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[Stock idea] – Excel Industries…leading agrochemical intermediates maker

Hello Sir,Hope you are doing well.One of my favorite Peter Lynch quotes is – The person that turns over the most rocks wins the game.This is so true for investing, especially if you invest in small-mid cap stocks.There are so many opportunities around; however one does have to keep running various screens and scout for potential stock investment opportunities.Recently, we came across Excel Industries which is a major agrochemical intermediate maker. The numbers looked decent and we decided to dig deeper. Below, we…

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[Stock idea] – Rushil Decor…leading MDF manufacturer

Hello Sir,Hope you are doing well.Did you know? – In wood panels industry in India, MDFs contribution is only around 20-30% and plywood accounts for 70%; however, worldwide 45-50% is MDF, 45-50% particle board and minuscule contribution from plywood. The usage of MDF is expanding rapidly in India and being a capital intensive industry, there are a handful of major players.Below, we have shared notes from Q1 FY 23 concall of Rushil Decor which is a major player in the MDF and the laminate…

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[Stock idea] – Kilpest India

Hello Sir,Hope you are doing well.We have always enjoyed digging up really small companies in the market cap range of Rs 20 crore to Rs 500 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. Nevertheless, it’s always good to read about such companies and an individual investor can always look for potential investment opportunitiesSo, for sometime, Kilpest India has been under our radar because of its Diagnostic…

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[Stock idea] – Titan Biotech

Hello Sir,Hope you are doing well.We have always enjoyed digging up really small companies in the market cap range of Rs 20 crore to Rs 500 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. Nevertheless, it’s always good to read about such companies and an individual investor can always look for potential investment opportunitiesSo, for sometime, Titan Biotech has been under our radar because of…

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