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#Godrej Group has increased its stake in #Sobha to 9.99% in the June 2020 quarter, from 1.08% in the March 2019 quarter.

Privately-held Godrej family arm Anamudi Real Estates has acquired the stake in Sobha, which is valued at Rs 223 crore based on CMP. #MVP_BulkDeals
Get comfortable with discomfort:
⛳️ Every great investment begins in discomfort, If everyone else didn’t hate the investments, they wouldn't be cheap.

⛳️ Many times, it doesn’t work for months, or maybe years.

-- @HowardMarksBook
⛳️ My Discomfort Idea: #Sobha
At CMP of ₹ 235, Sobha is trading at 8 times P/E and 3% dividend yield.

❓ What's your one #discomfort idea?

@remindmetweets 3 years
Do you think #YesBank is a #discomfort idea for #Amansa?
@remindmetweets 3 years
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#Godrej #Sobha #MVP_BulkDeals #discomfort #YesBank #Amansa

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MY VΛLUΞ PICKS
@myvaluepicks
Conference Call Transcript | Prashant Jain, CIO @hdfcmf

1⃣ Economic Overview
- Government should spend more – Infra capex
should be boosted to create more jobs, services and
demand for materials
- Economy likely to be driven by Investments now and not
consumption
2⃣ Banks
- Large banks likely to come out stronger from the crisis
- Lots of value in some of the large banks – some available at
1x book value
- Plus valuable subsidiaries like life, non-life insurance, credit
cards etc.
- Deposits moving to larger banks
3⃣ Oil & Gas
- Primarily #Reliance (12% of the Index)
- Appears to be fairly valued but with strong triggers going
ahead. Currently, market ascribing half the value from
#telecom venture
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MY VΛLUE PICKS
@myvaluepicks
Ambit Capital said #Metropolis was building a Dr Lal Pathlabs-like moat in west India by milking its reputation and test range through deepening customer reach (up six times over FY16-19; now best in the west).
With weakening competition and scope for market share gains in west (around 11% versus Dr Lal's 25% in NCR), 16 per cent revenue CAGR is doable over FY19-22 despite smaller addressable market.
An improving B2C mix – from 43% to 48% for Metropolis –will drive operating leverage-led profit growth at a compound annual growth rate (CAGR) of 21%, Ambit report said.
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