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Newsletter Performance Review : Q2FY25
Issue #016 reviews the performance of featured stocks post their Q2FY25 results. This includes -- SAMHI Hotels, BLS International, Zaggle, Sky Gold…
Nov 20
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Newsletter Performance Review : Q2FY25
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840% Upside: UGRO Capital’s Ambitious Roadmap to Five-Star Status ⭐⭐⭐⭐⭐
Issue #015 dives into UGRO Capital's bold ambition & blueprint to replicate Five-Star Business Finance's successful playbook in the MSME lending space
Nov 13
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840% Upside: UGRO Capital’s Ambitious Roadmap to Five-Star Status ⭐⭐⭐⭐⭐
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October 2024
Garware Hi-Tech Films Eyes Blockbuster 100% EPS Growth 🍿
Issue #014 examines Garware Hi-Tech Films Limited's strategic focus on niche, high-end products & the impact of margin expansion on it's financials…
Oct 11
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Garware Hi-Tech Films Eyes Blockbuster 100% EPS Growth 🍿
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September 2024
Ceigall India Ready to Soar Higher: 70% Upside on Strong Order Pipeline 🕊️
Issue #013 dives into the buzz surrounding Ceigall India Limited, examining its business fundamentals, performance, order book and valuations. My…
Sep 22
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Ceigall India Ready to Soar Higher: 70% Upside on Strong Order Pipeline 🕊️
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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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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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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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Zaggle All The Way - a 10X in 10Y Opportunity 🎁
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114
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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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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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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144
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There's Magic in the Air 🧙
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47
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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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
96
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🏅India's Olympic Sized Investing Opportunity
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