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Few days back we released the latest Sep’15 research note on an emerging company for our Alpha and Alpha + members and would like to share with you details on the same. We have always believed that it’s important to get the four pillars of stock selection right; they are: business, management, financial performance and the valuations. If the above four are strong (reasonable in case of valuations), you probably have a long term winner at hand and that seems…

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…

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…