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Posts tagged Value Pickr
InterGlobe Aviation – Indigo (03-10-2024)
To think spicejet is going to challenge Indigo is foolishness i guess. I have been tracking spicejet for years now and i can tell you with a lot of confidence that the only thing that spicejet challenges is spicejet itself. but one thing, a cat has 9 lives. spicejet has 18. it refuses to die.
Macpower CNC Machines: Manufacturing a Strong Growth? (03-10-2024)
AGM notes attached within
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (03-10-2024)
I have been reviewing the latest presentations and annual reports, with a particular focus on the investment banking and wealth management sectors. There is currently a significant emphasis on wealth management, especially in the alternative banking space. Kotak’s annual report indicates that they manage the wealth of India’s top 51 families. Over the past decade, we’ve seen a marked increase in the number of Indians joining the millionaire and billionaire ranks, as reflected in income tax records. Given this trend, don’t you think Kotak stands to benefit significantly? With the guidance provided by Nuvama, could this bank experience a positive revaluation of its stock, or is that potential already factored into the current price? ( I havent done a SOTP analysis yet)
Moreover, brokers, asset management companies, and wealth managers have recently performed well, prompting the question of whether these factors are already reflected in share prices. I believe these elements could drive long-term growth for the stock. We are also witnessing an increase in family offices established by wealthy individuals, such as cricketers and film stars, who are actively participating in preferential offerings, startup investments, and IPOs. This trend suggests that family office activity is likely to grow significantly moving forward.
On a related note, my work and client connections have allowed me to meet several individuals on the Forbes rich list, all of whom are clients of Kotak.
Companies with 20%+ growth guidance for next few years (03-10-2024)
It was just an illustration to show the concept of risk premium that people ignore when chasing high returns in highly risky micro cap/small caps.
Here is an excerpt from my original post.
On the other hand high quality companies with a track record of building moated businesses, credible management and strong cash flow generations are ignored because they over long time compound money ONLY at 15-18% (not exciting for someone looking for a multi-bagger in 1 year). One of the reasons they are avoided by retail investor is that they are “well discovered” names.
Zomato – Should you order? (03-10-2024)
Delivery in 3 minutes!
Avenue Supermart: a compounding machine? (03-10-2024)
Good observation and conclusion of this consumer behaviour. I am sure if you talk to n number of people who like dmart, they will present you with n different reasons other than cost that even they may not be aware until asked to think…and same would be true for say a
Star…eventually the ones which will stand tall and survive, will have few strong distinct positioning which will drive their set of consumers…rest will gradually perish, be acquired or create something new…
Sheela Foam – An exciting branded play (03-10-2024)
No…u have not told about demography of Sheela foam and Kurlon in your posts…I was referring to some details in public domain about Sheela foam is strong in North and west, where as Kurlon is strong in south and eastern parts…So was looking for your opinion about this spread of business and festive season sales
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (03-10-2024)
Why did KMB go for an outsider CEO ?
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (03-10-2024)
Post Share selling happened in September end i.e 6.94% stake sale of SP group.
On 1st October SP group further pledged 1% holdings
47C9F881_5CB8_4E12_91BA_09A6A74099A7_150736.pdf (bseindia.com)