This is an extremely informative thread! How do you judge financial health of a company? I only look at the profit and revenue growth but I feel I can go deeper if you help me with what to look for.
Posts tagged Value Pickr
Dishman Carbogen Amcis Ltd (16-07-2024)
I am sharing the video below of an in-depth conversation about De-cal, aka Dishman Carbogen. Please watch the video for 1 hour and 20 Minutes on the timeline.
https://www.youtube.com/watch?v=3uFMw3KeTzg
Both Sajal Kapoor and Aditya Khemka have shared their views.
I am not invested.
I hope you find it useful
dr.vikas
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (16-07-2024)
Can anyone tell me that does the SMEs tell something about their quarterly performance or does they give any updates of YOY or MOM growth ?? Or we have to wait for H1 results only ??
Investing Basics – Feel free to ask the most basic questions (16-07-2024)
You may wish to find same answer in valuepickr search, you will find it, but in english. Replied it earlier.
For others also please you may follow the procedure.
Hitesh portfolio (16-07-2024)
You are right in the assumption that market cap versus opportunity size is a very important factor in unravelling multibaggers. But it is only one of the important parameters to look at and consider. There are a host of other factors, most important among them being growth in sales and profits.
I tried decoding the multibagger mystery in the following video. https://youtu.be/-3BpExbdZ8A?si=0Ty-o_Reo9-yUiA9
Personally I think there is no fixed market cap limit to look at. If opportunity size is big enough, market cap will not matter much.
Coming to sectors that offer good chances for uncovering multibaggers, at the current elevated market levels, it makes sense to behave in a contra manner and try to look at sectors that have been in a corrective mode since long and are showing some signs of green shoots on fundamentals and or charts. Some of the stocks in cyclical sectors like chemicals, textiles, cement etc might be worth looking at.
IRM Energy – A new kid on the (listed CGD) block (16-07-2024)
Could Trump becoming POTUS and bringing Ukraine war to a closure be a positive trigger for IRM. Long shot?
Companies with 20%+ growth guidance for next few years (16-07-2024)
Marksans Pharma promoters are confidently saying a revenue of 3000 cr in 2 years, which is 50% growth. But they are conservative in their claims and has over delivered. And Teva itself can deliver 1000 cr revenue in 2 years and Capex is still in progress. And they are claiming that it is already break even.
So these are projections as the case of all other companies in the list.
Parameters to check before buying a stock (16-07-2024)
Sir which sources used for management analysis. Bec in some anual reports not given more details. Google and linkindin and Wikipedia pe bhi information ni milata hai. To kaun sa sources used kre?
Investing Basics – Feel free to ask the most basic questions (16-07-2024)
Sir, management analysis ke liya kaun kaun se source use kre.
Kuki kisi kisi company ke MD ke bare may bahut less details diya hota hai.
Google pe linkindin pe bhi available hai. To kaun sa source use kre.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (16-07-2024)
What a shitty update seems all mometum lost … aum increase of 200 cr qoq … now it seems why mkt are always correct… this deserve max 2 bv… what happened to credit gap storification… either foreclosure have increased massively or new branches have failed to increase loan book … only fear is that they might degrow