Categories
General

The Investor and the Admissions Officer

I’ve had the following conversation many times with novice investors in the past, but it became all too common in 2020, with so many first-timers entering the markets. Investor: “I think Company X is gonna do quite well over the next few months (or years). They have quite a few new products lined up for […]

Categories
Analysis

Jyoti Resins – How to pad up your Cash Flows

In my quest for unearthing the hidden gems from the Indian micro/small cap space, I come across all types of companies. Almost 95% of them are mediocre companies, with no great future prospects. Only a handful stand out and deserve a deeper look. And then there are some like Jyoti Resins and Adhesives Ltd, which […]

Categories
Analysis

DHP India Ltd analysis

We divide our analysis into 2 parts – Business and Management. Business The Company makes regulators and accessories for all types of LPG equipment. 85% of their revenue is export sales, rest 15% is from sale of Scrap materials in the domestic market. When we research a business, we’re looking for signs that might indicate […]