@dn2017 – thanks for sharing your ideas. I did my independent research on MMP and it does look lucrative given the tailwinds for construction and mining sectors. The management (Mr. Bhandari) sounds very seasoned and credible – watched his IPO presentation from 2017. BTW, KRBL’s falling knife is something I too am playing with – Mr. Gupta’s bail should bring some relief.
My big bet for 2021 is Asian Granito Ltd. (AGL) – here is my thesis on AGL – I’d love to hear an unfiltered critique of my thesis:
