Invest in a credit fund. Not as exciting as the Junk bond but still there is higher risk.
Posts tagged Value Pickr
Pragnesh’s portfolio (15-06-2024)
do you see apar industries continuing this growth. the stock are grown fast too much in last 1 year. PE expanded from 11 to 33. I kept it in radar but i was late to enter. i entered 6 months ago. what is your view on the Moat of apar?
Gurugram Valuepickr (15-06-2024)
Thanks. Please keep posted.
PDS Limited – A platform for entrepreneurs (15-06-2024)
My initial question was on 5-5-5 strategy only, but i don’t think so it’s an eye-wash, at the same time it is not something exceptional either, however, the revenue will be around 2.5B coz that they have guided to achieve in FY 27 , so five years from now see it won’t be as low as 50% realization, even with the exisiting growth they should reach, 3-3.5B (given this FY24 is a downcycle year for the industry, so i presume it should be around 70-75%), in next 5years, @dm88 , since i don’t know. and can’t get definite sense of what revenue realisation of GMV will be, thought you would have already asked that to the management.
In the long run SAAS revenue is a good thing, this means high ROCE, and bottom line grows faster than the top line. Also having high ROCE is always a good thing. Even though High ROCE business are always attract competition, but in PDS case i think their moat will be quite stronger by the time market realises it strength and it ll be harder for the new company to breach. Hoping to hold this stock more than a decade, would like to be part of their journey as pallak seth asked too in the long run.
Anyways requesting our valuable members, if anyone can get in touch with management offline or may
be on the next con-call, it would be great to track their progress.(@Chins @Vineetjain111 )
Note: It was @Chins writeup which got excited me into this company. He has made wonderful write-up and detailed video about PDS. Thankful for that. As far as i know, there are three people i would follow to get a sense of PDS. chins, vineerjain, and sahil sharma. May be they no longer track this company, still i learned about this company , and ofcourse through concall too (especially pallak seth).
Gurugram Valuepickr (15-06-2024)
Not Currently Sorry. Maybe in future.
Gurugram Valuepickr (15-06-2024)
I have joined the WA group. I am gurgaon resident for last 25+ years but due to Out station job, i visit gurgaon only once in few weeks . hence bit difficult to join F2F meetings though not impossible. are there any online meetings?
Sumitomo Chemicals ~ After Excel Crop Care Acquisition (15-06-2024)
Any data in isolation is a dangerous data. Compare it to the last year as well as various forecasts given over last year, you would undertand the point.
Look the track record , their previous guidance and actual results. They gave 3 forecasts last year, and failed to meet any of the forecast. Even the forecast given in February was not acheived in March. That shows the disconnect between the management and the ground.
Diversification is not all an issue. But how you manage different verticals ,that is the issue.
These aremotherhood ,generic statements. These kind of presentations are made by proffessionals, when companies don’t have clear plans, they start using acronyms .
Check what they are selling. If you sell what you bought just 2-3 years back or you built 2-3 years, back-that tells a lot about the management vision.
Take the names of AIs specialitty chemicals of the company from any distribuotr in your area and check the history on Google, you would get to know.
When one is biased , every debt:equity ratio may look good.
Usha Martin – Coming out of the Chaos (15-06-2024)
Pls let me know as well where can we get this kind of information?
Usha Martin – Coming out of the Chaos (15-06-2024)
Was not able to get this on rupeevest website.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (15-06-2024)
Hello,
In the below tracker, I have started tracking important company goals for EID Parry.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables.xlsx (123.1 KB)