Santosh Ji, can you please elaborate the governance issue they had …

Be careful with Associated Alcohol. I don’t know much about technicals but fundamentally they have governance issue. I sold my holding last year because of the same.

Everflow Partners is looking to hire for its investment team based out of Bangalore. We are looking for extremely driven & hard-working individuals who are passionate about public market investing. This is a high visibility role working directly with the founders and will involve all aspects of investment due diligence –idea sourcing, financial analysis, primary & other reference checks and investment decision making. It’s a unique opportunity to be part of a small founding team and learn from individuals with 20+ years of public market investing experience at some of the most successful investment firms in the country.

We expect candidates to be self-starters with a demonstrated passion for public market investing. This role is best suited to someone with 1-3 years of work experience – past formal experience in the investment business (either sell side or buy side) is a must. We are looking for like-minded individuals with the right attitude, cultural fit, passion for investing, willingness to learn & grow at a fast pace with the organization.

Everflow Partners is an investment firm focused on making long-term investments in listed Indian equities. The team is led by Rahul Agrawal and Aditya Agrawal , who have over 2 decades of combined investing experience at leading investing firms like WestBridge Capital, GIC & IFC and are graduates of top educational institutions like IIM-A and IIT-Madras. The firm manages capital for some of India’s leading family offices, entreprenuers and professionals.

Experience: Between 1-3 years of work experience
Age Limit: Plz do not apply if you are above 30yrs
Location: Leela Palace, Bangalore
Approximate Salary: INR 12-18 lakhs
Designation: Investment Associate

Application process: Interested candidates should mail their resumes along with an investment pitch / stock idea (not more than 3 pages long – the shorter, the better) to careers@everflowpartners.com

Neuland in the past concalls has referred to developing tirzepatide but its under patent till 2035. so how can neuland benefit from developing it even in forseeable future. plz clear my ignorance here. thanks

First, here is a disclaimer: This is my first company post on VP. I am invested and, hence, biased. Being a medical professional, I am slightly LAZY to type.

So the company is Vasa Denticity.

Above is the screener snapshot. It is an SME with a minimum lot size of 250 stocks.
Let me post this recent development here to GRAB your attention.

The famous Ashish Kacholia is also invested in this on June 2023.

Below are the latest results, the investor presentation, and the conference call. ( No YouTube video available)

https://nsearchives.nseindia.com/corporate/QuarterlyFinancialResultsVasa_26072024175502.pdf

https://nsearchives.nseindia.com/corporate/DENTALKART_21052024220009_InvestorPresentationFY2324.pdf

https://nsearchives.nseindia.com/corporate/DENTALKART_27052024124344_TranscriptEarningCallFY2324.pdf

Also, below are a few YouTube videos covering more details about the company and promoters.

Vasa Denticity

Vasa Denticity

Story of Dentalkart’s Founders – Dr. Vikas Agarwal and Sandeep Aggarwal

He Earns 100 CRORES By Selling Dental Care Products | Dentalkart | EP 43 Mad Over Growth

PLEASE go through the above details along with screener data and make your own decision.

My simple logic for investing

• Near Monopoly
• Shift from unorganised to organised
• Higher disposable income will lead to better dental health

Risks

• Any regulatory risk like price cap on products, etc.
• Amazon / Reliance / Adani entering this space ( Looks unlikely considering the small niche segment)

One negative point is that Promoters are giving sales growth guidance, which they have not been able to achieve in the last 2 quarters. They should give conservative sales growth numbers.

My basic premise is that this has the potential to reach a 10k Cr market cap in the coming years, provided there are no major hiccups in the journey.

dr.vikas