Author Archive
Good articles
“Dumbo could fly because he was a baby elephant. Adult elephants are aerodynamically unsound.” – Ralph Wanger in reference to preferring Small Cap Stocks over the Large Caps in “A Zebra in a Lion Country” Here we are again to share some newspaper articles and blog posts we liked specifically. 1) When – How – What of Small [...]
Camphor & Allied Products
Camphor & Allied Products is a pioneer in the field of Terpene Chemistry with technology from Dupont, USA. The products of the company are Synthetic Camphor, Terpineols, Pine Oils and Resins etc & they find application in Fragrance, Pharmaceutical, Soap & Cosmetics & Varnishes Industries. CAPL has two plants – first at Bareilly, UP & [...]
Shakti Met Dor
When I first looked at this company 3-4 years back, I couldn’t believe that selling doors could be a highly profitable and organised business. Yes, SML is a Hyderabad based company which specializes in Special steel Doors & Windows. The company has quickly scaled up from about 7 Cr turnover in 2002 to 80 Cr [...]
Welspun Syntex
Welspun Syntex Ltd (WSL) is part of the reputed B K Goenka group (Welspun Gujarat). WSL is one of the largest exporters of Polyster Textured Filament Yarn from India. The company has two plants located at – Silvassa and Palghar, Thane. Interesting points to note are: The company is doing a turnover of approx 400 [...]
Majestic Auto – Performance Updates
We had recommended Majestic Auto here at just Rs 60/- (then at approximately at 80% discount to its value of investments). The stock has been hitting upper circuits for last few days and is trading @ 138.75 now. The valuation gap discussed earlier has now reduced to approx 52% now from 80% earlier. We would [...]
Best articles during the week
“I read about eight newspapers in a day. When I’m in a town with only one newspaper, I read it eight times”. - Will Rogers Most of our investment ideas come small corners of the daily newspapers or the weekly magazines (or some interesting blogs). We often come across some interesting articles feeling an urge share [...]
Gujarat Reclaimed Rubber Products (GRRPL)
Rubber recycling looks like a good business – as it is both profitable and eco-friendly. Given the rising prices and supply limitation of natural rubber, usage of reclaimed rubber is more economical (costs Rs 40/Kg) and bound to increase. Add to it the opportunity to expand this business. There was an article which highlights the [...]
Our stocks in Media
Usually most of our discussed stocks are mid-caps whose merits are generally unknown to the masses. Whenever there is coverage of these stocks by Media…they get due attention and often do well. Some of our stocks got wide coverage in last few days: 1. Asian Hotels: Will Asian Hotels’ shareholders gain after its demerger into [...]
Three cheers for Shilpa Medicare
Shilpa Medicare has made a new high at 345 today. We had initially discussed the stock on our blog here on 26th July, 2009 when the price was Rs 80. Hence the stock has given a gain of 331% in less than 1 year . The stock is now a 10 bagger from March lows. [...]
Jocil
Are there any value picks in this market? Yes, I believe there are a few options like – Jocil. Most of us would be hearing this name for the first time The company is a subsidiary of Andhra Sugars (55.02% stake) and is listed only on NSE. The company specializes in manufacturing of Stearic Acid [...]
