Hello Sir, Hope you are doing well. Today, we would like to share with you our stock report on Pokarna (NSE – POKARNA) which is one of the largest exporter of Quartz surfaces from India. We recommended Pokarna around 7 months back in Feb’24 around 470-471 odd levels. We continue to hold the stock since then. The detailed Feb’24 initiation report on Pokarna can be read at the following link (free access, no login required) – Click HERE While the detailed report can be read from the above link,…

Hello Sir, Hope you are doing well. Recently I came across Lloyds Metals & Energy. It’s been a 100 + bagger since Mar’20. While going through the financial performance of the company, was thinking to myself, how can we identify such turnaround stories at an early stage and make great returns on stocks? Source: Screener   If you remember, we have been saying, look for Preferential allotment of warrants to Promoters in companies in which there’s been a decent correction in stock price (40-50% or…

Hello Sir, Hope you are doing well. I was recently reading about Kiri Industries. It’s a Rs 2,000 crore market cap company and what’s interesting is that it is likely to receive Rs 5,000 crore from sale proceeds of Dystar. Basically, Kiri, a minority shareholder in Dystar, initiated a legal battle in 2015 against Senda, Dystar’s majority shareholder, accusing it of minority oppression through various actions in Singapore High Court. On March 3, 2023, the SICC delivered the final valuation of Kiri’s stake in joint…

Hello Sir, Hope you are doing well. I think you would agree with me that deciding when to Sell a stock is probably 10x more difficult than deciding when to buy. At least I find selling very difficult because there’s always this fear that I may sell too soon and what if the stock continues rising. Based on my observation of several stocks which have had decent correction, 1 metric you can add to your checklist to aid sell decision is: No.…

Hello Sir, Hope you are doing well. I was recently reading about Sahyadri Industries. Can you imagine, even in this bull run, the stock is down almost 60% from its highs of 840 odd levels and currently trading around 350. I enjoy looking at such stocks because the idea is to allocate some part of the portfolio to contra picks which may end up doing well over the next 2-4 years. Below, we have shared our notes from the Q1 FY 25 con-call…

Hello Sir, Hope you are doing well. Recently I came across Som Distilleries & Breweries. It’s been an 8+ bagger since Mar’21. 8 bagger is fine. The question is how could one have picked the stock in Mar’21 for the subsequent gains? The company reported one of its worst performance in FY 21 with both operating and net losses. Despite the poor performance in FY 21, let’s check out, how could one have picked the stock in Mar’21 before the performance started improving…