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[Stock Recommendation]: Gujarat Ambuja Exports – Largest Maize Processing company in India

Dear Sir, Hope you are doing well. We would like to share with you an interesting stock idea on: Gujarat Ambuja Exports (NSE: GAEL). While the name of the company may not be very inspiring, they are actually doing very good business in the Maize Processing Segment in India. On the face of it Maize Processing may sound boring; however, you will be surprised to know that the value added downstream products manufactured by the company find application in industries like…

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Presentation on Special Situation Opportunities in the Indian Stock Markets

It feels great to share with you an important piece of update on the work front. Recently, I got an opportunity to address the 2nd Year MBA students of MDI, Gurgaon, a premier Business school, consistently ranked in the top 10. The address was a part of the Behavioral Finance & Business Valuation (BFBV) course as covered by Prof. Sanjay Bakshi and the topic was Special Situation Opportunities in the Indian Stock Markets. Despite the initial nervousness, the presentation went…

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How to Identify Stocks with Low Downside Risk and Potential for Large Gains?…Backed with Examples

Dear Sir, Hope you are doing well. Today, I would like to share with you our thought process on how to identify stocks with low downside risk and potential for high pay offs. I think you will agree with the following two facts: All the businesses are cyclical to varying extents and go through lean periods, and Best returns are generated when a company goes through both Earnings and PE expansion Thus, if you combine the two, we get the…

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[Recommendation] – Delisting Opportunity – Low Downside and Expecting Promoters to buy out at higher price

Dear Sir, It’s always great to participate in Special situation opportunities (SSOs) as there can be decent gains in relatively shorter duration of 3-4 months. We have also benefited from this strategy with several Special Situation opportunities like Ineos Styrosolution delisting, Suven life-Suven Pharma demerger, Linde India delisting, Hexaware delisting, Xchanging Solutions delisting, etc appreciating by 20-140% in a period of 2-11 months. So, just 2 days back we released our New Special Situation stock report and we think you may find the logic behind the same interesting as there’s a…

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