Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies

Stock Opportunities
42

Sir ji would love to hear what was your thesis behind it. Are you thinking of adding some in the fall? Any concerns to point out or moat?

Ps. Sir hume bhi batate hum bhi lagate isme :smiley:

43

I have done it yesterday at around 139. You will get it around this price of course.:slightly_smiling_face:

44

Sir how did you get it at a discount? Right now it is trading at 190. Was it a typo or gues you get it at the IPO?

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45

Thank you sir :blush:
It’s very interesting, the way u are choosing the stocks.
I’ll copy that :sweat_smile:

46

I am sorry. My mistake. I have bought Avantel at that rate, not Standard Glass. Standard Glass is 190 of course. I have bought it at 207.

47

You may also like to keep an eye on Sagility, at 48 or so.

48

Please be careful. I make so many mistakes.

49

Thank you sirji no worries.

A couple of more cos which I think could add a little value to this thread.

Rategain - Fast Growing SaaS Leader could be a beneficiary for the travel industry.

Frog cellsat - Would it be a beneficiary of digital India theme? could be a beneficiary for the telecom industry.

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50

Blackrose Industries makes polyacrylamide, goes into making tiles. Only company making that in India.

1 Like