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
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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
Morgan Housel’s podcast with Howard Marks
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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