Our investment philosophy is to look for low-risk opportunities with significant upside.
The idea is to look for companies where there’s not much market euphoria, while something interesting is happening underneath and therefore the downside is low while the long-medium term potential is immense.
Well, it so happened that in Jan’21 we came across a chemical company dealing in dye intermediates and dye stuffs which hadn’t caught the market attention because the demand for dyes had still not recovered. Meanwhile, anticipating the recovery in demand, the management was silently increasing the capacity several fold and all of it through internal accruals.
The stock was: Shree Pushkar Chemicals Fertilizers (NSE: SHREEPUSHK) and we recommended it to our Premium Members
The detailed report on Shree Pushkar can be read at the following link (free access, no login required) – LINK
We shared the report on 30th Jan’21 when the stock was trading around 124-125 odd levels.
Hope you enjoy reading the detailed analysis (do not miss the Expansion and Valuation sections as you will surely be amazed by the numbers) as it offers insights into how one can still find high quality companies at very reasonable valuations in not so well followed sectors.
Disclosure: I have personal investment in Shree Pushkar Chemicals.
We have released our New Stock Recommendation. A market leader reporting 20% CAGR and available at less than 10 times pre-tax earnings…Read more about it HERE
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