Clik here to view.
Garware Hi-Tech Films Ltd: A Hidden Consumer Story in the Polyester Film...
At the outset, we (Amit and I) want to make one thing clear that Garware Hi-tech is a “messy business” with questionable management practices. Two things that interested us in looking at the business...
View ArticleClik here to view.
Analysis on Index Investing in India
INTRODUCTION We all know that a buy and hold (aka: shut up & wait/buy & forget) strategy has worked for investors investing in INDEX FUNDS in the US equity markets. But how has this approach...
View ArticleClik here to view.
A practitioner's analysis of buying statistically cheap companies
Analysis of multibaggers and a few misses Motivation for writing the thread comes after reading this excellent article https://buggyhuman.substack.com/p/are-you-really-sorted-out where he elaborates...
View ArticleKalpesh's Portfolio
Hello Value Pickrs, I am 35 year old businessman, execute water supply projects such as Electro-mechanical works of pumping stations, distribution Sub-stations etc (Gov. tenders), I was also dealer of...
View ArticlePortfolio for next 10-15 years - Starting now (Jan-Feb 2021)
TL;DR - Noob, Late entrant to market, Looking to stay invested for period of 15 (or more) years, seeking review of targeted portfolio and investment pattern over next 3-5 years. Hi, I have been...
View ArticleClik here to view.
Garware Hi-Tech Films Ltd: A Hidden Consumer Story in the Polyester Film...
At the outset, we (Amit and I) want to make one thing clear that Garware Hi-tech is a “messy business” with questionable management practices. Two things that interested us in looking at the business...
View ArticleClik here to view.
Somany Home Innovation Ltd (SHIL) on to rapid growth post demerger?
About the company: Somany Home Innovation Ltd (SHIL) was formed by the demerger of Consumer Products & retail divisions of HSIL Ltd and further marketing and distribution of Building products of...
View ArticleClik here to view.
Birlasoft - Ambitious, or super normal?
Our coverage of the midcap IT stories here at Valuepickr has missed Birlasoft, and I thought it’s time we keep a record of the investment thesis, and it’s development for posterity. What’s the play?...
View ArticleClik here to view.
Tata Power Limited
The Business Tata Power (TPR) is India’s Largest Integrated Power Company with a generation capacity of 12,808 MW reaching 12.1 million customers. It has been the No 1 Solar EPC player seven years in...
View ArticlePortfolio for next 10-15 years - Starting now (Jan-Feb 2021)
TL;DR - Noob, Late entrant to market, Looking to stay invested for period of 15 (or more) years, seeking review of targeted portfolio and investment pattern over next 3-5 years. Hi, I have been...
View ArticleClik here to view.
Nykaa - The Make Up Company
Mint-green nail polish was an upcoming trend in 2016. All Pinterest boards, bloggers, YouTube channels were getting more and more swarmed by this specific trend. They had ventured to their own private...
View ArticlePortfolio for next 10-15 years - Starting now (Jan-Feb 2021)
TL;DR - Noob, Late entrant to market, Looking to stay invested for period of 15 (or more) years, seeking review of targeted portfolio and investment pattern over next 3-5 years. Hi, I have been...
View ArticleClik here to view.
PDS Multinational - A forward looking platform company
Quoting from one of the best threads in FY22, @sahil_vi’s write up on platform companies, Platform businesses in India - Modern Monopolies? My whole life effort, is to explain how every business is...
View ArticleClik here to view.
Potential wealth creators portfolio: Views Invited
Hello all, I am sharing my portfolio along with my rationale . 2 years back I got into Stock market. I identified all these shares by reading articles, expert opinions and little bit of research from...
View ArticleClik here to view.
TARSONS products ltd
TARSONS PRODUCTS LTD. Drhp Notes •TARSONS is among the top 3 plasticware laboratory equipments manufacturing companies of India. As of March 31, 2021,the co has a diversified product portfolio with...
View Article$10Bn Semiconductor sector Investment/Incentive outlay
https://www.youtube.com/embed/Nb1WSL1Xc4o Cabinet decision for $10Bn investment/incentive outlay for developing complete value chain/ecosystem chip/display fabs, packaging, PCBs for Semiconductor...
View ArticleClik here to view.
Potential wealth creators portfolio: Views Invited
Hello all, I am sharing my portfolio along with my rationale . 2 years back I got into Stock market. I identified all these shares by reading articles, expert opinions and little bit of research from...
View ArticleEverest Kanto Cylinders Ltd. - A long runway ahead!
Everest Kanto Cylinders Ltd. (EKC) is India’s largest manufacturer of high pressure gas cylinders with a market share in excess of 50%. It manufacturers all types of cylinders – CNG, Industrial, Jumbo...
View ArticleClik here to view.
PDS Multinational - A forward looking platform company
Quoting from one of the best threads in FY22, @sahil_vi’s write up on platform companies, Platform businesses in India - Modern Monopolies? My whole life effort, is to explain how every business is...
View ArticleClik here to view.
Birlasoft - Ambitious, or super normal?
Our coverage of the midcap IT stories here at Valuepickr has missed Birlasoft, and I thought it’s time we keep a record of the investment thesis, and it’s development for posterity. What’s the play?...
View Article