Blog

[Stock Idea]: Asahi Songwon…leading Blue pigment maker

August 29, 2022

Hello Sir,Hope you are doing well.Don’t know about you, but we keep revisiting stocks recommended and closed by us in the past. One of them is Asahi Songwon Colors which is supposedly one of the largest manufacturers of CPC Blue crude globally. We recommended this stock way back in 2018 to our Premium Members and closed with 56% gain as the growth outlook didn’t look great.Recently, we were again looking at the company to see if any developments have happened and it seems like some progress has…

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Latest Special situation Opportunity

August 26, 2022

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

August 26, 2022

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

August 19, 2022

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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