Valuepick Profile
Valuepick

@valuepick

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An investor in stocks for 30 years.Views are personal,not a SEBI registered R.A.Please consult a SEBI regd.analyst/advisor before investing .No paid service.

Cochin
Joined June 2010
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@valuepick
Valuepick
3 years
Happy to see , one more company suggested earlier at two digits now reached five digits . Paushak Ltd - from Rs.74 to Rs.10000 ( Yesterday's high) , turned as 140 bagger in 10 years .
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@valuepick
Valuepick
3 years
Really happy to see , On first trading day of 2022, one of the stocks we discussed in blog crossed Rs.10000 mark from Rs.150 in just nine months. #ekienergy #EnkingInternational #EKI_ESL #EKIENERGY
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@valuepick
Valuepick
2 months
Shanthi Gears - Considering the sectoral tailwinds,steady business growth,zero debt balance sheet ..etc , this Murugappa group company deserves a close watch. Discl: Holding
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@valuepick
Valuepick
7 years
Really happy to see that , One stock suggested @ Rs.165 few years back touched Rs.9420 today . Today's single day gain is Rs.1570 !.If anybody still holding ,really deserves an applause. Power of Conviction and patience 😄
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@valuepick
Valuepick
1 year
Sunflag Iron and Steel - A profit making company with turnover of Rs 2700 Cr currently trading at a Mcap of Rs.2700 Cr. What is interesting is,as part of a dispute settlement, the company now received 6 Cr shares of Lloyd Metal and Energy that itself is worth over Rs.1750 Cr now.
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@valuepick
Valuepick
7 years
Investing in loss making/potential turn around companies is like travelling alone in a boat through a sea.Nobody will be there to support you even morally till you reach the shore . So ,generate maximum conviction with proper study before any such endeavor
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@valuepick
Valuepick
6 years
Innovative marketing strategies .IDFC First Bank Savings Account Welcome kit Pack .😊
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@valuepick
Valuepick
3 years
Good opportunity because of bad market sentiment is a tasty recipe for success . Wish you all a great FORTUNE.
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@valuepick
Valuepick
3 years
Likhitha Infrastructure * Specialising in building and maintaining pipeline infrastructure for Gas distribution. * Zero debt company * Higher promoter stake , above 74% * Order Book of more than Rs.1000 Cr. To understand more about the potential 👇
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@valuepick
Valuepick
6 months
Megatherm Induction Limited - Looks promising. Do your own due diligence. Discl : Holding
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@valuepick
Valuepick
2 years
APL Apollo promoters completed the acquisition of Moongipa Securities. Now Promoters along with other investors including Sri.Ashish Kacholia, Sri.Mukul Agarwal etc infusing more than Rs.300Cr into this company through allotment of shares/Warrants on a pref. basis. Discl.Invested
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@valuepick
Valuepick
3 years
For your kind attention - Other than this twitter account and blog (), I have no Facebook or Telegram accounts and I am in no way responsible for anyone misusing my blog name and collecting money in the name of stock recommendations. I HAVE NO PAID SERVICE.
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@valuepick
Valuepick
4 years
Mayur Uniquoters - Multiple triggers ahead ?. Due to character limitations in twitter , one short note posted in Blog . You can read it in below link :
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@valuepick
Valuepick
2 years
On this auspicious occasion of Diwali, Presenting a stock idea in the below link of my blog for your study and analysis.( For Educational purpose only) #Antara , #Maxindia
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@valuepick
Valuepick
7 years
In a bull market ,the wall between equity research and story telling is thin.But only something with a good business will withstand a bear market , not mere stories. Be prudent , be choosy ....😀
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@valuepick
Valuepick
3 years
Story of Sheetal Cool Prod. is the story of Hard-working,Dedication and Family bonding.Their journey from a small pan shop to Rs.300 Cr Co well depicted in the below link.I hope they will achieve their Vision-2030( Rs.1500 Cr Co) before the targetted time.
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@valuepick
Valuepick
3 years
Stay tuned for a note on an Indian company operating in a niche sector. This is the only listed company in the entire world from this upcoming sector.
