Good analysis in layman terms on the #Zudio success story : https://youtu.be/SmS7gFNKob8
Why Zudio is hurting Dmart business?
Good thread
https://x.com/finfloww/status/1825513434697335079?s=46
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Hi Rudra… thank you for this.
Have you found anything interesting from the pharma segment?
Thanks for the response.
Is it possible to add these metrics to the sheet now…if you can guide a procedure to add this so that data gets pulled from the site.
Hello Adithya,
I think there are good opportunities in the Pharma segment. Please go through the respective threads on Valuepickr to know more about each company. I am more bullish on the CDMO space and the NCE (New Chemical Entity) led opportunities. Not qualified to recommend so pls do your due diligence.
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Hello Kapil,
There’s a dedicated thread for putting such requests to the Screener team. You can put up your request there
thanks a lot Rudra for your prompt response.
Stock ideas presented at IAS Summit 2024
[Speaker] : [Stock Idea]
Arvind Kothari: Indotech Transformer Link
Kumar Saurabh: ADF foods Link
Rajiv Agarwal: J&K Bank Link
Ishmohit Arora: Deepak Fertiliser Link
Vihang Naik: Mahanagar Gas Link
Ekansh Mittal: Repco Home Finance Link
Ravi Jain: Wockhardt
Puneet Khurana: CCL products Link
Rusmik Ozha: Poonawala Fincorp Link
Lalit Rathi: Maharashtra seamless Link
Piyush Mehta: Krishca strapping Link
Vivek mashrani: Privi Specialty Link
Tariq Hussain: Eimco Elecon Link
Jiten Parmar: HIL Link
Anuj Jain: DCX systems Link
Ashish kila: DCB bank Link
Kunal Saraogi: PayTm Link
Sandeep Jain: Welspun Corp Link
Sonal Shrivastava: PG Electroplast Link
Devarsh Vakil: J M Financials Link
19 Likes
KNR Construct.xlsm (275.3 KB)
can someone please help understand why CAPEX values are turning negatives in some company data…refer attached file highlighted values.
Some great winners from the Alpha Ideas SME Conference 2023
Good summary here:
https://x.com/drjimmy2407/status/1828317880288690605?s=46
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Session from Prof. Bakshi
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Morgan Housel’s podcast with Howard Marks
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Great reading list
While such detailed reviews are a good refresher, it is important to read the books yourself as there are always different takeaways from every reading for individuals and revisiting the key pointers post your own reading adds a lot of value towards retention as opposed to merely reading the reviews alone.
This thread is a treasure trove of such multidisciplinary readings which is so critical for an investor.
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Good summary of the discussions from TIA Conference 2024
List of Speakers:
Twitter thread on key points:
https://t.co/dHRD8FdXsP
Additional Notes:
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The NBFC space is seeing new listings with strong RoA and asset quality - Northern Arc Capital being the latest one
Pharma as a sector is seeing strong traction in the last few months and prices although high are still not exorbitant compared to F26E and F27E earnings
Fusion Just reported 500 Crores of additional doubtful debts in between quarters. Thats almost 4.5% GNPA in addition to existing 2.9%. Almost 7.5% GNPA.
please check in depth and watch out if you want to dive into that pool of Micro finance
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Hi,
The call-out was on the newly listed Northern Arc and not on Fusion Micro. Thanks for calling out the updates
Sure got that, I just wanted to point out that macro env for microfinance is not good.
Lets see what q2 and H2 will unfold, but it is wrong to paint the whole sector as having a tough time if one bad lender didn’t follow discipline.
Also, beyond the headwinds which were already shared by many cos. in Concalls in Q1, which incremental macro headwind are you talking of?