We have discussed about Atul Auto a couple of times and to go in-depth and get a much better understanding of the company, we interacted with Mr. J V Adhia, Vice President, Finance – Atul Auto. The company seems to be in a sweet spot with a very comfortable balance sheet and a good opportunity … Continue reading Atul Auto–Management Interview
BSE: 531795 We mentioned Atul Auto Ltd. as one of our Muhurat picks, the conviction has grown with more research and feedback on the company. Atul Auto Ltd. looks very promising company with a strong and stable balance sheet. Atul Auto is one of the leading 3 wheeler manufacturer and is based in Gujarat. They … Continue reading Atul Auto Ltd.
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 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
We wish all our readers a very Happy & Prosperous Deepawali. May Goddess Laxmi shower her blessings, and Lord Ganesha shower happiness on all of us. Samvat 2069 ended on a wonderful note as the Sensex hit an all time high. We recommend our readers to take part in the Muhurat Trading session on this … Continue reading Happy Deepawali: Samvat 2070
“management’s indifference and shareholder negligence both worked on Warren’s behalf, for the fewer folks came to the show, the more valuable would be whatever knowledge he could wrest from the company.” – from The Snowball where WB talks on the importance of attending AGMs There is a lot of fear in the markets and several … Continue reading Updates from quarterly results and AGMs
“Market rewards you as per your perception about the market. If you treat it as a gambling den, it will prove a gamble for you” – Vijay Kedia The results season is here and we are again busy tracking them. For those who still don’t use the alert feature in the Screener, we would highly … Continue reading Updates on latest quarterly results [Q4FY13]
Welcome 2013!!! Hello Friends, we wish you and your family a very Happy & Prosperous New Year! 2012 has been a good year for our financial markets with the sensex gaining over 25% this year and beating all other asset classes. The best thing was that the mid caps (the area we focus on) outperformed … Continue reading The Best Ideas and stuff of 2012