Does Monsanto dropping its bid for Syngenta (which happens to be a client for PI Industries) have any positive impact on PI Industries? Not interested in the share price movement just trying to understand the business dynamics.
Posts tagged Value Pickr
Fluidomat – Where perfection meets technology (26-08-2015)
Why no updates in this thread;
Just read the Annual Report 2015, CMD remuneration up by 42%(7.8% of net profit) despite of flat profits. Is it too high? Is there any regulation for promoters salary?
They are claiming that flat revenues due to delay in customers projects. Balance sheet also shows increase in inventory.
MT Educare: A potential play on India’s For Profit Education Sector (26-08-2015)
Q1 Results Analysis
http://prosperotree.com/investment-updates/264-mtel-q1fy16-results-inline-with-expectations
Disclaimer: Did dividend stripping, not invested.
ValueQuest moat fund portfolio (26-08-2015)
Also mostly out of Vaibhav too
Nitin Spinner – textile yarn story (26-08-2015)
Hi,
Interesting POV. Calling it a cigar butt. Graham felt that a cigar butt was something worth a puff or two. And his idea was to sell it either in 3 years or with 50% profit. Wondering whats your cigar butt strategy, considering 50% profits from the stock must’ve come long ago. Curious. I’ve tried cigar butts, but in india they are mostly manipulated stocks in my opinion, so 50% profit is a good time to say goodbye to them.
India Advantage Portfolio (26-08-2015)
Hi golden star , nie list of stocks. It would be even better if you could read the major points that you found on the balance sheet and AR of all these stocks. Or else it would just be a one liner dicussion
Hitesh portfolio (26-08-2015)
Gujrat automotive gears seems to be agood company as it has all the operating parameters well in place . The OPM, CAGR, NPM are all improving. But the intention of new promoters are doubtful. Why would a promoter take out cash from the company and loan it to himself ?
Ambika Cotton Mills (26-08-2015)
Similar to rental or leasing companies but those companies enjoy superior margins when their tide turns in favour
ValueQuest moat fund portfolio (26-08-2015)
He doesn’t hold 2 out of the the seven business listed in Intelligent fanatic slides and those are Eicher & Astral. Source: his tweets 
Ambika Cotton Mills (26-08-2015)
Newbie here. I think the core question is – why are the results bad? Without knowing much I have jumped to the assumption that it could be because of global slowdown and therefore reduction in demand for Cotton…does anyone know what is the true reason? Thanks.