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Cyclical investing - case studies
|
|
6
|
13767
|
October 28, 2023
|
|
Shilpa Medicare -Racing away on the Oncology API highway!
|
|
742
|
237337
|
July 8, 2024
|
|
HIL – Eco (onomic) friendly way to play rural prosperity in India
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108
|
34816
|
May 18, 2024
|
|
Nitta Gelatin India Ltd |
|
|
45
|
16918
|
June 6, 2024
|
|
Pidilite Industry : Fevicol ka Jod
|
|
136
|
54805
|
February 1, 2024
|
|
Pennar Industries Limited
|
|
182
|
47367
|
June 3, 2024
|
|
Worth peripherals- manufacturer of corrugated boxes
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|
24
|
7143
|
February 28, 2024
|
|
IRB INVIT TRUST- new game in the town!
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|
340
|
61116
|
July 11, 2024
|
|
RHI Magnesita India Limited ( Orient Refractories ) - Speculation cum special situation
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|
120
|
57168
|
March 17, 2024
|
|
Lancer Containers
|
|
53
|
15143
|
April 18, 2024
|
|
Motilal Oswal Financial Services
|
|
218
|
75135
|
July 15, 2024
|
|
Alkyl Amines : trying to find more details
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|
117
|
57235
|
September 19, 2023
|
|
Persistent Systems-Potential Multibagger
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|
192
|
78859
|
July 3, 2024
|
|
My portfolio-Nibin
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|
33
|
10559
|
November 13, 2022
|
|
Omkar Speciality Chemicals Ltd -- OSCL
|
|
996
|
190127
|
December 29, 2021
|
|
MOLD TEK PACKAGING---dividend plus growth
|
|
321
|
105097
|
July 10, 2024
|
|
Prakash Industries Ltd. (Prakash)
|
|
545
|
139742
|
July 4, 2024
|
|
VIP Industries : Luggage
|
|
135
|
49136
|
July 15, 2024
|
|
Tata Chemicals Ltd
|
|
147
|
45882
|
June 15, 2024
|
|
Rossell India Ltd
|
|
53
|
23788
|
June 1, 2024
|
|
Waaree Renewables - old Sangam Advisors - can it keep on renewing?
|
|
93
|
31910
|
May 24, 2024
|
|
Rajasthan Cylinder and Containers Limited- An excellent case of valuation anomaly? (An 8 crore Mkt. Cap company with investments in fast growing associate company worth many times its market cap !)
|
|
22
|
20365
|
August 20, 2015
|
|
Paradeep Phosphates - Efficiencies galore
|
|
11
|
4982
|
July 20, 2023
|
|
Actionables 2.0: Scuttlebutt on Farming/Migrant Labour/Economic Activity
|
|
20
|
11898
|
July 30, 2020
|
|
Tilaknagar Industries- Potential Turnaround Candidate
|
|
16
|
7403
|
June 23, 2024
|
|
Akshada's portfolio: Views are welcome
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|
83
|
18607
|
May 23, 2023
|
|
HLE Glascoat - (Valuation gap with GMM Pfaudler)?
|
|
65
|
37177
|
October 9, 2022
|
|
Spandana Sphoorty Financial Limited - An Efficient Player
|
|
17
|
6982
|
March 29, 2024
|
|
Parag Milk Foods - FMCG company just in Name or Deed?
|
|
313
|
93835
|
January 30, 2024
|
|
Why not leave it to the experts?
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|
44
|
7809
|
June 9, 2024
|
|
POKARNA LTD ( Stock opportunities )
|
|
733
|
192392
|
January 5, 2023
|
|
CARE Ratings Limited
|
|
454
|
137347
|
July 9, 2024
|
|
Power Mech Projects - Not a typical Power Infra Company
|
|
54
|
22218
|
July 16, 2024
|
|
Aksh Optifibre fundamental analysis
|
|
350
|
87640
|
July 4, 2020
|
|
Poor Charlie's Almanack: The wit & wisdom of Charles T Munger
|
|
37
|
26502
|
July 16, 2024
|
|
Nitin Spinner - textile yarn story
|
|
185
|
66510
|
February 5, 2024
|
|
Nestle India - FMCG Play
|
|
205
|
63107
|
April 25, 2024
|
|
Strides Pharma Science
|
|
297
|
91389
|
February 28, 2024
|
|
Sagar Cement - Cyclical Upturn
|
|
91
|
28747
|
August 30, 2023
|
|
Tejas Networks - Product based IT business in a favored sector?
|
|
347
|
83025
|
July 18, 2024
|
|
Kamlesh’s Smallcap Portfolio
|
|
18
|
6314
|
November 24, 2022
|
|
What you are buying in this major correction ? PF readjustment!
|
|
127
|
42957
|
March 16, 2018
|
|
Sterlite Technologies | Digital India play
|
|
462
|
126892
|
July 11, 2024
|
|
Kanchi Karpooram Ltd
|
|
125
|
42783
|
November 11, 2023
|
|
SMC -Global Securities Ltd. -- Moneywise Long Term
|
|
13
|
3947
|
February 19, 2024
|
|
Capacit'e Infraprojects
|
|
111
|
43624
|
February 17, 2024
|
|
Solitaire Machine Tools (micro cap stock in machine tools sector)
|
|
24
|
9169
|
May 19, 2019
|
|
Everest Organics: High growth Micro cap stock from API space
|
|
80
|
16038
|
October 26, 2022
|
|
Asian Granito (AGL) - Another Kajaria in making
|
|
108
|
42681
|
August 23, 2023
|
|
Track your portfolio using Google sheets
|
|
18
|
17895
|
April 18, 2024
|
