Hello Sir, Hope you are doing well. We have released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented, owner operated, leading companies in their respective segments that are trading at reasonable valuations and invest with a horizon of 3-4 years. The one shared on Friday fits our framework as it’s a sub Rs 2,500 crore market cap stock, among the top 2 players…

Hello Sir, Hope you are doing well. I have always been fascinated with stocks from building products industry. In the past, have covered several stocks from this space like Cera Sanitaryware, Carysil, Century ply, Greenply, Greenpanel, etc. and mostly they have delivered huge returns over longer periods of holding. Recently I was again looking at Greenpanel Industries to understand the scenario in the MDF space. Greenpanel is the largest player in India in the MDF (medium density fibre board) space with 6,60,000…

Hello Sir, Hope you are doing well. Today we released new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note can be accessed 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, if carefully analyzed, one can always participate in opportunities with seemingly low downside and a potential for…

Hello Sir, Hope you are doing well. Recently I came across Associated Alcohols & Breweries. The stock came to our notice because of its ongoing capex of 40 Million Liters per annum Ethanol plant which is likely to commence operations from next month, i.e. Oct’23. The company has its proprietary brands in the IMFL segment and is also the contract manufacturer of very renowned brands like – Black Dog, VAT 69, Smirn Off, etc. Below, we have shared interesting insights from the Q1 FY…

Hello Sir, Hope you are doing well. Recently, I was scanning through some stocks and came across a company in which the promoters have been increasing stake year on year for more than 5 years now. It is Sukhjit Starch & Chemicals. On reading further, found out that it is one of the oldest and the largest maize processing company specializing in production of starch and its derivatives. Below, we have shared interesting insights from the Q4 FY 23 con-call of…

Hello Sir, Hope you are doing well. Sometime back we released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented, owner operated small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years. The latest one fits our framework as it’s a sub 3,000 crore market cap stock, largest player in India in some of the Specialty…