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[Stock idea] – Chemfab Alkalis…leading Caustic soda maker

Hello Sir,Hope you are doing well.There are so many potential investment opportunities around; however one does have to keep running various screens and put in great number of hours researching stocks.Recently, we came across Chemfab Alkalis which is a major Caustic soda maker. The numbers looked decent and we decided to dig deeper. Below, we have shared notes from the Care credit rating report on the company.Hope you find the details useful in your search of investment opportunities. Before that, a few days…

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[Stock idea] – S P Apparels….leading exporter of kids/babies garments

Hello Sir,Hope you are doing well.  It is believed that no matter what, parents don’t generally reduce expenses related to kids or even if they do, it’s one of the last things they cut their expenses on. There’s recessionary environment in west. So, the question is, whether the demand for kids/babies garments will be impacted? What about China +1?To know answers to above questions, we have shared notes from the Q3 FY 23 con-call of S P Apparels which is one of the leading…

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Is there a right age to start investing?…some eye popping numbers

Hello Sir,Today, let me talk about the most important habit that everyone should build as early as possible in life.  It is the habit of Saving and Investing!!I was lucky enough to start earning small sums of money at the age of 21 and started investing in stocks as I had some exposure to stock market due to my family background.Recently, I came across an illustration by L&T Financial services mutual fund and the numbers were quite astonishing to say the least.…

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[New Stock Report]: Sub 500 crore market cap, deleveraging and ~6 times post-tax earnings

Hello Sir,Hope you are doing well.Yesterday, we released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same.We focus on growth oriented small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years.The one shared yesterday fits our framework as despite being a sub 500 crore market cap stock, it’s one of the largest players in its segment, has good operating performance track record,…

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