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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. In line with the above philosophy, in this mail we have shared notes from the Q2 FY 23 con-call of S P Apparels which is one of the leading manufacturer and exporter of knitted garments for infants and children.Hope you find the insights useful for your own…

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4.33 years – Tracker sheet monthly performance update

Hello Sir, Hope you are doing well. Today, we would like to share with you our Performance update as on 15th Dec’22. We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HERE In 2018, we decided to start maintaining a Tracker Sheet. The purpose of the same was: to share with our members as to how we would act on our research and to compare our performance with benchmark indices on portfolio basis…

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Dec’22 – Complete list of stock recommendations

Hello Sir, Hope you are doing well. Today, we would like to share with you our complete list of stocks recommended till Nov’22. I was going through all the stock recommendations made by us since 2011. Found out that we have been covering 3 stocks for more than 8 years now including 1 stock for 11 + years. The returns on all 3 have been decent at 9x, 18x and 32x (including dividends). You can find details of all the stocks recommended, including the bad ones from the google sheet uploaded at…

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[Stock] – Mallcom India…one of the largest protective equipment maker

Hello Sir,Hope you are doing well.Do you know what PPE is?It’s personal protective equipment. The below image will make it clear. In India, the seriousness and the penetration regarding such products is relatively low; while PPE usage is strictly followed in developed regions like Europe, US, etc.In this mail, we have shared notes from the Nov’22 presentation of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. It also does private label manufacturing for large global customers. Recently, we released…

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