Karthik's Portfolio - Mostly mid and smallcaps

[sujay85]

@Karthik_Chan

Can this be the next Divi’s Lab by getting a 1Lakh crore mcap in the next few years?

Can’t explain it better than Hitesh ji.

Hitesh portfolio

@abhijain Divis has largely remained only an API player. Whereas Laurus has besides APIs moved into formulations, biologicals, and synthesis divisions. I do not know whether it is a good thing or a bad thing, but till now formulation has helped Laurus in showing very strong and profitable growth. Plus it also increases the opportunity size, being in adjacent businesses. Whether Laurus can repeat Divi’s feat is something only time will tell. But one pointer from history is that after a few y…

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Hitesh portfolio

@fundoo Laurus has a remarkable track record in terms of both topline and bottomline growth over past few quarters. Its rare to find companies which can show such fast growth. Usually maximum money in a stock’s journey is made during its fast growth phase. Usually there is strong disbelief when a company grows so fast. The usual queries raised are those related to cash flows, balance sheet issues, or promoter issues. The other question vexing investors in such growth stories is how long i…