Nope. It continues to be loss making at a consolidated level. Stuff like India's Micosoft is just meaningless. They have invested a lot in R&D...
I like Suprajit Engineering. It expects to grow revenue 5 - 10% ahead of auto ancillary market growth. Valuations also look ok once Wescon...
This might sound cliched, but for me it is Warren Buffett. Reading Berkshire's annual reports helped me to become a more focussed investor. Thanks...
No idea about Viceroy, but agree on Indian Hotels. A long term investor has made no money from owning the stock. It must have been management...
I see. So if the catalysts are over two years away, it might be worth waiting for a while before investing in this stock. In fact the price might...
Don't you think it's expensive at 40x TTM PE. Earnings growth in the last few quarters is also just around 10%. What's the story here apart from...
Debt is indeed high but operating profit appears to comfortably cover interest payments. Also good margin expansion in the last couple of...
Haha. I had a similar experience. I couldn't understand what the business was about. Also in IT, mid sized companies have struggled to scale up...
Beautifully articulated by Udayan. Although unfortunately he spent over a decade on cnbc advising viewers to do exactly what he now says they...
GMR Infra... Wasted the first four years of my investing life by investing around 20% of my portfolio here. Kept averaging down but the stock kept...
Has the management clarified how they plan on growing sales 3x in just 5 years? Also I believe a significant part of their business is from...
Nitco seems to have around Rs.800 crores of debt and its networth is negative. Also it is loss making at operating level I.e. Before any interest...
Action Construction Equipment - debt has stabilised and company requires no additional capex until sales double from current levels. Will be one...
This is a hope stock completely linked to a revival in Indian economic activity. Management has suggested that they would not require any new...
I think the list also included DCB Bank and Shilpa Medicare. However DCB has become bit of a flop show of late. Among the stocks mentioned by...
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