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[Stock note]: Aries Agro – Decent growth, improving cash flows, PE of 10

Hello Sir, In this market correction, I was screening for growth stocks and came across Aries Agro. The company hasn’t delivered great returns over the last 10 years; however, since FY 20 the company has been doing well with consistent growth in sales and profits, improvement in cash flows and balance sheet and the PE is 10. The issue with the company is that it doesn’t do con-calls; however, luckily, the management shares fair bit of information in AGMs. Below, we…

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[Stock note]: Allied Digital Services – 9 bagger since Sep’20…How to identify Turnaround stocks early?

Everyone is looking for growth stocks at reasonable valuations or turnaround opportunities before turnaround happens. The idea is to catch such stocks early so that in case there’s good growth in earnings, one can get good returns on stocks. The question is – How does one screen for such stocks? We believe, by tracking Promoters/Insiders actions.   Before that: Recently, we released a new stock recommendation under “Insider Bets“ subscription in which Promoter infused capital and increased stake when the stock was down 60% from…

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[Stock note]: Dynemic Products…among largest makers of Food colors and Promoter bought recently

Food color gives consumers an almost immediate impression about the freshness, flavor and quality of a product and is thus a very important constituent of any food item. Dynemic Products is one of the largest manufacturer and exporter of synthetic food colors and today we will briefly look at this company. In fact, we have worked on this stock in the past and recommended it to our Alpha and Alpha + members in Mar’16 around 47 odd levels and also closed it around 140 in…

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[Stock note]: Gulshan Polyols…government supporting Ethanol Industry

Recently, Govt. of India supported grain-based ethanol players by reducing the price of FCI broken rice from Rs 28 to Rs 22.50 per kg. Gulshan Polyols has set up a large capacity of Ethanol of around 26 crore liters annually and expects benefit from reduction in grain prices. Below, we have shared notes from the Q3 FY 25 concall to understand the potential of the company better.   Important Update: Recently, we recommended a new stock under “Insider Bets“ subscription and this…

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