Latest Special situation Opportunity

Hello Sir,Hope you are doing well.A few days back, we released our latest Special situation opportunity for our Alpha + members and would like to share with you details on the same.As you might be aware, special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etcIn markets, nothing is risk free; however, if carefully analyzed, one can always participate in opportunities with low downside and a potential for good upside.At the same time,…

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[Stock Ideas] – Beer industry…large potential for increase in consumption

Hello Sir,Hope you are doing well.By the way, did you know this – The per capita Beer consumption in India in 2020 was only around 1.2 ltr while the same was 181.70 in Czech Republic.Recently, we were studying a listed Beer company – Som Distilleries and therefore decided to look at some data on Beer consumption in India. Below, we have shared our notes about the industry. Hope you find them useful for your own investments or to add the stocks to your…

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Great insights into the life and thought process of Rakesh Jhunjhunwala

Hello Sir,Hope you are doing well.It’s unfortunate that Rakesh Jhunjhunwala has left us too soon. However, there’s always something to learn from him. Recently, his close friend and a legend himself, Ramesh Damani did an interview with Moneycontrol and shared some interesting insights into the life and the thought process of RJ.Below, we have shared excerpts from the interview of Mr. Damani with moneycontrol. We enjoyed reading it thoroughly and hope you enjoy it too. [New Stock recommendation] – How often does one…

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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 Q1 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 details useful for your…

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