We were lucky to get the understanding of the change in the fortune of the shrimp industry and to spot Avanti Feeds at a very early stage. Since then we have been providing regular updates. It has been one of the dream performance over the last 2-3 years – the company’s revenue have grown at … Continue reading Avanti Feeds: MPEDA announcements
We have discussed Avanti Feeds several times on our blog in past. The company has performed superbly over the last five years. The revenues have grown at a CAGR of 45%, and the net profits have grown to 30 crore in 2013 from a loss of 1 crore in 2010. To get a better understanding … Continue reading Avanti Feeds: Management Q&A
We discussed Avanti Feeds about a year back at Rs 35. The stock has been a multi bagger backed by very strong growth in revenues and profitability and is currently trading at Rs.145. Financial Data of last 6 years (Figures in Crores): FY 2007 2008 2009 2010 2011 2012 CAGR Sales 121.74 102.83 73.00 96.16 … Continue reading Avanti Feeds: Annual Report updates
We wrote about Avanti Feeds @Rs.33 and provided couple of updates [1, 2]. The stock has had a dream run since then and now @Rs.147 it is a 4 bagger in flat 7 months!!! It feel great to be part of a multi-bagger stock idea especially when markets have been pessimistic. The purpose of this … Continue reading Avanti Feeds – A Dream Run!
2014 has been an eventful year. At the macro level, we had a new government, an enthusiastic new leader, a great bull run… and at the personal level, we attended many more AGMs, read more books and met many great intellectual minds in the investing world. We had the highest ever visitors on both Dalal-Street … Continue reading Reviewing 2014
We wish you and your family a very Happy and Prosperous Deepawali. Samvat 2070 has been a great year for investors and the future looks equally promising. Lately, we haven’t been posting much because of the guidelines of SEBI on research analysts. The guidelines come at a needed stage as there is a lot of … Continue reading Wish you a very Happy and Prosperous Diwali
First of all a heartiest congratulations to everyone for giving such a clear mandate. It was the need of the hour for our country and society to have a better and stable government. It is heartening to see that this time the election has been won on the agenda of development. From inaction and scams, … Continue reading Updates on the Quarterly Results – Q4FY14
We are happy to share that we have got a mention in the April issue of Money Today Magazine.
Alembic Pharma Management Q&A We have an US CEO who has been with us for last 5 years and assembled together a top Team in International Generics business. Success has come because of Product Identification ability. Year-wise market-wise plans are drawn up till 2024 We have built a strong IP Culture/Team over last 5 years … Continue reading Alembic Pharma Q&A and other updates
Welcome 2014! Dear Friends, Dalal-street team wishes you & your family a very Happy & Prosperous New Year! 2013 has been a great year for markets, especially the mid cap area we focus on. The best thing about markets has been that it has focused on quality and rewarded companies with good balance sheet, business … Continue reading Happy New Year 2014