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Focused Portfolio approach: Important principles of stock selection

Dear Readers, Having read about Warren Buffett, several investors like to practice and emulate his consolidated portfolio approach, however following an approach without following the principles of the same can be disastrous as is the case with several investors. Recently read The Warren Buffett Way by Robert G. Hagstrom…the book is excellent and as the title suggests it encapsulates the Warren Buffett’s way of investing. The book also outlines Buffett’s tenets i.e. the tenets for following focused investing (consolidated portfolio…

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[Report]: DFM Foods: Leading branded snacks food company

Dear Sir, We would like to share with you a detailed report on DFM Foods (BSE – 519588). Recently, in Apr’15 we shared our findings on DFM Foods (BSE Code – 519588) which is well known for its CRAX and NATKHAT packaged snacks. The report was initiated for Alpha and Alpha plus members in April 2015 at around levels of 330 (CMP – 620) Note: The report is being shared only for the purpose of information and is not an…

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Alpha+: Research Reports status as on 14th Jun’15

Dear Readers, Please find below the status of Special situation & Long/Medium term Research reports on stocks made in Alpha+ as on 14th Jun’15. The status is updated on monthly basis. This is not an investment advice and is a track record of research reports initiated by us. The performance data quoted represents past performance and does not guarantee future results. Special situation reports – Highlights 33 Special situation/Risk arbitrage reports initiated in last 3.5 years Closed above initiation price…

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[Jun’15]: Special Situation – Value unlocking with Sale of loss making assets and separation of businesses

As you might be aware we look for both long term investment opportunities in stocks of high quality companies and Risk arbitrage/Special situation opportunities as temporary parking places for short term gains and yesterday we released one such Special situation opportunity for our premium Alpha +/Alpha + and Model Portfolio members. This new Special situation opportunity is basically a play on substantial value unlocking in the company on account of triggers like: Sale of certain loss making assets, and Separation…

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