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Decoding eCommerce Market in India from Seller Perspective
I have written earlier post at Part1 , this is second part . India has 3 big e-commerce marketplaces Amazon , Flipkart, and Snapdeal . Apart from these, there are some major marketplaces are like eBay...
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The MultiBagger Stocks Man : Ayush Mittal
Ayush Mittal is one of the best micro cap value investor of India . We can learn a lot from him . When I discussed BLUE CHIP TEX INDUSTRIES LTD (...
View ArticleIndian Investing Conclave (Online)
Indian Investing Conclave (IIC) is India’s first fully online investor conference to be held live on 17-18 June, 2017. They have an amazing line-up of some of India’s finest investors...
View ArticleIndian Investing Conclave Notes by Jana
Hello Everyone , Jana took pain of creating notes of Indian Investing Conclave . He put lot of hard work and sincere efforts to create notes for who didn't able to join Indian Investing...
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My first 150 times bagger in 50 months : Power of Sequential Multibaggers
First of all Shubh Ganesh Chaturthi to you. Generally, luck doesn’t fever me.But, during this period of around 50 months (to be precise 53 months), luck did favor because of god’s grace. I made around...
View ArticleProfit Booking Call
Intrasoft Technologies Ltd.We have initially recommended Intrasoft when it was trading in range of 45 and 52 in Dec...
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Value Pick : FOMENTO RESORTS (Cidade de Goa)
Hello Everyone, My next value pick is Fomento Resorts & Hotels Ltd. I have moved from value to growth over the years. But nowadays, growth stocks are trading at higher multiples...
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Annual Update Letter
It is long back that I have not updated my blog, I was not getting enough time. We follow a lot of big investors reading their annual Letter so why not I should also write some annual letter even...
View ArticleTrait of Great Investor
Sharing great article on trait of great investor . If you want to read whole article then read it athttp://www.athrasher.com/what-makes-a-great-investor/ Mark goes on to describe how some of the...
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My Stock Portfolio Update
First of all , Wish you all a very very Happy Independence Day !!!!!!!! Entered in the following stocks mentioned in the yesterday's tweet.1)Sirca paint India ltd ( Avg 161)2)Sterlite technologies (...
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Garden Reach Shipbuilders (New Value Pick added to my portfolio) CMP 117.50
Hello Everyone, My next value pick is Garden Reach Shipbuilders & Engineers Ltd (GRSE).There are lot stocks now available on reasonably good valuation. A lot of investors asked about my value pick...
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Twitter Poll #Poll2Learn : 1
I have started #Poll2Learn series where we will learn together by poll and explaining my point of view . You are welcome to correct me or provide your input .Poll#1Hindustan Unilever Ltd has ROE around...
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Twitter Poll #Poll2Learn : 2
Every option again correct, it defined your risk-taking ability attitude.Nothing wrong in option "90% chance of 10% CAGR" which was chosen by the majority. But if I have provided another option of "98%...
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Twitter Poll #Poll2Learn : 3 (Purchasing Power Parity )
I have started #Poll2Learn series where we will learn together by poll and explaining my point of view . You are welcome to correct me or provide your input .Follow me on twitter to participate in...
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Stock Valuation :Twitter Poll 5 #Poll2Learn
I have started #Poll2Learn series where we will learn together by poll and explaining my point of view . You are welcome to correct me or provide your input .Follow me on twitter to participate in...
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Stock Valuation :Twitter Poll 6 #Poll2Learn
I have started #Poll2Learn series where we will learn together by poll and explaining my point of view . You are welcome to correct me or provide your input .Follow me on twitter to participate in...
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Break Even Analysis and Contribution per unit (#Poll2Learn : 7 & 8)
I have started #Poll2Learn series where we will learn together by poll and explaining my point of view . You are welcome to correct me or provide your input .Follow me on twitter to participate in...
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My Stock picks where investors stuck
Everyone writes about successful stocks pick and how followers have made returns. I also did the same-thing when Intrasoft had given 10 times returns in a single year. Earlier,...
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Snowflake Inc vs Solix/TechNVision (Can TechNVision/Solix be a poor man...
Some of you already knew about Snowflake Inc but if you are not following the tech world in US then you might be hearing this first time.Snowflake, the cloud-based data management company that's 2020's...
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SaaS AI BigData Player TechNVision Q3FY21 Update
Some Twitter friends/followers are asking my view after an excellent Q3 result by TechNVision. Here are my views.Question about sustainability and buying at this level.TechNVision has a history of bad...
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Valuation SaaS Cloud Product Companies
You might have heard SaaS companies are trading at high sales multiple in the USA or I have mentioned Snowflake is trading more than 170 times sales in a previous article...
View ArticleView on Route Mobile Ltd after watching DHANDHA by Varinder Bansal
My views on route mobile after watching DHANDHA: ROUTE MOBILE by Varinder Bansal. First of many thanks to Varinder Bansal for this initiative, You tube link ....
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Emagia the IDC MarketScape players for worldwide SaaS Account Receivable...
We will start with position of Emagia’s O2C SaaS products in worldwide market.Emagia positioned as a leader in IDC MarketScape: Worldwide SaaS and Cloud-Enabled Accounts Receivable Automation...
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SaaS Business : The Hidden Compounders
I have seen lot of eyebrows raised by Indian Investors when some SaaS company gets valuation of 10-15 times sales and making losses. Not only novice investors but even reputed investors...
View ArticleHidden SaaS Stock : TechNVision Consolidated Presentation
Hello Everyone , We are having lot of information about TechNVision ( A SaaS Player) but all the information is scattered at lot of places . We have put all the information at...
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