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Zaggle All The Way - a 10X in 10Y Opportunity 🎁
 • Shankar Nath
83
BLS International Stamps a 93% Upside
 • Shankar Nath
78
Hidden Profit of ₹236 Crores Triggers SAMHI Hotels Turnaround
 • Shankar Nath
45
There's Magic in the Air 🧙
 • Shankar Nath
41
GOLD Rush: I'm SKYing a 144% Jump in Profits
In Issue #011, I examine Sky Gold Limited - a designer & manufacturer of gold jewellery. Aided by capacity expansion & acquisitions, Sky Gold is…
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Shankar Nath
33
Zaggle All The Way - a 10X in 10Y Opportunity 🎁
Issue #010 features a leading player in the spends management space. Can Zaggle’s unique business model, growth drivers and global aspirations turn it…
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Shankar Nath
83
BLS International Stamps a 93% Upside
In Issue #009, I dive into BLS International Services Ltd. With strategic expansion & strong financials, BLS is poised for significant growth. This…
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Shankar Nath
78
Hidden Profit of ₹236 Crores Triggers SAMHI Hotels Turnaround
Issue #008 delves into a remarkable turnaround in the hotel industry. I analyze the recently-IPOed SAMHI Hotels & uncover a hidden ₹236 crore profit…
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Shankar Nath
45
There's Magic in the Air 🧙
In Issue #007, we examine Imagicaa's magical rise from bankruptcy to a highly profitable & growing franchise. This issue also includes my 2024 Magic…
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Shankar Nath
41
Paints, Textiles & Second Chances 🙏
Issue #006 features Shalimar Paints & GHCL Textiles - two companies that're starting a new innings for themselves. We examine their investing thesis …
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Shankar Nath
48
🏅India's Olympic Sized Investing Opportunity
In Issue #005, we examine a) Gujarat's infrastructure push with the 2036 Olympics as a catalyst & b) taking advantage of forced selling opportunities…
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Shankar Nath
27
Today’s Special: Fish, Manchurian & a 32% Yield
Welcome to Issue #004. In this issue, I'll present 2 investing ideas -- 1) a case for investing in Chinese stocks as a contrarian strategy & 2) the…
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Shankar Nath
44
A Safer Way to Make 12% Returns
In this issue, we examine - a) a unique, special situation scenario at JTL Industries Limited and b) how InvITs offer equity-type returns at debt-type…
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Shankar Nath
19
Shankar Nath’s Newsletter
Shankar Nath’s Newsletter
I research companies, sectors, turnarounds, smallcaps, IPOs, monopolies & special situations - so that you don’t have to

Shankar Nath’s Newsletter

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