Finally sold TIPS Industries today. Been a 10 bagger and the best business I have held till date ( 100%+ ROC, practically no cash requirement to grow, constant dividend and buyback with 25-30% growth)
One would rarely find such ideas in the investing career
Reason for selling:
#Fairchemorganics Capacity expansion + New Products + Forward Integration
Fairchem is poised to have another record breaking year in 2022
Source: Prem Watsa Annual Letter
Disc: Invested
#StocksInFocus#stocks
#NIIT continues to add new clients
👉Guidance to grow at 20% in CLG and 50% in SNC segment
👉Demerger will lead to re-rating in CLG business
👉High ROC, High growth company available at decent valuation now
Disc: Invested and will keep on adding on dips.
#stocks
नवारंभः अन्यारंभस्यांतादायाति।
[Every new beginning comes from some other beginning’s end]
After 7 fantastic years at Negen PMS, I'm ready for a new chapter. During these years, I've gained invaluable experience in special situations and portfolio management.
Now, I am taking a
Explore and find such special situations. I hope this was insightful! You know whom to follow to learn more or have questions about such special situations. See you next time with more such case studies and live special situations.
Come, say hi if this was helpful :)
Second biggest SME IPO to be launched soon.
My second bet on MDF play after Green panel, run by ethical and hardworking promoters, massive CAPEX underway along with product diversification
Disc: Invested and biased.
I thought, I’ll go back to Omaha, take some college classes, and read a lot—I was going to retire! I told my wife, “Compound interest guarantees I’m going to get rich.”
ic9.in/3407529
Massive CAPEX coming onstream in the next 6 months. One can check out the latest presentation and earning concall for more insights
High growth, high ROC > 20% business available at a reasonable valuation.
Disc: Invested from 400 levels, planning to add on dips
#stocks
Watch this amazing journey of @AtulDRaval a microcap investor from Gujrat where he shared the opportunities and pitfalls of investing in microcaps
Thanks a lot for this interview @SmartSyncServ@AtulDRaval
