You do have a point. The only way to test this hypothesis is to apply for RA registration with a PG degree/diploma from non-finance/non-accounting fields.
Posts tagged Value Pickr
The SME portfolio (14-07-2024)
Apart from the RHP, there is no information regarding the customers.
In the RHP they haven’t provided in any information with regards to who are there customers.
Concentration is as follows:
The data here is of prior periods and it may have changed post listing.
Also, it is highly unlikely that any information will be provided in the Annual Report.
The only way to obtain the information is through meeting management in AGM or through mails/calls if they agree.
ValuePickr- Mumbai (14-07-2024)
I am interested to Join Mumbai Group
Sona Comstar BLW – Direct EV Play (14-07-2024)
The EV transition is contingent upon 2 factors:
(1) Upfront cost ----which is further dependent on battery tech / decrease in battery cost as batteries are 40% of cost
(2) Charging Infra
I started positioning myself in the stock only after seeing the green shoots in the PV action after FY24 results.
Full stack:
(Sona BLW Precision Forgings Ltd - by Pankaj Garg)
This company falls in fundamental VCP framework. Some stocks remain expensive for a long period of time…this imo is one of them.
Time technoplast (14-07-2024)
It’s currently fairly valued, not highly valued. 15x EV/EBIT for a company that earns 15-16% ROCE. The perfect definition of fair valuations!
I think you’re anchoring yourself in past valuations of 6-8x EV/EBIT, when business had mediocre returns on capital. But now the fundamental situation of the company has changed.
If we take 15% CAGR growth rate for the next 5 years (Highly likely), along with 1-2% increase in EBITDA margins (Very likely as well as value added products share increases), and an exit multiple of 20x EV/EBIT (fair enough for company that’ll earn 20% ROCE), The price target comes out at 600rs
Now this is without considering any new LPG order or any new growth driver that might come in the next 5 years
Plus if market likes the consistent growth performance, it may give even higher exit multiple (supreme industries currently trades at 52x EV/EBIT at 28% ROCE)
Disclosure: Invested from 38 levels. Have added 6-7 more times since then, last price added at 166. Biggest position in my portfolio. I have personally seen the metamorphosis of this company from Cigarbutt type investment to possibly a consistent compounder type. So my opinion might be biased
Carysil (earlier Acrysil) – Kitchen sinks (14-07-2024)
debt to equity is .85.How is it resonable.any thought on this ?
Ambika Cotton Mills (13-07-2024)
If he is so keen to talk to the investors then why not doing concall?
Time technoplast (13-07-2024)
Not sure what valuations parameters you are using but in this bull market I find it reasonably valued.
Screener.in: The destination for Intelligent Screening & Reporting in India (13-07-2024)
In screener can i get forward p/e?