Blog – Katalyst Wealth

[Stock notes] – PSP Projects…fast growing construction company

April 19, 2024

Hello Sir, Hope you are doing well. You know what’s the best part about investing in stocks without taking leverage is – Asymmetric payoffs. If the process is right, stocks can go up 2x, 5x, 10x or much higher while the max you can lose on a stock is 100%. Thus, if you focus on basics: business growth, reasonable valuations, promoter’s skin in the game, low portfolio churn, diversification, in the long term it’s highly unlikely one will not do well.…

[New Apr’24 Special situation opportunity] – Changes in ownership in fast growing business

April 14, 2024

Hello Sir, Hope you are doing well. Today we will release new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note will be released HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however, with proper research and analysis, one can always evaluate and participate in opportunities with seemingly low…

[Industry Notes]: Is there going to be a huge demand for Recycled Pet granules?

April 12, 2024

Hello Sir, Hope you are doing well. Recently, I was reading about Ganesha Ecosphere. Ganesha is the largest PET bottle recycling company in India. The company has set up a rPET chips plant at Warangal and as per the management there’s going to be huge demand for rPET granules in India. Source: Ganesha Ecosphere Q3 FY 24 con-call Considering what the management said, we decided to check in detail about Recycled PET industry and it seems like Recycling PET= Great Business +…

[Industry Notes] – Is it a good time to look at Edible Oil stocks for investment

April 12, 2024

Hello Sir, Hope you are doing well. We scan through 100s of stocks in a year and analyze several of them to come up with few good stocks recommendations for our Alpha/Alpha + members. Our focus is medium-long term wealth creation and the idea is to try identify opportunities with long runway for 20-25% CAGR possibility. Recently, I was looking at few companies like Gokul Agro, Venky’s, etc. which deal in Edible Oils. The industry is currently going through a tough time as edible oil…