GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.
No more $24,000/year subscriptions.
Claude just turned my laptop into a private quant analyst.
Here are 07 prompts to build your own hedge fund at home ↓
@WhyVoice False reporting nad they keep on because there is no one to ask them when they go wrong. Check their shareholding patterns icici fund managers never invested themselves in the company. Its a trap for retailers so that institutions can sell their quantities.
@WhyVoice Every shareholder, every analyst understood that they are running bunch of contradictory business but they somehow don’t want to listen and want to just get away from that 1 hr concall. Now market is showing them their place. It will go down more. May be touch 400-425
@WhyVoice Institutions which hold this share are selling because many more better options are available. Whole point is management failed badly. Go through 10 concalls nothing they do what they say.
@WhyVoice@TheArahat Listen to recent concall one shareholder specifically asked mr. nadir godrej and not to their panauti managers to tell his vision what is going on in the company for past 10 years because shareholder are there for godrej name. And guess He doesn’t have any clue.
@myspinny your executives are fraud. Personal data breach happening. employees are colluded with market dealers. Genuine customers are getting harassment. Their behaviour will make sure @myspinny will shut its operations and close working.
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@TheArahat One of the worst share of all time from this group. Actually management has lost the plot completely and don’t know what to do. 2% CAGR profit growth in 5 years. Still can’t see any green shoots for atleast 5 yrs or till palm oil business generate revenue.
@TheArahat@GodrejGroup For this godrej agrovet has collaborated with an israely company and here they produce hybrid cattles which gives more milk than domestic ones. But again this is a long gestation and extremely low growth project. Bcoz cattle takes a long time from birth,mate and start giving milk
@TheArahat@GodrejGroup Again wrong capital allocation. Godrej Cattle Genetics Pvt LTD is nothing but renamed Godrej Maxximilk Pvt LTD. They invested lot of money in it. This venture has never given any significant revenue and still at loss i think.because management never shared revenue earnings of it.
@TheArahat@GodrejGroup Again wrong capital allocation. Godrej Cattle Genetics Pvt LTD is renamed Godrej Maxximilk Pvt LTD. They already invested lot of money in it. And it has never given any significant earnings. Here they generate hybrid cattles which produce more milk than domestic ones.
@TheArahat Tata’s have clarity N Chandersekaran streamlined all the businesses by demerging or merging according to synergies. But godrej don’t even know what to do. After 7 years they still think their negative hedge is working and indeed is but against them and against investors.
@TheArahat@GodrejGroup Read their previous concalls then you understand they actually don’t have anything to say. These are mere words. Reality is without demerger price wont move. And question is why should market give high PE to such low performers? Only because they have big groups name?
@TheArahat@GodrejGroup And no growth expected for atleast 3 yrs. which can be 7 yrs also till palm plants generate revenue. So 14 yrs of no return. market knows that and icing on the cake is management who runs like they don’t care. And going on with negatively hedge portfolio for 7 years 28 quarters
@TheArahat@GodrejGroup They cannot buy back bcoz they already have 75% ownership which is maximum. And don’t know how kotak counted this value according to me its fairly or i wud say over valued. Because 5 yrs earnings growth is 2% CAGR and PE is 30.