Dear Investor, I think it wouldn’t be wrong to say that almost all the stock market investors want their stocks to go up 5x, 10x, 20x or even more. But, it’s neither easy, nor most of us know what it takes to achieve such out-sized returns. We have all heard stories of how a certain stock went up 50-100x for great investors like: Mr. Jhunjhunwala, Mr. Vijay Kedia, Mr. Ashish Kacholia, etc. However, most of the time such stories don’t…
Dear Sir, We read several annual reports in a year and make notes for our reference. Going forward, we will be positing such notes for the benefit of the readers of our website. We believe Annual Reports are one of the best documents to increase your understanding of the company and you can learn more about how to use them at the following LINK However, do keep in mind, such notes are mostly cut, copy and paste from the annual reports…
Dear Sir, In Sep’18 we initiated coverage on Aarti, leading API manufacturer, for our Premium Members. You can read the detailed initiation report on the company at the following LINK Recently, on 5th Feb’21, we finally closed the coverage on the stock and booked complete profit in our Model Sheets as well. The company has been a great wealth creator for us and our members. We first initiated coverage on the same in Feb’14 around 27-28 odd levels (adjusted for…
Dear Sir, One of the mental models we use for identifying potential investment opportunities is “Companies that have completed major Expansion”. The idea behind the above is that most of the time earnings get depressed during the Expansion period and the stocks become available at cheaper valuations. So, while the current earnings might be depressed, with the completion of the Expansion, the earnings 2-3 years down the line could improve substantially. Thus, giving an opportunity for earnings and valuations re-rating.…