Som Distilleries and Breweries

I would delete this post as this does not add much value just replying to @iMrunmayee and @ChaitanyaC sir

this is day light stealing, I would ask this in concall, corporate governance is not good hence if you want to buy such business you better have a margin of safety

I would buy them below 20 times and sell them close to 40times this is what my strategy is, as companies with governance issues like some would never have a secular up trend

Recently when it was at 220 rs literally at 8x- 9x 2yrs forward earnings, most of the things were priced in, you should have bough it there, now once they announce something around their new factory, you would see them again at around 40times, that is the time to sell.

I have already made money out of them in 1 cycle, this is my second time doing the same thing

I am interested in this business because I see their product is great, but there are way more better companies to make money so you need not make money with just them

I am invested from lower levels