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@valuepick
Valuepick
4 years
Jay Kay Enterprises - Moving into 3D printing space. For a short note , check the below link. For information purposes only .Do own due diligence/ consult a SEBI Registered advisor before any action.
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@valuepick
Valuepick
2 years
Shiva Cement ( BSE -532323), This JSW group company's Rs.1500 Cr project fast nearing completion. This project started in 2020. Currently trading at Rs.780 Cr Mcap.Worth a close look. Discl: Invested
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@valuepick
Valuepick
6 years
New sectors and themes emerges as favorites in each new phase of market. Keep an eye on Piped gas /City gas infrastructure related players with good balance sheet , like Maharashtra Seamless.
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@valuepick
Valuepick
3 years
Lot of tailwinds visible for apparel exporters. Keep Pearl Global Industries ( PGIL) in watch list . Well diversified and one of India's largest exporters in this field, supplying to brands like GAP, Walmart,Zara,Old Navy..etc.Group company of PDSMFL.
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@valuepick
Valuepick
6 months
Swan Energy pre-paid Rs 2206 Cr Debt . In the last 6 months, the group's debt reduced from Rs.4128 Cr to Rs.1675 Cr . Revamp of recently acquired Reliance Naval and commissioning of few large projects in its subsidiaries ensuring multiple growth levers ahead. Discl : Holding
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@valuepick
Valuepick
6 years
"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty." Winston S. Churchill
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@valuepick
Valuepick
3 years
Advance Diwali Wishes to all .Detailed notes on a company that is expected to benefit from increasing EV penatration uploaded in the below link : ( For educational purpose only , I am not a SEBI Registered Research Analyst/Advisor)
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@valuepick
Valuepick
3 years
Detailed notes updated in the below link : ( For educational purpose only , I am not a SEBI Registered Research Analyst/Advisor)
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@valuepick
Valuepick
2 years
Schneider Electric Infrastructure - Fairly large Capex from this MNC. #SchneiderElectric
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@valuepick
Valuepick
4 years
Happy Diwali to all my friends . Let 'Adani Gas' bring more light and wealth for you in coming Diwalies.😊
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@valuepick
Valuepick
4 years
Promoter's and KMP'S continuously buying in Cyient Ltd.
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@valuepick
Valuepick
7 years
In a momentum market , buying at any price because of left out feeling is a common mistake.Always Keep an eye on valuation and wait with patience for better opportunities. 😀
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Valuepick
3 years
Modi Naturals - Trying to transform from a commodity product player to FMCG .
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@valuepick
Valuepick
6 months
Ignore the noises around. Concentrate on businesses and their valuation. Act at the right points . Of course, in a staggered manner considering the volatility.
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@valuepick
Valuepick
4 years
PG Electroplast started commercial production of Air Conditioner out door units from its new manufacturing facility .
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@valuepick
Valuepick
2 years
The real surprise is not RBI action but it happened on the LIC IPO opening date itself .
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@valuepick
Valuepick
4 years
Apollo Tricoat ( Formerly Best Steel Logistics) highest ever sales volume in the history of company.
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@valuepick
Valuepick
2 years
After a long wait of two years,NCLT aprvd. the merger of Danlaw Elect.Assembly with Danlaw Tech India(DTIL).On merger, promoter stake in DTIL will increase to 62% from 50% and the US based Danlaw Inc will own around 25% out of this, in India listed entity.
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Valuepick
3 months
Megatherm - Promising
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@valuepick
Valuepick
3 years
Apollo Tricoat to be merged with APL Apollo . The proposed share exchange ratio is 1:1
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@valuepick
Valuepick
7 years
Godrej Agrovet - One true proxy of Rural Growth Story, listed today. A possible compounder in the years to come.
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@valuepick
Valuepick
4 years
Ashapura Minechem Dec.qtr Sales Rs.349 Cr v/s Rs.48 Cr . Profit before Exceptional item Rs.29 Cr v/s a loss of Rs.32 Cr .( All compared with same qtr last year)
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@valuepick
Valuepick
4 years
Ultimately ,no package will work unless there is money in the hands of people to spend .Stable policies on labor, tax, environmental clearance, better coordination between government departments...etc are the need of the hour for more job creation.
