Hitesh whats your technical view on Gruh Fin can you share ?
Posts tagged Value Pickr
8k Miles Software Ltd, Cloud Computing (20-09-2015)
Are they not capitalising the opportunity
They are still a small player and are building up capacity,
Don't you think acquisitions are small and not very big teams are coming up so integration should not be an issue
The current COO of the company also came while his company was acquired
Any info on promoters from customers
8k Miles Software Ltd, Cloud Computing (20-09-2015)
[8K miles latest acquisition]
will it be able to sustain such in-organic growth?
Cupid Ltd – Helping the world play safe! (20-09-2015)
anyone having private transport going to Cupid AGM from Mumbai ?.. we can share the ride & costs offcourse
Forensics and the art of triangulation (20-09-2015)
Delivery data as the source is what these guys attempt through interview questions to look at a giant like Alibaba. Interesting read...
Testing the hypothesis and drawing conclusions are however two different things. There can be no easy answers.
http://brontecapital.blogspot.ae/2015/09/job-interview-questions-size-and-scope.html
8k Miles Software Ltd, Cloud Computing (20-09-2015)
I don't expect them to grow 10x but even if they are able to show a growth rate of around 25 percent for another 3 to 4 years, it can be a good case of investment
there customer base is still good and I am sure they would be working on adding more customers
For me the most important point would be the credibility of the promoters
Any update on information on that would be great
VLS Finance limited (511333) (19-09-2015)
I found old article on VLS finance :
http://expressindia.indianexpress.com/fe/daily/19990706/fma06059.html
(Investors seek liquidation of VLS Finance's assets)
But worth reading.
Disclaimer :Invested.
KRBL- The King of Basmati rice (19-09-2015)
Looks very good from all angles..
Branded product available at the price of a commodity with long term growth prospects that too without limited capex. Current plant in Dhuri is still under utilized. No need for much capex for next 5 years.
They have promised to reduce debt levels from 2015 onwards which is again encouraging although I couldnt find that statement in the latest investor ppt. Nonethless it is still highly undervalued, following are some areas of improvement:
- more capex in renewables may be unwarranted, not much value add there, why dont they pay more dividends or repay loans, I am positive this would improve
- not to compromise on margins despite difficult times especially this year and focus more on branding in middle east etc
- need to verify whether its somewhat insulated from paddy prices or can they pass on the prices in the long run
Strides_Arcolab (19-09-2015)
Another acquisition. This group seems to be on treadmill. On a lighter note I think Mr Arun Kr. should start a boutique investment firm or pvt. equity. As an investor I am not complaining yet.
8k Miles Software Ltd, Cloud Computing (19-09-2015)
I was not comparing infy Tcs with 8K. I was just referring while infy hcl tech infy are available at reasonable valuation how 8K enjoys such lofty valuation as normally market gives sustained 65 PE to very high quality company like nestle HUL etc.