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 (opens in new tab)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…
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 (opens in new tab)Alpha + members.…
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 (opens in new tab)LINK However, do keep in mind, such notes are mostly cut, copy and paste…
Dear Sir, Hope you are doing well and enjoying the run up in the stocks. Well, considering the fall of Mar’20 and the gloom and doom all around, the run up has been truly exceptional with the portfolios moving up by 40% (since March lows) and some individual stocks up more than 50-100% and even more. Luckily for us as well, a lot of stocks have seen a great run up and helping us outperform benchmark indices by a wide…