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@valuepick
Valuepick
3 years
P.G Electroplast - Land aquisition for further capacity expansion .
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@valuepick
Valuepick
2 years
To understand the opportunities and challenges in the aquaculture industry ,I talked with a few experts in this sector and visited an aqua farm of a company @ Tuticorin.
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@valuepick
Valuepick
3 years
Weekend Brainstorming. ( For Educational purpose only)
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@valuepick
Valuepick
4 years
P.G Electroplast - in the same business of Dixon and Amber. Promoters' subscribing shares through preferential offer @ Rs.150.
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@valuepick
Valuepick
10 months
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@valuepick
Valuepick
2 years
JYOTI STRUCTURES * Company taken over through CIRP by a consortium of investors led by Mr.Sharad Sanghi ( MD of NTT India, founder of Netmagic) * Rs.3965 Cr is the committed payment to banks.
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@valuepick
Valuepick
2 years
This is the season of Annual Reports and AGM's . Serious investors should not miss the easiest opportunity to directly interact with management and clear doubts . All the best 👍
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@valuepick
Valuepick
4 years
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@valuepick
Valuepick
12 days
Sad to say that , in general the June quarter results are not enough to justify the recent rally in stock prices. Only very few exceptions.
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@valuepick
Valuepick
4 years
Premco Global - One of the rare Indian beneficiaries of thriving textile industry in Vietnam as well as China+1 sourcing policy. Manufacturers of narrow fabric, tape and webbing.
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Valuepick
3 years
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@valuepick
Valuepick
7 years
Ramky Infrastructure reported a topline of Rs. 324 Cr v/s Rs.222 Cr and a net PROFIT of Rs.3.34 Cr V/s a LOSS of Rs.41.5 Cr for the September quarter.
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@valuepick
Valuepick
6 years
After seven years long waiting one of Ramky's biggest projects is becoming ready for commercial operations . Big relief for the company .
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@valuepick
Valuepick
2 years
International Travel House ( ITHL) , promoted by ITC Ltd, reported 9 Months profit of Rs.13.63 Cr V/S a Loss of Rs.9 Cr last year .
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@valuepick
Valuepick
3 years
Weekend Study.. India is trying to become a manufacturing hub of the world.Recent developments connected with China adding fuel to these efforts. International logistics players will be sure winners out of it. Study TIGER LOGISTICS.(BSE Only). Check 👇
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@valuepick
Valuepick
4 years
With a strong debt free balance sheet, new product launches, developing India as a sourcing hub - this MNC deserving better valuation. For better understanding about the company , watch this video.
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@valuepick
Valuepick
7 years
As per today's bulk deal data , reputed investors including Vallabh Bhansali, Ajai Relan, Fidelity India Fund bought Amulya leasing @ Rs.555 👍
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@valuepick
Valuepick
3 years
Megasoft-Just for study purpose Seems,entities connected with Mr.Srini Raju(Founder CEO&MD of Cognizant and the master brain behind Sri City)tightening their grip over this co through recent dvpmts.Since no clue about their plans,it is a high risk play
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@valuepick
Valuepick
4 years
We forget the lessons learned from two year long bear market in two weeks long bull market. 😞
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@valuepick
Valuepick
6 years
A breakthrough in the journey of the company, from the brink of collapse to a debt free one . Management deserves big applause for their sincere efforts to bring back it on track .
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@valuepick
Valuepick
3 years
Infusion of Rs.550 Cr into Reliance infrastructure . Beginning of the second Innings ? 🤔
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@valuepick
Valuepick
4 years
Those with enough patience can look into Max Health Institute , trading @119 .50
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@valuepick
Valuepick
3 years
Those with enough patience can look into today listed Devyani International - franchise of KFC,Pizza Hut, Costa coffee..etc
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@valuepick
Valuepick
4 years
Inaguration of P G Electroplast's new A/C manufacturing facility.
