Ekansh Mittal

[Stock Note] – Stylam Industries…A highly profitable and fast growing laminates company

April 27, 2024

Hello Sir, Hope you are doing well. Recently, I was going through the details on Stylam Industries. It’s amazing to see the consistency with which the co. has grown sales and profits year on year. It’s always good to look at companies which have this uncanny ability of growing year after year and being highly profitable in highly competitive sectors. Below, we have shared notes from the Investor presentation and Q3 FY 24 con-call of the company. Hope you find the…

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[Stock Note] – Aarvi Encon…micro cap staffing company

April 26, 2024

Hello Sir, Hope you are doing well. Skilled human resource supply is probably inadequate and it’s always good to have companies that can provide expert engineering staffing solutions. Recently, while screening for investment opportunities, I came across a micro cap company Aarvi Encon Ltd which provides technical staffing solutions. On the cursory glance, the numbers looked interesting and decided to dig deeper. Below, we have shared notes from the Investor presentation and CRISIL credit rating report of the company. Hope you find…

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[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.…

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