Hello Sir, Hope you are doing well. Everyone is looking for turnaround opportunities that can turn out to be multibaggers. The question is – How does one screen for such stocks? We believe one good way to screen for such stocks is as follows:   Look for Preferential allotment of warrants to Promoters in companies in which there’s been a decent correction in stock price (40-50% or more)   Let’s look at a case – Ashapura Minechem From FY 16 till FY…

Hello Sir, Hope you are doing well. Everyone is looking for stocks that can turn out to be multibaggers. The question is – How does one screen for such stocks? We believe one good way to screen for such stocks is as follows:   Look for Preferential allotment of warrants to Promoters in companies in which there’s been a decent correction in stock price (40-50% or more)   Let’s look at a case – Captain Polyplast In 2021, the stock peaked around…

Hello Sir, Hope you are doing well. Markets are at an all-time high and all the indices, be it small cap, mid cap, etc. all are doing well. A lot of investors have been sitting on the side-lines waiting for the correction. As is often the case, whenever the markets have corrected sharply or have done well, the general question that comes to mind is…what next? Instead of trying to predict what the markets will do next, we prefer looking…

Hello Sir, Hope you are doing well. Recently, I was going through the details on Stylam Industries. It’s amazing to see the consistency with which the co. has grown sales and profits year on year. It’s always good to look at companies which have this uncanny ability of growing year after year and being highly profitable in highly competitive sectors. Below, we have shared notes from the Investor presentation and Q3 FY 24 con-call of the company. Hope you find the…

Hello Sir, Hope you are doing well. Skilled human resource supply is probably inadequate and it’s always good to have companies that can provide expert engineering staffing solutions. Recently, while screening for investment opportunities, I came across a micro cap company Aarvi Encon Ltd which provides technical staffing solutions. On the cursory glance, the numbers looked interesting and decided to dig deeper. Below, we have shared notes from the Investor presentation and CRISIL credit rating report of the company. Hope you find…

Hello Sir, Hope you are doing well. You know what’s the best part about investing in stocks without taking leverage is – Asymmetric payoffs. If the process is right, stocks can go up 2x, 5x, 10x or much higher while the max you can lose on a stock is 100%. Thus, if you focus on basics: business growth, reasonable valuations, promoter’s skin in the game, low portfolio churn, diversification, in the long term it’s highly unlikely one will not do well.…