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A hidden investment opportunity that is discarded by the market
An industry leader poised to capitalize on sustainability and regulation tailwinds trading at 10x PE
Dec 12
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A hidden investment opportunity that is discarded by the market
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Raising serious questions on Afcom Holdings Ltd
Unpacking the Hype: Evaluating Afcom’s Bold Claims and the Risks Investors Can’t Ignore
Dec 7
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Raising serious questions on Afcom Holdings Ltd
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September 2024
A classic 5x opportunity template
Looking beyond what is made available from companies can help in the current bull market
Sep 10
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A classic 5x opportunity template
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May 2024
Curious Case of the Hotel Property of Cineline India Ltd
Going into the past transaction details uncovers the bad transaction contours
May 28
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Curious Case of the Hotel Property of Cineline India Ltd
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Investment Idea: A Real Estate Player
A contrarian idea in the momentum sector
May 23
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Investment Idea: A Real Estate Player
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April 2024
Reading the Current Geopolitics situation
Sharing excerpts from Danske Bank report
Apr 10
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Reading the Current Geopolitics situation
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February 2024
Update on PFC and REC
PFC and REC are trading at attractive risk-reward for the growth and profitability that they offer
Feb 29
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Update on PFC and REC
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Making Sense of Whirlpool India Valuations
Risk/reward is not yet favorable
Feb 25
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Making Sense of Whirlpool India Valuations
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Republishing our views on Whirlpool India
We wrote about Whirlpool India in December 2021 at the time when a large PMS house was selling the stock and it had not delivered any returns since…
Feb 20
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Republishing our views on Whirlpool India
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Launching Nine One Equity Portfolio
We received our approval to provide investment advisory services from SEBI on 23rd Jan 2024.
Feb 13
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Launching Nine One Equity Portfolio
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Republishing Our Views on PFC & REC
Sharing our original post that we published in Dec 2022
Feb 11
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Republishing Our Views on PFC & REC
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January 2024
Views on HDFC Bank
Are Merger pangs giving an opportunity to buy?
Jan 24
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Views on HDFC Bank
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