Manojeet Das
@Manojeet_Das
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Building @PrudentParrot | The go-to platform for discovering overlooked Indian businesses.
May find something useful →
Joined February 2016
In a bear market every time you buy, you will appear wrong. In a bull market every time you sell, you will appear wrong.
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Working on November's #PrudentIdea An old forgotten stock with depressed earnings now may normalize over time. @PrudentParrot
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Loving the inner game series. Please keep enlightening us @safalniveshak sir 🙏🏻 https://t.co/wQh660Gekw
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SJ Logistics: Proceed with caution.
SJ logistics Exited sj at 15 percent loss. This one is continuously falling even at such cheap valuations. That can only mean 2 things 1 market expects future results are going to be bad 2 financials are made up and company is fraud.. When you don't know what's happening its
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Working on November's #PrudentIdea An old forgotten stock with depressed earnings now may normalize over time. @PrudentParrot
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#MarineElectricals Mcap 3389 Cr | PE 72x Good Q2FY26 numbers OPM maintained at 12% Valuations still expensive. Stock will perform on the basis of earnings growth from here. Disc: No holdings. No buy/sell reco
#MarineElectricals Mcap 2400 Cr | PE 55.9x Q1FY26 numbers: Achieved double-digit PAT in Q1 for the first time in history 🔥 Revenue growth: 20.6% YoY PAT growth: 84.7% YoY Operating margin: 10.1% Vs 9.62% YoY ⤴️ https://t.co/1knGpJ2pUd
@PrudentParrot @DasHimadri13
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#Eurobond Mcap 500 Cr | PE 23x Eurobond enters the European Market with its brand Eurobond Europe. Our study: https://t.co/9Ij1DJvCCH
@Manojeet_Das @DasHimadri13
#Eurobond Mcap 560 Cr | PE 30x Incorporated a subsidiary, "Euro Panel Products Trading" in the State of Qatar. Euro Panel Products Trading will carry on the business of Retail sale of décor products, industrial roofs, insulation and building materials (NEC) #PrudentIdea
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Vikram bhaiya—the lone warrior in the portfolio, up 0.72% today 💀
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WTF is happening in SJ Logistics?
Curious cases of market ignorance in some scrips: 1. SJ Logistics 2. Sathlokhar 3. ShreePushkar 4. Remsons Industries 5. Techknowgreen Only time will reveal where they’re headed 😴 #DoNothing
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#ShreePushkar Mcap 1291 Cr | PE 19x The company is planning for a fund raise 👀 Results on 8th November.
#ShreePushkar Mcap 1300 Cr | PE 19.47x A great start to FY26 👏 Revenue growth: 31% YoY PAT growth: 63% YoY Operating margin: 11.43% Vs 9% YoY In line with Management's guidance. Let's see Q2.
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Thomas Scott - CXO Meet Insights conducted by Valorem Advisors 1. Company Background & Evolution - Origins: Thomas India Limited was formed from a demerger of Bang Overseas Limited (a public listed company) as a retail focused division. - Legacy Business: Started as an
Thomas Scott - Co's latest investor presentation is out & is nothing short of amazing🔥 Their data-driven technology moat is truly impressive - blending traditional manufacturing capabilities with advanced analytics to create a retail operation that competitors can't easily
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Nikhil Kamath, "If you're 25 and going to a MBA college today, you must be some kind of idiot" What do you think?
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IT companies: Q2 numbers (YoY comparisons) at a glance. PE ratio vs Revenue growth. Dot size denotes relative operating margins.
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