We have briefly discussed about Kitex Garments a few times over the last 1 year. What primarily attracted us to the stock was its low valuation. The stock was trading at 5-6 times its earning. The clarity about the company’s business, however, was insufficient. At that time Crisil had suspended the company’s rating, the annual … Continue reading Kitex Garmets: Management Q&A
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.
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
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