Don’t think they’ve explained the source of this revenue ever since Hindenburg followed up with the corporate filings. Thats as shady as it can be
Posts tagged Value Pickr
Hawkins Cookers : Is growth coming back? (27-08-2024)
Hi Surrender, do u still track and if you do, how would you rate Hawkins now.
Revenue growth this year was tepid. But was it due to entire market as TTK and CG Consumer (Butterfly) was also underwhelming.
But they seem to be adding products across cookware range and improving marketing somewhat, though their digital presence is underwhelming.
Medplus Health Service second largest pharmacy retailer (27-08-2024)
Thanks , These are zero coupon ncds means they will have to keep re-financing it depending on price of stock either pledge more or un-pledge it. ( i don’t know how long they could do so) Crazy gambling by promoters.
PMS Funds – India (27-08-2024)
I am invested with a PMS led by Abhishek Basumallik Da , SriVridhi and Sri Laxmi . I am dumbfounded with the returns . It is best to contact the funds to get to know the performance needless to say they have beaten the index by double digit margins . If i write a more gushing review it may be taken otherwise !!! As far as “popular ” funds go most are at the bottom of the performance list as can be seen from the PMS disclosures .
Focus Lighting & Fixtures Limited (SME) (27-08-2024)
Check in public section of screener
Forensics and the art of triangulation (27-08-2024)
Looking forward to trying the extension.
You can create a separate thread so that it’s easy for people to give you feedback.
Gujarat Terce Laboratories (27-08-2024)
thanks 
A lot more learning’s across the corporate, ensuring we are more forthcoming in our disclosures.
Tata Motors – DVR (27-08-2024)
So don’t get me wrong
Indeed it has created wealth
My limited point was that in past / recent past when a Tata group company was saved by another Tata group company… it come at the cost of investors of another Tata group company – and that’s how Tata Sons operated and benefited.
Tata Motors – DVR (27-08-2024)
On hindsight – Tata as a group keeps creating value for its enterprises and the corporate restructuring they undertake usually result in value unlocking for all share holders. I kept buying Tata Motors and DVR between 2018 and 2021 and the wealth this company has created between 2021 and 2024 is tremendous irrespective of relative adverse conversion ratio.
AJ
Disclaimer: No holdings currently. May re-enter at an opportune time. Consider my views as biased.