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Raymond Lifestyle: The Incomplete Man (Since 2024)
Issue #012 explores the recent demerger & listing of Raymond Lifestyle Limited and the opportunity it presents for quick gains. It's The Complete…
Sep 15
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Shankar Nath
128
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Raymond Lifestyle: The Incomplete Man (Since 2024)
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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…
Sep 8
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Shankar Nath
136
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GOLD Rush: I'm SKYing a 144% Jump in Profits
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August 2024
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…
Aug 30
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Shankar Nath
223
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Zaggle All The Way - a 10X in 10Y Opportunity 🎁
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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…
Aug 22
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Shankar Nath
177
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BLS International Stamps a 93% Upside
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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…
Aug 15
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Shankar Nath
181
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Hidden Profit of ₹236 Crores Triggers SAMHI Hotels Turnaround
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February 2024
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…
Feb 28
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Shankar Nath
132
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There's Magic in the Air 🧙
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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 …
Feb 13
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Shankar Nath
130
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Paints, Textiles & Second Chances 🙏
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January 2024
🏅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…
Jan 28
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Shankar Nath
91
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🏅India's Olympic Sized Investing Opportunity
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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…
Jan 7
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Shankar Nath
67
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Today’s Special: Fish, Manchurian & a 32% Yield
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December 2023
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…
Dec 24, 2023
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Shankar Nath
80
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A Safer Way to Make 12% Returns
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A Bank's Heist, Love Blossoms & a 22% Profit
In this issue, we examine - a) ICICI Bank's heist via ICICI Securities delisting process, b) a 22% profit opportunity with Somany Ceramics Buyback & c…
Dec 7, 2023
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Shankar Nath
53
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A Bank's Heist, Love Blossoms & a 22% Profit
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November 2023
The Easiest 18% Profit You'll Ever Make
In this issue, we examine the 18%-return-in-a-month opportunity from TCS's buyback program. Plus, we investigate the 300% surge in BSE Limited's stock…
Nov 23, 2023
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Shankar Nath
74
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The Easiest 18% Profit You'll Ever Make
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