number of stocks became large to track.
  3. Mental block to increase investment size.
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SG Finserve Ltd – Does it has a scalable business? (10-10-2024)

Can anybody highlight the implications of this like on the cost of funds and other details?

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Latest Insightful Interview of the Company Head/Management/R&D/Directors/Etc. – Videos or Articles (10-10-2024)

Company: Bikaji Foods / Manoj Verma, COO / 07/10/2024 / CNBC-TV18

Will See Category Growth Due To Quick Commerce: Bikaji Foods | CNBC TV18

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My Portfolio (Updates and Suggestions) (10-10-2024)

Thanks a lot for explaining!

I am currently doing weekly SIP in a Large Cap, Flexi Cap and a Small Cap fund, I will try to increase the SIP amounts.

Gold I am currently investing some as Gold-ETF so that I can use them during marriage for making some jewellery. SGB I will hold them upto their maturity.

Silver I am investing to diversify among metals.

Thanks a lot for your help and your wishes! :slight_smile:

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Latest Insightful Interview of the Company Head/Management/R&D/Directors/Etc. – Videos or Articles (10-10-2024)

Company: Skipper Ltd / Mr. Sharan Bansal, Executive Director / 09/10/2024 / CNBC-TV18

Topline To Grow At 25% CAGR Over Next 3 Years, Aim To Reach ₹10,000 Cr In Next Few Years: Skipper

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Latest Insightful Interview of the Company Head/Management/R&D/Directors/Etc. – Videos or Articles (10-10-2024)

Latest Insightful Interview of the Company Head/Management/R&D/Directors/Etc. – Videos or Articles

This topic will be very interesting and important if the community keep it updated. It’ll be very important to people doing research and want to learn present state and future outlook of the industry or any company.

This topic will be very useful in keeping the track on Micro as well as on Macro levels. Learning more about industries/companies/sectors as well as future outlook directly shared by the people working in the space.

Commonly used words: Latest management interviews, Industry outlook, Sector outlook, Company outlook, News Channel Interviews, Pre – IPO Interviews.

Example:

Company: Hyundai Motor / Unsoo Kim, MD & Trun Garg , COO / 09/10/2024 / CNBC-TV18

Hyundai Motor Mega IPO | Hyundai India IPO To Open For Subscription On October 15 – YouTube

Please community keep on sharing latest interviews in video as well as any web article form.
Thank You :smile:

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