No books but, old annual reports of companies like Ajanta Pharma, Avanti Feeds, Pantaloons, Titan, etc are the best case studies I have found on the net.
Also, you can consider reading all the starting few posts for the below companies to see how things play out over time.
Ajanta Pharmafeatures in Hitesh Patel’s current top 5 picks for a 2-3 year horizon. I had not looked at this at any depth before, but decided to as it came highly recommended from Hitesh. Here is what Hitesh has to say about the stock in brief
Ajanta pharma)-- consistent growth, good brands in domestic markets, strengthening its presence in overseas markets, relatively recession proof, reducing debt since around last few quarters. cmp 192, stock available at a pe of around 5-6. On a scale of 1 …
Hi,
I have been following this company for sometime and the industry seems to have turned around in a big way and the future looks promising. I seem to have missed discussing the stock on valuepickr as I'm unable to locate an existing thread. Hence starting a new post:
Few weeks back we got the FY12 annual report of the company and the same is very promising. Here is an update:
Avanti Feeds: Annual Report updates
Posted onAugust 18, 2012 byRoopali
. Its never too late to make amends.
I want to understand first the competitive space around onclology APIs. Whats so special about Shilpa? Arent there others in the Oncology API space like Dabur Pharma/ Why are pharma majors not in this game? Why are Chinese API…
These posts are classics in their own right.
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