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Great insights into the life and thought process of Rakesh Jhunjhunwala

Hello Sir,Hope you are doing well.It’s unfortunate that Rakesh Jhunjhunwala has left us too soon. However, there’s always something to learn from him. Recently, his close friend and a legend himself, Ramesh Damani did an interview with Moneycontrol and shared some interesting insights into the life and the thought process of RJ.Below, we have shared excerpts from the interview of Mr. Damani with moneycontrol. We enjoyed reading it thoroughly and hope you enjoy it too. [New Stock recommendation] – How often does one…

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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. In line with the above philosophy, in this mail we have shared notes from the Q1 FY 23 con-call of S P Apparels which is one of the leading manufacturer and exporter of knitted garments for infants and children. Hope you find the details useful for your…

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DFM Foods – Special situation opportunity

Dear Members, We have released 18th Aug’22: Special situation opportunity on the proposed delisting of shares of DFM Foods (NSE Code – DFMFOODS). The same has also been produced below. For details and other updates, please log into the website at the following link – http://katalystwealth.com/index.php/my-account/ Note: For any queries, mail us at [email protected] Date: 18th Aug’22 CMP – 317.30 (BSE); 316.35 (NSE) Rating – Positive – 3% weightage; this is not an investment advice (refer rating interpretation at the…

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[Stock Idea]: Mallcom India…one of the largest PPE maker

Hello Sir,Hope you are doing well.Do you know what PPE is?It’s personal protective equipment. The below image will make it clear. In India, the seriousness and the penetration regarding such products is relatively low; while PPE usage is strictly followed in developed regions like Europe, US, etc.In this mail, we have shared notes from the Q1 FY 23 con-call of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. Hope you find the details useful…

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