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@valuepick
Valuepick
7 years
Much awaited debt restructuring in Nitco Ltd
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Valuepick
5 years
“Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can’t produce a baby in one month by getting nine women pregnant.” WB
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@valuepick
Valuepick
3 years
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Valuepick
4 years
Weekend Brainstorming - Let us study a Hero or Zero company that :- (Try yourself or stay tuned)
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@valuepick
Valuepick
2 years
After a long wait...
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@valuepick
Valuepick
4 years
Re-looking NCL Industries. Considering the performance of other cement companies from same area,I hope it will report decent numbers in medium term.(In last 3 qtrs NCL reported NP in the range of Rs.5 -10Cr).Heat recovery plant is expected to reduce power cost.Keep an eye on it.
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@valuepick
Valuepick
2 years
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@valuepick
Valuepick
4 years
If mutual funds step up buying in small caps due to new SEBI rule on Multi-cap fund allocation and price starts to move up, many good small cap companies will trade once in a week or once in a month due to GSM restrictions 😄
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@valuepick
Valuepick
4 years
Shree Digvijay Cement - Debt free, Ex CEO of Ambuja Cement, Dividend after a gap of 33 years ( subject to shareholders approval)
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@valuepick
Valuepick
3 years
PPE's like Mask,Kit, Sanitiser,Oximeter..etc seems part of our life now and this condition may continue for an extended time even this pandemic subside.NSE SME listed MHHL is the cheaply valued(MCap around Rs.60 Cr) beneficiary.HY ended Sep20 result attached.March result not out.
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@valuepick
Valuepick
4 years
Ashapura Minechem conducted their AGM Yesterday. Management commentary was very positive. Company acquired license for operating three bauxite and one iron ore mine in Guinea.Contribution from the same expected from 2nd half of current FY.
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@valuepick
Valuepick
2 years
Rs.127 Cr fund infusion in Speciality Restaurants. One of the beneficiaries of higher disposable income in the hands of the public.
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@valuepick
Valuepick
4 years
From Ashapura Minechem latest AR.
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@valuepick
Valuepick
7 years
May the peace and joy of Christmas be with you today and throughout the New Year.
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Valuepick
10 months
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Valuepick
6 years
Ramky Infrastruture completed the sale of NAM expressway to Cube Highways which will result a reduction of debt worth Rs.1500 + Crores from Ramky's consolidated books. 😀
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@valuepick
Valuepick
7 years
Recently listed(Post demerger)bicycle and auto parts manufacturer belongs to south India's well known business group seems worth exploring.
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@valuepick
Valuepick
3 years
Sunshield Chemicals - Kid of MNC parent Solvay.
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@valuepick
Valuepick
7 years
As per today's announcement in BSE Rahul Gupta (Son of Mr. Sanjay Gupta -Chairman of APL Apollo Tubes)taking substantial stake in Best Steel Logistics.He will become promoter and existing promoters will be reclassified as'Public'.Open offer also announced.
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@valuepick
Valuepick
3 years
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Valuepick
7 years
Really funny to see that even some well known business channels flashing promoter exited from Amulya .Doing some basic home work is necessary before saying something in public domain. Recalculate the post merger share holding of promoter and conclude only thereafter.
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@valuepick
Valuepick
7 years
Many of the listed dairy companies are trading at a market cap of 2-3 times to their sales but the above one is @ <0.5.Let us hope at some point of time promoters will realize stock market is a place to create wealth for their fellow share holders too .😄
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@valuepick
Valuepick
6 years
Lactose India promoters subscribed equity shares ( by conversion of warrants) @ Rs.158.1 , where market price is Rs.107.
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@valuepick
Valuepick
4 years
B2B to B2C
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Valuepick
3 years
Pioneer Embroideries.
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Valuepick
3 years
If this is true , really amazing !
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Valuepick
4 years
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Valuepick
5 years
Reduce promoter's holding upto 65 % is the new headache for market .What will happen if companies increase total capital and issue shares to non promoters like some funds or Institutions to an extent which brings down promoters holding below the limit 🤔
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@valuepick
Valuepick
4 years
Thanks everyone for your wishes and wishing same to all of you...
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@valuepick
Valuepick
2 years
One Step Forward...
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