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[Stock idea]: Parag Milk Foods…Marquee investors like Mr. Utpal Sheth taking a bet on the stock

Recently I came across Parag Milk Foods (NSE – PARAGMILK). The company claims to command 35% market share in the cheese category and 22% in branded cow ghee segment. It came to my notice because it announced a preferential allotment of warrants to Promoters and Non-promoters at a price of Rs 179.10/- per warrant. The non-promoters include marquee investors like Mr. Utpal Sheth and company’s employee Mr. Ankit Jain. Below, we have shared notes from the Q4 FY 25 concall of the company…

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[Stock note]: Syncom Formulations – 6 + bagger case study…How to identify such stocks early?

Everyone is looking for opportunities that can turn out to be multibaggers. The question is – How does one screen for such stocks at an early stage? We believe one good way to screen for such stocks is as follows: Look for Preferential allotment of warrants/shares to Promoters/Insiders in companies in which there’s been a decent correction in stock price (40-50% or more) and the major or the entire allocation is to Promoters/Insiders. Let’s look at a case study – Syncom Formulations.   Latest Stock Recommendations – in the month of April…

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[Stock idea]: Gulshan Polyols…helping India reduce dependence on imported crude oil

India is gearing up to set a new target of 30% ethanol blending in petrol by 2030, having already achieved a ~20% blend by March of the current year. Gulshan Polyols is a leading producer of Ethanol with a total capacity of 810 kilo liters per day (KLPD). Just a few years back, its capacity was only 60 KLPD. For FY 25, the company sold 14 crore liters of Ethanol and is gearing up to sell 23-25 crore liters in FY 26.…

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[Stock idea]: Dreamfolks Services…can it be a contra bet?

I am sure you must have accessed Airport Lounges. If not, you must have seen a large queue of people waiting to enter airport lounges. Most of the time, company facilitating airport lounge access is none other than Dreamfolks Services. Dreamfolks is the market leader in the airport lounge aggregation industry in India and facilitates access to airport related services like – lounges, food and beverages, spa and wellness, etc. After surging to 800 odd levels, the stock is down 65%…

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