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[Stock idea] – S P Apparels….leading exporter of kids/babies garments

Hello Sir,Hope you are doing well.  It is believed that no matter what, parents don’t generally reduce expenses related to kids or even if they do, it’s one of the last things they cut their expenses on. There’s recessionary environment in west. So, the question is, whether the demand for kids/babies garments will be impacted? What about China +1?To know answers to above questions, we have shared notes from the Q3 FY 23 con-call of S P Apparels which is one of the leading…

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Is there a right age to start investing?…some eye popping numbers

Hello Sir,Today, let me talk about the most important habit that everyone should build as early as possible in life.  It is the habit of Saving and Investing!!I was lucky enough to start earning small sums of money at the age of 21 and started investing in stocks as I had some exposure to stock market due to my family background.Recently, I came across an illustration by L&T Financial services mutual fund and the numbers were quite astonishing to say the least.…

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[New Stock Report]: Sub 500 crore market cap, deleveraging and ~6 times post-tax earnings

Hello Sir,Hope you are doing well.Yesterday, we released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same.We focus on growth oriented small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years.The one shared yesterday fits our framework as despite being a sub 500 crore market cap stock, it’s one of the largest players in its segment, has good operating performance track record,…

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1 chart that best explains Stock Market returns

Hello Sir,Hope you are doing well.It’s quite common for people in general to talk about good returns delivered by real estate or gold held by them or their forefathers.What’s mostly forgotten during the discussion is the holding period of the investment and the returns in terms of CAGR.Almost always, the holding period is 5-10-20 years or more.Now, look at this below chart of NIFTY which depicts annualized returns from 1995-2023.What’s interesting about the chart is that it gives annualized returns data over 1, 3, 5 and…

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