It’s been almost 6 months (20th March ’20) since I last released a note on my market view. Read it here. That the market bottomed out on 23rd March ’20, exactly 3 days after I wrote my note, is purely coincidental in nature and I don’t make any claims of…
Category: Investment
Reliance Inds. – In the spotlight…
The last 2 months has just brought bad news, and more bad news. What with the rapid CoVID infection spread and deaths throughout the world and its collateral damage on world economy and citizens. With most nations resorting to lockdowns, businesses come to a grinding halt, unemployment numbers soar and…
Apocalypse?
The Apocalypse - An epic disaster film of faith, released in 2007, as a giant asteroid headed for Earth triggers a series of events signalling a complete destruction of the world. Sounds familiar? Well, it certainly does, after reading the constant news flows and social media messages, over the last…
(N)ow (B)etter & (F)itter (C)ompanies
I haven’t participated in the ‘financial’ roller coaster at all; initially because of my ignorance and later because anyone and everyone was owning some or the other financial stock and were wanting to add more to their holdings. And all of them (well, mostly) were making money. Every other private…
Jiya Eco Products – Q4FY19 conference call highlights
Last week Jiya Eco Products Ltd declared their Q4FY19 results. We attended their conference call to get better clarity into the numbers. Hereunder are the notable highlights: Full year volume numbers indicate continuing traction in sales of processed agri waste (now contributes +50% to overall volumes), but some slowing of…
My rendezvous with IKEA
A store not only offering free goods, but also offering money to customers for buying goods from them!!! Well, that’s the feeling I got when I accidentally happened to visit Ikea’s first retail store in India. This weekend, I was in Hyderabad for a couple of management meets. I am…
Rushil Decor – Management meet notes
We recently met with the management of Rushil Décor Ltd. (RDL) to understand the business better and its future prospects. While detailed notes are in the attached file Rushil Decor - Mgmt meet notes, hereunder is our takeaway from the meet: We like the home improvement space. It has all the…
Arihant Superstructures Ltd. – Q1FY19 conference call takeaways
We attended the conference call hosted by Arihant Superstructures Ltd (ASL), on 14th August, to discuss their Q1FY19 results. Arihant Superstructures Ltd., is one of the renowned affordable housing real estate developer, with significant presence in Navi Mumbai Metropolitan Region (NMMR) & Jodhpur. While you may want to refer to…
Bliss GVS – Q1FY19 conference call takeaways
We attended the conference call of Bliss GVS Lld held on 14th Aug, to discuss their Q1FY19 numbers. Attached herewith are the key takeaways from the call. Founded in 1984, Bliss GVS Pharma today has more than 33 years of expertise in Manufacturing, Marketing & Exporting of more than 250…
BIG is beautiful…not necessarily
I recently bumped into Sean, an old friend of mine. Since we met after long, we decided to chat over a coffee and started discussing a variety of subjects, markets being one of them. He seemed to be deeply disturbed by the recent meltdown in mid/small cap stocks and had…