bhai ye kya ho raha hai is company mein guidance ko leke. guidance karte hai yoy 25 %, ata 3% hai??
Posts tagged Value Pickr
Ranvir’s Portfolio (19-08-2024)
Thank you sir for guiding new investors like -me.Sir through your concall analysis i found many good companies.Thanks for doing such a great work.
Ranvir’s Portfolio (19-08-2024)
I think, u r on the right track. Once u r done with basic investment books by the likes of Lynch, Buffett, Fischer etc … the only thing that needs one to do is to keep following company’s concalls and investor presentations. Most of them are self explanatory and don’t need much of hand holding
U Tube channels run by the likes of Ishmohit Arora, Sahil Bhadvia etc are helpful - Yes
On technical sectors like pharma, hospitals, diagnostics - I would recommend u to go through Youtube videos of Sajal Kapoor and Aditya Khemka
IRM Energy – A new kid on the (listed CGD) block (19-08-2024)
Any information on Enertech Distribution Management Pvt Ltd holding 21% in IRM energy. Are they strategic shareholders? If so, what do they help the company with?
TIA
Disc. Tracking. Not invested
Indiabulls Housing – A compounder from here? (19-08-2024)
Thanks for insight by learned contributors.
Can someone also project Book Value for FY26 or 27 with all foreseen Equity Dilution ?
Rategain – Fast Growing SaaS Leader (19-08-2024)
One thing I would like to point out that, Mgmt had guided for 20% rev growth in Q4fy24 and did achieve that guidance, despite some issued faced by the mgmt.
^ One of the Expedia partner sites is getting consolidated & it was a big volume generator for us. And so, as a result of that strategic direction, we are seeing those volumes get reduced on one of these OTA sites.
^ One customer, renegotiate the pricing , because of the larger volumes we had to discount. We usually do not entertain, volume discounts. This was a one-off case where it was a, very large customer & the footprint that we have with them is quite significant. We had this one contract from DISHCO acquisition, where we were charging significantly & given the importance of this large customer, we had to entertain lowering the price. I don’t see this as a systematic trend.
^ On Martech, we had like a big large chain that bought like a mid-sized chain, which was a customer for us on the Martech side. So, we’ve seen some bumps.
Had these issues not been there, I think they would achieve higher revenue growth.
Disc: Invested & Biased.
Rategain – Fast Growing SaaS Leader (19-08-2024)
This was mentioned by Ishmohit on SOIC channel recently that he did video on Decoding PE
Caplin Point Laboratories (19-08-2024)
Caplin Point Lab jumps 13% as Brazil regulatory approval opens door to new market
Mazagon Dock: aptly called “Ship Builder to the Nation” (19-08-2024)
I have sold Mazgaon dock today and bought two drone companies.