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value

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Everything posted by value

  1. Margins r high due to inventory gains, premierization of product portfolio, operating leverage and product positioning/marketing (the brand is using palovian to operand conditioning.. No one else is moving in that direction, as no money/vision in industry + this is cumulative affect of last 2 decades of advertising spend). And they can charge higher due to trust built up with consumer in last 2 decades, when other compititors played for short term gains by mixing inferior product with basmati. Basmati is indo gangetic story with GI, so can't be replicated anywhere. The supply chain is impossible to replicate. HUL, marico, adani, Cargill etc failed to establish the supply chain in this biz. Its simple but not easy. They can do 15% cagr in volumes and 10% cagr in prices IMO. U can check historical information and do the maths, considering that it's almost monopoly situation now. Moreover, they r sweeting their brands by riding other expensive products like quinoa, Chia etc, sourced cheaply from India and selling abroad.. Again, no compitition in this supply chain (India to mid east) . India itself is emerging as premium marketplace for expensive foods. . This business may equate core biz profits easily in next 5y IMO. Hope it helps
  2. Thank you guys, you are a wonderful source of learning.
  3. Pardon my mistake But any idea wht happened to warrant such a big turnaround? Thanks
  4. Hi Bruce Berkowitz of Fairholme mentioned in last OID about his investments in car rental biz - Avis. Can anyone following Avis (CAR) tell hows did the company did in past few months - the stock move up from as low as 0.5 to 10! Value -India
  5. 1. How does he decides when to sell? What would his response be for undervalued companies in the markets which are overvalued? How does he decides on overvaluations? 2. How much cash he keeps in portfolio? How does he decide that? 3. Where does he parks surplus cash? 4. Whats the scope of merger-arbs, special situations in the country? 5. Oppurtunities where he has gone wrong
  6. Hi, can anyone tell where can we find historical data for LEAPS Vs stock prices for US stocks V
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