Our biggest stock recommendation mistakes in 11+ years

Hello Sir, Hope you are doing well. In any business the businessman talks only about the positives, more so when interacting with potential customers. This is especially true of stock recommendation services wherein most of the analysts highlight only the good recommendations. However, as you may understand, investing in stocks isn’t a smooth ride. There are periods when stocks don’t perform, or there are times when one has to book losses in certain stocks. The same has happened with us…

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[Stock idea] – Krsnaa Diagnostics…PPP model in Diagnostics Industry

Hello Sir,Hope you are doing well.Private diagnostic players minted great sums of money during the covid-19 scare. However, there’s one listed company which follows a slightly different business model than others in the diagnostics space. The company is Krsnaa Diagnostics and is one of the largest players operating on the PPP (Public Private Partnership) model.We decided to understand the working of the PPP model to understand the company better.Hope you find the insights useful for your own investments or to add the stock to your…

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[Stock idea] – Bajaj Consumer…can it script a turnaround

Hello Sir,Hope you are doing well.I am sure you might be well aware of Bajaj Almond Drops Hair Oil (ADHO). It’s a leading brand in the light hair oil segment and the company behind the same is Bajaj Consumer. Bajaj Consumer has a bad track record in terms of wealth creation for the shareholders. However, recently there have been some changes at the top level management. Further, the company has also been working on reducing dependence on ADHO and expanding product pipeline.…

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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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