Avanti Feeds: Annual Report updates

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

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 … Continue reading Best articles during the week

CHI Investments – Interestingly mis-priced

CHI Investments Investment Rationale: Holds investments worth Rs. 224.00 Cr as on 11th May, 2009 while it’s own market cap is just Rs. 28.50 Cr. The company is debt free. (Annexure 1) Compared to other investment/holding companies, CHI is available at just 1/10th of the value of investments it holds while others trade at about … Continue reading CHI Investments – Interestingly mis-priced