Will This Business Positioned For Digital Era Turnaround? 0 (0)

In market, everybody keeps saying that turnarounds seldom turnaround. We can go a step further and say even in life turnarounds seldom turnaround. Turnarounds are very difficult to play because success rate in such situations is very low. Most management keep making the same mistakes again and again and that only adds to the existing …

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Time to Focus on Structural Plays 5 (1)

We have talked about some structural stories in Threads Oct 2020 1.0. Contract Manufacturing, Gas sector, Chemical, Pharma, Equipment manufacturer are some of the stories we discussed and few compelling ideas from these stories. Today we are going to talk about few stocks which are either in the zone of entry or soon could give …

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Can This Agri Stock Double in 2 Years? 0 (0)

After the corona pandemic market has rewarded certain segments and punished most of the segments. One of the segment rewarded by market is agriculture related businesses. Reason for that is corona has been largely devastating in metros, urban areas and rural area is still unaffected. The stock that we are going to discuss today is …

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What do you like most ? Tea or Coffee? 5 (1)

We covered Tata Consumer in last week of July around 400 area and stock recently did 590+ and in market weakness stock pulled back. Tata Consumer owns 57%+ in Tata Coffee. By way of owning Tata Consumer we have exposure to tea, coffee, salt, spices and other FMCG businesses of Tata group. #TataConsumer is good …

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Dividend Investing myths and how growing earnings can change the returns 5 (1)

The moment somebody talks about dividend in India people start thinking about Coal India, IOC, PFC and so on. There is a difference between dividend yield and dividend investing. There is little to no relation between investing for dividend and current dividend yield on offer. The correct term to use in such cases is dividend …

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Small Cap Pharma Company Focused on Novel Drug Delivery System 0 (0)

Today in a significant departure from our usual style where we largely focus on technical side of story, we will be more focused towards fundamental side of the story. This post is about a small cap pharma company with market cap of around 500 Cr. The product portfolio is impressive. A Debt free, Consistently Dividend …

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