I started this post last year in December. So its a good idea to take note of the companies that I posted about since then and how they have done. Is the pessimism still prevailing and was it a good idea to buy them at these times. Disclosure: I personally may have allocation in all the companies I talk about.
So lets start with the HOPE sector of most investors that is Shrimp.
Avanti Margins have improved however sales are similar. @harsh.beria93 has done some amazing work on Shrimp industry. Other than reading up on google and other sites. I definitely look forward to read up on his work.
Next was Force motors. @Investor_Mohit has also done some work on this one.
Sales have also improved. I expect this company to do well in coming year lets see.
Sales have also improved, I expect things to get better and operating leverage to play. If I remember their MD said that right now their capacity utilisation is 25%. And the Anchor was shocked. If things go well this could be a game changer.
I also wrote at length about National Peroxide. You can read it on the company specific post , and the company did extremely well and benefitted from drop in Natural Gas prices. I have sold my Natperox Shares post record date to be eligible for NPL Chemicals stock. I am waiting for it to list.
Next was the GE Twins.
I honestly did not expect this to be such a big winner.
And GEPIL was also a surprise. I think in this Power tailwind anything and everything power is just flying.
Despite being in FGD, and having a professional management I wonder why results are subpar.
Obviously there is a lot more subjective and objective work that goes in researching and just low OPM is not the recipe, but its reversion to mean is definitely one of it. There are some sectors and stocks going through pessimism. I will probably post about them soon. Other than that I am extremely grateful to all the contributors at this platform. Cheers!
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