Ekansh Mittal

[Stock idea] – Sahyadri Industries…Can this be a good Contra pick in overheated market?

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…

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[Stock Idea]: Som Distilleries & Breweries – 8 bagger since Mar’21…how could one have picked the stock in Mar’21

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…

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