Ekansh Mittal

[New Stock Reco]: Online Retail company at attractive valuations

In the last 2 months, markets have correctly sharply and broader markets are down around 25% from the peak. We see this as a good opportunity for investment with horizon of 3-4 years or more and recently we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. This company is into Online Retail business with very high operating leverage and attractive valuations. We like good companies going through a temporary…

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[Stock note]: Gulshan Polyols…government supporting Ethanol Industry

Recently, Govt. of India supported grain-based ethanol players by reducing the price of FCI broken rice from Rs 28 to Rs 22.50 per kg. Gulshan Polyols has set up a large capacity of Ethanol of around 26 crore liters annually and expects benefit from reduction in grain prices. Below, we have shared notes from the Q3 FY 25 concall to understand the potential of the company better.   Important Update: Recently, we recommended a new stock under “Insider Bets“ subscription and this…

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[Stock Idea]: Lloyds Metals – 100 + bagger since Mar’20…How to identify Turnaround stocks early?

Sometime back 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 screen for such turnaround stories at an early stage and make great returns on stocks? Just look at how the numbers changed since FY 22. Source: Screener   Important Update: Recently, we recommended a new stock under “Insider Bets“ subscription and this Friday will share a new recommendation with “Alpha…

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Stock ideas – List of companies where Insiders bought shares from open market

These days, common questions are “How long will the correction last?“, or, “Is it the bottom?“ I think nobody knows. All we know is, it’s been a decent correction and instead of trying to time your purchase, spread your purchase over the next 12 months. What’s good though is that Promoters/Insiders of many companies where the stocks are down 40-50% from the top have started buying from the open market. Legendary investor Peter Lynch once said: ‘Insiders might sell their shares for…

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