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Rajratan Global Wire – Some Interesting notes from Annual Report 2020

Dear Sir, We read several annual reports in a year and make notes for our reference.  We believe Annual Reports are one of the best documents to increase your understanding of the company and you can learn more about how to use them at the following LINK However, do keep in mind, such notes are mostly cut, copy and paste from the annual reports of the companies and are in no way a research report or a recommendation on the…

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Special Situation: Ineos Styrosolution delisting…up 40% in bad markets

Dear Readers, We keep saying that besides long-term investment, one should also look at Special situation opportunities like delistings, buybacks, demergers, etc because in a lot of such cases the correlation with the markets is much lower and therefore such opportunities add stability to the portfolio and deliver additional gains. In line with the same philosophy, we would like to share with you details on Ineos Styrosolution’s delisting opportunity. We shared the same with Alpha + members. Ineos Styrosolution delisting…

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Ultramarine and Pigments Ltd – Notes from Annual Report 2020

Dear Sir, We read several annual reports in a year and make notes for our reference. Going forward, we will be positing such notes for the benefit of the readers of our website. We believe Annual Reports are one of the best documents to increase your understanding of the company and you can learn more about how to use them at the following LINK However, do keep in mind, such notes are mostly cut, copy and paste from the annual…

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Alpha + Model Portfolio…up 40% since Mar’20 lows

Dear Sir, Hope you are doing well and staying safe. We are glad to share that broader markets have recovered well from the lows of Mar’20 and even though there might be some correction or consolidation going forward, we may not see the Mar’20 lows again. As mentioned in our 20th Mar’20 article (LINK), March 2020 proved to be a great time for one to be somewhat greedy than too much fearful and we believe despite the run up since…

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