Hi sorry, I am not following Lawsikho very closely… Can you please tell me why the increase in Skill Arbitrage contribution to the revenue such a good thing? Is it a higher margin vertical or has bigger TAM? What is it?
Thanks!
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It has a lower margin but a higher TAM than Law Sikho.
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What’s so special about SageOne among so many others who have entered? Saw a lot of people on twitter also particularly mentioning this name
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Sageone is managed by samit vartak who is know for picking multibagger stocks. You can listen him and learn from from him. Check once sageone pms scheme returns.
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Yes, SageOne, Lucky Investments, Marcellus, Kedia Securities, and 2Point2 etc are prominent names in India’s financial investment space, especially in the areas of portfolio management, investment advisory, and wealth management. Here’s a brief about each:
- SageOne: Founded by Samit Vartak, SageOne is known for offering portfolio management services (PMS) focusing on long-term value investing. They have a strong reputation for providing consistent returns by investing in high-quality, growth-oriented businesses.
- Lucky Investments: Run by prominent investor Ashish Kacholia, Lucky Investments is known for its strategic investments in small and mid-cap companies. Ashish Kacholia is a well-regarded name in the Indian stock market.
- Marcellus Investment Managers: Founded by Saurabh Mukherjea, Marcellus focuses on long-term investments in high-quality companies. They are known for their strict research-driven investment approach and focus on companies with clean balance sheets and strong governance.
- Kedia Securities: Associated with ace investor Vijay Kedia, this firm is known for investing in undervalued companies and following a “buy and hold” strategy. Vijay Kedia is a veteran in the stock market with a track record of finding multi-bagger stocks.
- 2Point2 Capital: Co-founded by Vikas Khemani, Amit Mantri, and others, 2Point2 Capital focuses on managing equity portfolios with a strong emphasis on in-depth research and risk management. They have gained a solid reputation for their long-term investment approach.
These firms and individuals have significant influence in India’s investment landscape, particularly for their stock-picking abilities and focus on long-term wealth creation.
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Yeah thanks a lot! Among these, Lucky Investment managers and Kedia Securities don’t take in others money, I suppose, right?
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Yes, you’re absolutely right!
- Lucky Investments (Ashish Kacholia) and Kedia Securities (Vijay Kedia) primarily manage their own personal investments rather than taking money from external investors. Both Ashish Kacholia and Vijay Kedia are known for their individual stock-picking skills and portfolios, but they don’t run formal asset management businesses like portfolio management services (PMS) or mutual funds for external clients.
On the other hand, firms like SageOne, Marcellus, and 2Point2 Capital do offer investment services to external clients, including high-net-worth individuals (HNIs) and institutional investors.
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If Anybody attended the Agm pleas share the notes
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Alpha meet recording
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Few more quality investor invested
Ramesh Damani &Manoj Aggarwal (pre ipo)
Sahil Sharma @sahil_vi (ipo and after listing)
Sage one (Samit Vartak), Ashish Kila, Sixth venture, pine oak, saint capital, prabhudas lilladher (prefential)
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In the alpha SME presentation by the promoter, he said that 10 cr per month is possible and already achieved. Wonder why sales is just 40Cr instead of 60 Cr.
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They gradually reached 10 Cr per month in sales, but you have to understand that it wasn’t at the start of FY. Think it more like 5+6+7+8+9+10 = 45 (Consolidated Numbers which they published)
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Yes correct. H2 they should do sales of 60 cr minimum.
Concall updates
Well summarised
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Guys, wondering why the stock is been beaten up inspite of guidance and clear comm from the management. Is there any antithesis playing out which is causing the draw downs.
I am conscious that price related questions aren’t encouraged but for market like India, news comes later and price actions happens before . Thought’s ?
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Is this because placement of people in US will be difficult in Trump’s regime? Problem with these SME companies is that their communication to market is extremely poor. In these kind of markets, the least the management can do is to properly communicate if there are any threats or otherwise if they can’t or don’t want to publish quarterly results.
1.Opening of anchor lock in
2. Heard that preferential not yet approved by SEBI or we can say still pending
3. Coupled with overall negativity on SME/microcaps
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