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55x in 23 years and yet only 41 people benefited entirely

Dear Sir, First of all, 55x in 23 years isn’t our performance. Our track record of research is for 8.5 years, which again has been decent, however, not smooth, especially the last 2 years. If interested, you can check here -> LINK So, who has delivered 55x in 23 years? Recently we came across an ad from DSP Equity fund and found some interesting bits and believe the same should be helpful for those who are increasingly getting disappointed with…

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Model Portfolio: Feb’20 performance update…Down but outperforming benchmark indices

Dear Sir, Hope you are doing well. We are glad to share that broader markets seem to have bottomed out and have started recovering. As mentioned in our 15th Jul’19 article (LINK), Jul-Aug 2019 proved to be a great time for one to be greedy than fearful and we believe despite the 10-15% run up since then, small and mid-cap space should continue to be the good hunting ground for potential long-term investment opportunities. Someone very rightly said, ‘instead of…

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Caplin Point: Sales and profits looking great…but where are the cash flows

Dear Sir, Caplin Point is engaged in the business of Pharmaceuticals – producing and marketing wide range of generic formulations and branded products in overseas markets. The company primarily focuses on the emerging markets of Latin America, Caribbean, Francophone and Southern Africa and is today one of the leading suppliers of Pharmaceuticals in these regions. Back in the day, i.e. around 6-7 years back, we used to like the numbers of the company and considered it worthy of investment; however, for…

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