_Sekhar

This is a backup account. Please do not trust any accounts that use my photos to commit fraud. I am simply sharing my thoughts on the investment market

[_Sekhar @firstnameMcGee]

To facilitate the new friends who have been connecting with me here in recent weeks, I have opened a completely free WhatsApp channel where I post daily updates and brokerage reports

[_Sekhar @firstnameMcGee]

2. Hester bio: Ankit Kanodia, Zen Nivesh

1. Indigo: Bhavin Shah, Sameeksha Capital

Credits:
Quest_for_value

[_Sekhar @firstnameMcGee]

Alpha Idea 2020 - 2005 Nov Edition

21. Accent microcell: Agarwal brothers, Fluid AI

20. TD Power: Vivek Mashrani, TechnoFunda Ventures

19. Landmark Cars: Lokesh Manik, Vallum Capital Advisors

18. SJS enterprises: Sunil Shah, SRE PMS

[_Sekhar @firstnameMcGee]

7. Gold: Siddharth Bhaiya, Aequitas

6. KCP Limited: Jatin Khemani, Stalwart Advisors

5. Repco homes: Ekansh Mittal, Katalyst Wealth

4. Heritage Foods: Resha Mehta, GreenEdge Wealth Services

3. Indiamart Intermesh: Rahul Dhruv, Pegasus Growth Capital

[_Sekhar @firstnameMcGee]

We are generally programmed to behave linearly...to spot non-linear opportunities, we need to let go of old biases and invent new biases

[_Sekhar @firstnameMcGee]

US Home prices - New home prices have plummeted below resale homes for the first time ever.

Indians might be dreaming of this but the truth is, the day this happens, we should know we are screwed!

[_Sekhar @firstnameMcGee]

US Job market - October witnessed the highest job losses in over 2 decades led by warehousing and tech layoffs After

[_Sekhar @firstnameMcGee]

Primary question for mgmt from most analysts would be, would FY27 have any promise or could this a longer pain.

[_Sekhar @firstnameMcGee]

Shree Ganesh Remedies - Shown improvement QoQ but down YoY (expected).

Concall is important to understand the rest of the year and FY27. Mgmt had already called out a flat FY26 and hence stock price in downtrend

[_Sekhar @firstnameMcGee]

but those are far and few.

[_Sekhar @firstnameMcGee]

PAT growth without revenue growth isn’t generally sustainable. It may look good on EPS for a quarter but not sustainable.

Yes, there can be exceptions where margins improved but revenue didn’t grow for a specific reason and growth will be visible from following quarters

[_Sekhar @firstnameMcGee]

There are only a couple of players in India who can offer them such capacities!!

Interesting developments to watch out for.

[_Sekhar @firstnameMcGee]

While this may hurt the top line and bottom line for both Lilly and Novo Nordisk in the near term, it could actually push the volumes up significantly.

Lilly has good supply chain built in India (Divi’s) but to my knowledge, Novo doesn’t have a robust one.

[_Sekhar @firstnameMcGee]

Combined with the fact Novo Nordisk’s AD trails data is good and might get approval next year, they probably have a serious need to establish a supply chain parter in India.

[_Sekhar @firstnameMcGee]

This is not just bleeding!!

[_Sekhar @firstnameMcGee]

@Vivek_Investor @FI_InvestIndia You're right

[_Sekhar @firstnameMcGee]

Only question is who might acquire/takeover Reliance Infra and Reliance Power and by when!

Everything else seems to have been done!

[_Sekhar @firstnameMcGee]

Blue Jet is landing, as expected!

[_Sekhar @firstnameMcGee]

and then take the help of Perplexity to understand which suppliers can benefit and by how much.

Yes, some of these suppliers have WC constraints (that’s the nature of the business) but lot of tailwinds for some of the BEL’s suppliers!

[_Sekhar @firstnameMcGee]

My company came to IPO recently. Which means I should have done a decent enough planning about my company’s funding needs and capex plans for the near term.

But I am now selling 40+ crores worth of my shares to loan the company to fund a product line!

Many questions popping up!

[_Sekhar @firstnameMcGee]

If not for anything else, isn’t this exposing how poor are the strategy/planning capabilities of the management are!?

If not already done, pick up the concall of BEL or couple of research reports, study the order book development and where it can grow,