One thing- for sure-, EFC management is needed to give more disclosures in terms of presentation.
Just look at the kind of disclosures , given by AWFIS…
Whoever attending the next concal, must request it.
One thing- for sure-, EFC management is needed to give more disclosures in terms of presentation.
Just look at the kind of disclosures , given by AWFIS…
Whoever attending the next concal, must request it.
Hi all,
I recently did a deep-dive on Fairfax India based on the 2023 annual report.
The current asset base looks good and conservatively valued:
However, the fee structure still seems to be a drag on returns. Based on a DCF, the stock looks fairly valued at the moment. I’ve used a 12% discount rate, so the stock should still give around 12% returns going forward with low probability of permanent capital loss.
Link to calculations: Fairfax India valuation (OpenSourceInvestor) - Google Sheets
The full deep-dive and details can be found here: link.
Let me know if I’ve missed anything or you have any differing opinions. Thanks!
Disc: I have a small tracking position for now. Will monitor the stock going forward.
Thanks,
Sharad
OpenSourceInvestor @ Substack
Prices would go up when no one expects . Be patient… even hdfc has to go through consolidation phase and financial especially small cap are consolidating. Sbfc has not beem able to cross listing price, mfi has beem smashed by loan waiver news. If you have then wait else let it cross 315/320 range to add. L
yeah python i have experience in. Where do we get the historical data from? can we get this from exchanges?
Hello,
Its a really interesting detailed info of the company, But I can see that Reliance Naval is already listed entity. Also the market cap of Reliance Naval is just 170Cr.
If you have any information on the order book of Reliance infra for the 11 under construction projects it will be helpful. We may need to wait and watch how this transition takes place within the company.
Any reason for this selling? I remember at the time or IPO Ashok Soota sir had said that he wants to retain 51% or the company to retain the ownership and avoid any hostile takeover that happened with Mindtree.
(post deleted by author)
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