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[Stock idea] – Krsnaa Diagnostics…notes from Q3 FY 23 con call

Hello Sir,Hope you are doing well.Private diagnostic players minted great sums of money during the covid-19 scare. However, there’s one listed company which follows a slightly different business model than others in the diagnostics space. The company is Krsnaa Diagnostics and is one of the largest players operating on the PPP (Public Private Partnership) model.We decided to dig deeper into the company to understand the business model better.Below, we have shared details from the Q3 FY 23 con-call of the company: Before that, some good news for medium-long…

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[Stock idea] – Shakti Pumps…notes from Q3 FY 23 con-call

Hello Sir,Hope you are doing well.Shakti Pumps is one of the largest players supplying Solar Pumps under the KUSUM scheme and expects strong growth going ahead.Like all the other stocks, this one too is going through a phase of correction and is down 50% from the peak. We decided to dig deeper into the company.Below, we have shared notes from the Q3 FY 23 con-call transcript of the company: Before that, some good news for medium-long term investorsIndividual investor participation in shares dropped to 34 months…

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Good news for medium-long term investors…less competition in market

Hello Sir,Hope you are doing well.Here’s some good news for medium-long term investors that I read this morning.’Individual investor participation in shares dropped to 34 months low in Jan’23.Daily cash market average volumes of non-institutional investors (Retail and HNI investors) were at 22,829 crore in Jan’23. This is the lowest since Mar’20 and 61% below peak of 58,409 crore in Feb’21’Source: Economic Times How is this good news for medium-long term investors?If you have been investing for 8-10 years or more,…

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Feb’23 – Complete list of stock recommendations

Hello Sir, Hope you are doing well. Today, we would like to share with you our complete list of stocks including our biggest mistakes. I was going through all the stock recommendations made by us since 2011. Found out that we have been covering 3 stocks for more than 8 years now including 1 stock for 11 + years. The returns on all 3 have been decent at 9x, 19x and 28x (including dividends). [2011-2022] Performance Snapshot   *These are not portfolio yearly returns. Year wise XIRRs…

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