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 prepared a PPT with all the public information available . It is running document we will keep updating it . Link : https://www.dropbox.com/s/cczgx7ps0pf6zk6/Technvision%20Hidden%20SaaS%20Player.pdf?dl=0 Disclaimer : This is just information from public domain . Not any investment advise ..read more

            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 raise the concerns that venture capitalist gone mad, they will burn their fingers. Where is EBITA margin, ROE, ROCE or cashflow?  Don’t VC love to make money? Are they doing charity by valuing SaaS companies so high? Defiantly, they will lose money in some but will make extraordinary return in some. Indian investors are not able to understand power of Sa ..read more

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 Applications for Enterprise from last two years. The following screenshot from 1 year old article of Robert Solomon. He has nicely explained all players of worldwide SaaS players in Account Receivable automation. Bob Solomon is founder, President, and Chief Bottle Washer of Software Platform Consulting, Inc https://www.softwareplatform.net/2020/02/10/growth-equity-cash-flows-to-saas-accounts-receivable ..read more

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 . https://www.youtube.com/watch?v=1Ar7Zqfx68o&t=1s This is not complete analysis but my views after watching DHANDHA: ROUTE MOBILE by Varinder Bansal.  I hold Route Mobile and I have some exposure to Route Mobile ltd in my portfolio . My avg price is around Rs 1150 but exposure is very limited.        Some has doubts about moat in the company products. After watching this webinar, I think the ..read more

  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 Q4, let’s wait till that time.But, no harm in adding few . Question about write off  Yes , they did write off in 2019 . Generally, write off are bad but many product-based software companies have to write off, the main reason that all products don’t get successful, like our portfolio there are some failed products. The company was carrying product development cost in the gross blo ..read more

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 biggest IPO, jumped 112% in its début. But, you will surprise to know the valuation. Snowflake Inc is a loss-making company, it has $402 million revenue in TTM but currently trading at 68.629B ( at a price of 248) which is around 169 times to sales when the company is still making losses. It may be still normal for us by knowing the history of FaceBook and Amazon. But, you will now surprise to ..read more

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, discussed the following stocks in the blog. Followers did their own research, some invested, the majority ignored. The majority was right ?. These investors and I stuck in these stocks even if we want to move on. Either price was low or liquidity was low. I apologize to the investors who are stuck and need some cash. These ..read more

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 poll. Follow Me   or https://twitter.com/Value2WealthIND The correct answer for #Poll2Learn :7 is reward the salesperson with promotion because he is not just smart salesperson but also knows finance and work betterment of his organization. Surprised, you will surprise more for the correct answer of #Poll2Learn :8 , the correct answer is loss very much likely to decrease. How is the Josh ..read more

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 poll. Follow Me   or https://twitter.com/Value2WealthIND #Poll2Learn : 6 Some of you might surprise to know that if we exclude dividend then high or low valuation doesn't matter if entry and exit valuation is the same. In other words, if we don't include dividend then starting (even exiting ) P/B is either 1 or 100 or 1000. Your return will be the same. But , if you include dividend then hi ..read more