intermediate

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

October 21, 2022

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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[Portfolio Stock]: Shree Pushkar Chemicals – Earnings to increase substantially

September 6, 2021

Dear Investor, Our investment philosophy is to look for low-risk opportunities with significant upside. The idea is to look for companies where there’s not much market euphoria, while something interesting is happening underneath and therefore the downside is low while the long-medium term potential is immense. Well, it so happened that in Jan’21 we came across a chemical company dealing in dye intermediates and dye stuffs which hadn’t caught the market attention because the demand for dyes had still not…

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