Had fun researching and writing ✍️ on this tiny microcap business. Let me know your views. Here for honest candid feedback on the research and the business. 😀
One more interesting read, I don’t know whether purple will turn green or Red, but going ahead ZEN Nivesh will be a superhit. I really love reading your blogs, the way you write is really interesting. “Tumhara paas Kya hai ? Humhara paas Ankith Bhai hai “:)
Fantastic...One Question - If NBFC's owner constantly dilute their equities, till what % should it be considered as a safety net and not a red flag. I know it can be subjective. But any bracket?
It is not the % of dilution. It is the speed and value. I would ideally want the dilution to be a slow and calibrated process. But if growth comes with profitability, a slightly higher dilution can also be ok...but 20% dilution in a year already at a valuation which is okayish, not great, we have to have a close watch here.
Had fun researching and writing ✍️ on this tiny microcap business. Let me know your views. Here for honest candid feedback on the research and the business. 😀
Liked your detailed explanation
Thank you. Glad that you found value 🙏
Brilliant write up Ankit. Thanks for sharing 🙏🏻
Thank you 🙏
Glad that you found value.
Great great great write up. Salute to Ankit bhai and Team Zen to bring this.
Hope to read many such blogs from you guys.
A big thank you.
Thank you
regards,
Ankit
Can you deep dive about loyal equipment and trishakti industries
Will try. Can't promise. :)
A very refreshing read!
One more interesting read, I don’t know whether purple will turn green or Red, but going ahead ZEN Nivesh will be a superhit. I really love reading your blogs, the way you write is really interesting. “Tumhara paas Kya hai ? Humhara paas Ankith Bhai hai “:)
Thanks for your kind words, Sachin bhai!
It tells more about you and your magnanimity than me.
Regards,
Ankit
Fantastic...One Question - If NBFC's owner constantly dilute their equities, till what % should it be considered as a safety net and not a red flag. I know it can be subjective. But any bracket?
It is not the % of dilution. It is the speed and value. I would ideally want the dilution to be a slow and calibrated process. But if growth comes with profitability, a slightly higher dilution can also be ok...but 20% dilution in a year already at a valuation which is okayish, not great, we have to have a close watch here.
Regards
Ankit