Worth reading….
This is behind paywall. Can you post a summary here? Interesting point to note is valuations are considered fair and not dirt cheap as we assumed.
Just visit this website
This website/author changes the view on Raymond Realty with every post
Started with calling it severely overvalued - made several basic calculation errors, arithmetic errors
Now the narrative is turned positive on their posts
At the bottom of it all is that the website is churning out posts focused on quantity than quality and often resorts to lazy AI summaries. Not a reliable source
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Turns out we’re not the only ones seeing the undervaluation
Raymond Limited has been buying up shares of Raymond Realty Limited
31 Dec 2025 - Purchased 1,00,000 RRL Shares
30 January 2026 - Purchased 7,00,000 RRL Shares
and now again
17th March 2026 - Purchased 1,38,461 shares
18th March 2026 - Purchased 61,539 shares
Promoter stake increased from 48.87% to 50.43% in the last 6 months
Promoter Holding is increasing steadily - Promoter buying is good - I like where this is headed
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Looks like Gautam Singhania can’t catch a break.
One thing which goes in my mind these days is how much is too much promoter discount. Ultimately, everyone wants to make money here. Insiders continue to buy the scripe but do they wish to create value for everyone or just wants to acquire majority stake (>50%). This will be a good experience of investing in a company with promotor having red flags. A first for me!
Disc: bought more today and my top 5 holdings now
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