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6 days ago6 min read
Ugro capital:Weathering the storm
In-depth research of Ugro capital, a business maintaining its asset quality in tough times and growing at 30%+
Dec 66 min read
Chamanlal Setia exports: Exporting rice, importing profits
In depth study of a business that can potentially grow at 40%+ at cheap multiples.
Nov 288 min read
Techknowgreen solutions ltd: Green revolution
Complete analysis of a business in the cusp of the green revolution
Nov 2110 min read
Jindal Drilling: Drilling profits
A business thesis that can double its profits by the next year
Nov 79 min read
JM Financial and Edelweiss: in the right trajectory
Study the potential revival of two giants in the financial services industry and the key thesis behind it.
Oct 319 min read
Jeena sikho lifecare
Understand a leader in a fast growing rising industry.
Oct 2410 min read
Supply side dominance
Understand supply side dominance and how it allows companies to make superior ROI. -
Oct 178 min read
SG Mart: Disrupting the steel industry
Understand the business of SG mart which is guiding to grow at 50%+ CAGR
Oct 1017 min read
The logistics sector: Backbone of India
Understand all of the logistics sector and three businesses with the potential to grow at 100%+!
Oct 310 min read
Moneyboxx ltd: A 100% growing lender
Understand a lender which is growing at 100% and is still continuing to maintain its asset quality.
Sep 268 min read
Value Migration
Learn one of the strongest mental models that can help find the next emerging sector.
Sep 1911 min read
Pre engineered buildings: Proxy to Infra
In depth analysis of an emerging industry with its listed players.
Sep 127 min read
The Catalyst investing
Inspired by the works of Mark Minervini, understand what triggers to look for to maximize IRR returns.
Sep 56 min read
The art of Portfolio allocation
In depth understanding of how I look at portfolio allocation and stock picking.
Aug 298 min read
Samhi Hotels: High conviction turnaround bet
The complete analysis of a high conviction high allocation bet that I own: Samhi Hotels.
Aug 1511 min read
The CANSLIM approach
Learn the powerful CANSLIM strategy that was developed by the late legendary trader William O Neil.
Aug 87 min read
Blue Pebble ltd: A three digit growth story
Analysis of a triple digit grower available at 25 PE multiple.
Aug 111 min read
Small finance banks: low cost high growth business
Understanding how banking works and analyzing all the small finance banks
Jul 257 min read
Filtering the next big idea
I discuss all the methods of how I filter stock ideas! read to learn them all.
Jul 1810 min read
Interglobe Aviation: Flying high
Learn the Aviation industry business of Interglobe Aviation.
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