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

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

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

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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[New Apr’24 Special situation opportunity] – Changes in ownership in fast growing business

Hello Sir, Hope you are doing well. Today we will release new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note will be released HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however, with proper research and analysis, one can always evaluate and participate in opportunities with seemingly low…

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