There is little chance of margin expansion. At best a 50 bps addition due to some better product mix, but to capture market share and get customers to use their channels there will be discounting done. Commodity trading at the end is a volume game and not margin.
Posts tagged Value Pickr
SG Mart- Can it successfully create a marketplace? (17-07-2024)
There is little chance of margin expansion. At best a 50 bps addition due to some better product mix, but to capture market share and get customers to use their channels there will be discounting done. Commodity trading at the end is a volume game and not margin.
Screener.in: The destination for Intelligent Screening & Reporting in India (17-07-2024)
Dear @kowshick_kk ,
I request a simple addition and should be easy and can help those who track recent quarterly results. In the latest results page, can you add result date in the top, probably after the company name, before the price …That will give an easy way to decide how old was the result when we look at recent quarterly results of any given company.
Screener.in: The destination for Intelligent Screening & Reporting in India (17-07-2024)
Dear @kowshick_kk ,
I request a simple addition and should be easy and can help those who track recent quarterly results. In the latest results page, can you add result date in the top, probably after the company name, before the price …That will give an easy way to decide how old was the result when we look at recent quarterly results of any given company.
Just Dial: First Mover of Indian Local Search Market (17-07-2024)
Just notice that the tax is very less this quarter so x4 for year might not be true unless there is sequential growth over quarters
Just Dial: First Mover of Indian Local Search Market (17-07-2024)
Just notice that the tax is very less this quarter so x4 for year might not be true unless there is sequential growth over quarters
Just Dial: First Mover of Indian Local Search Market (17-07-2024)
what i see is Revenue :- 3310 mn - 505 = 2801 mn
PBT:- 1538 mn
NP :- 1405 mn
EPS:- 16.60
Highest ever revenues and net profit margins , its compltetely on the right trajectory of growth ,with backing of Mukesh ambani it could be great value creator in coming qtrs?
views invited …
according to my knowledge this company could be biggest beneficiery of the development in AI & ML front…
like what happened in past “The makers of referigerators are nothing today but those who have used it are far larger then inventors”.
Disc. :- invested with 20% of PF.
Just Dial: First Mover of Indian Local Search Market (17-07-2024)
what i see is Revenue :- 3310 mn - 505 = 2801 mn
PBT:- 1538 mn
NP :- 1405 mn
EPS:- 16.60
Highest ever revenues and net profit margins , its compltetely on the right trajectory of growth ,with backing of Mukesh ambani it could be great value creator in coming qtrs?
views invited …
according to my knowledge this company could be biggest beneficiery of the development in AI & ML front…
like what happened in past “The makers of referigerators are nothing today but those who have used it are far larger then inventors”.
Disc. :- invested with 20% of PF.
Long term investment strategy (Buy, hold but don’t forget) (17-07-2024)
Decisions in investing are influenced by various factors such as age, risk tolerance, portfolio weight, and psychological aspects like equanimity and self-awareness. Daniel Kahneman’s work in behavioral finance highlights how human biases can affect our decisions, often leading to suboptimal choices.
A systematic, rule-based approach can address many of these issues by relying on transparent, fundamental rules rather than emotional reactions. For instance, rules like investing only in companies with a debt-to-equity ratio below 0.5 or a consistent ROE above 15% help maintain discipline and focus on quality. This reduces the impact of cognitive biases and emotional decisions. Best part is we don’t need to reply on subjectivity to create such rules. We can validate effectiveness of rules by analyzing across markets / cycles.
Even Warren Buffett is not immune to emotional decisions, as seen when he bought more shares of Berkshire Hathaway out of anger. By sticking to predefined rules, we can minimize such impulsive actions and improve long-term performance. Ultimately, a rule-based approach helps in making more objective decisions, leading to greater satisfaction with our investing outcomes.
Also, the sheer width of opportunities expands using a rule-based approach.
For more detailed rules and examples, check out this thread on investment rules where we discuss best investment-rules in India tested across market cycles over the last 25 years.
Long term investment strategy (Buy, hold but don’t forget) (17-07-2024)
Decisions in investing are influenced by various factors such as age, risk tolerance, portfolio weight, and psychological aspects like equanimity and self-awareness. Daniel Kahneman’s work in behavioral finance highlights how human biases can affect our decisions, often leading to suboptimal choices.
A systematic, rule-based approach can address many of these issues by relying on transparent, fundamental rules rather than emotional reactions. For instance, rules like investing only in companies with a debt-to-equity ratio below 0.5 or a consistent ROE above 15% help maintain discipline and focus on quality. This reduces the impact of cognitive biases and emotional decisions. Best part is we don’t need to reply on subjectivity to create such rules. We can validate effectiveness of rules by analyzing across markets / cycles.
Even Warren Buffett is not immune to emotional decisions, as seen when he bought more shares of Berkshire Hathaway out of anger. By sticking to predefined rules, we can minimize such impulsive actions and improve long-term performance. Ultimately, a rule-based approach helps in making more objective decisions, leading to greater satisfaction with our investing outcomes.
Also, the sheer width of opportunities expands using a rule-based approach.
For more detailed rules and examples, check out this thread on investment rules where we discuss best investment-rules in India tested across market cycles over the last 25 years.