Ancora imparo. Small cap investor.
Joined May 2019
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Correspondens retweeted
The primary supplier for 155mm shells is usually Munitions India Limited (MIL).
But MIL does not make every part itself. It buys shell bodies, fuzes and other parts from private partners.
Main listed companies that can benefit from this are Goodluck India and Sigma Advanced Systems. Sigma recently won orders for specialized 155mm ancillary subsystems
Shree Refrigerations - results first glance look great. 88% revenue growth against guidance of 40%+. EPS up by 280%. This growth has come at the cost of cash flows, but this is par for defence business
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LRS going to zero is not good at all. Even if it's a rumour or a test balloon, it's not a good signal to send. Not sure if all biz channels are going with that story, I only saw Zee Biz so far. Good time for RBI to clarify since RBI has been named.
Is The Cheesecake Factory Really a Restaurant for Regular Americans?
Here’s what the data show
washingtonsun.com/policy/che…
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Over the past 10 years, the number of companies whose profits grew 10×+ was:
Small-caps: 196
Mid-caps: 16
Large-caps: 8
The takeaway: if you can identify the right businesses early, the small-cap universe offers a much larger hunting ground for potential multi-baggers.
VMarc +20% from this tweet. When discounts are available, you have to act with conviction even though others are selling. How do you know its a discount? Study for yourself in advance!
Bought EIH Hotels (Oberoi)
Simple thesis -
1. Oberoi is the only luxury Indian hotel brand I trust today. Taj has diluted its brand & quality
2. K shaped economy, rich getting richer etc.
3. Good results from hotel stocks
4. Relatively cheap valuation, decent growth plans
Rebought Sigma Advanced today @ 820.
Had exited one month ago around 870 believing it was overvalued, and it's since corrected 30% from the top of 1165.
Changed my mind and expected durability of growth based on recent order flow
Venus Remedies 💊
27% PAT growth
3 ppt margin expansion
Debt free
260 cr cash
75 cr capex in progress
2,000 cr market cap
16x TTM P/E
I like the stock!
Keep an eye on Ideaforge. Acceptance of Necessity (AON) for major UAV purchases given yesterday. This will lead to large tenders in the future. It's up to the company to bid and win these, but money is made before the full picture emerges!
Correspondens retweeted
"I have never in my career seen this quantum of underperformance in such a short period. It has destroyed careers and blown up funds. There are numerous funds that have destroyed 10-yr track records in the last 24 months by simply being overweight India." writes Mr Akash Prakash.
Correspondens retweeted
“Apparently, the solution to every crisis in 2026 is to hold a press conference about 1947. Our current Prime Minister has developed an extraordinary relationship with time. For every present failure, he takes you backwards. For every unfulfilled promise, he sends you to 2047. Fast fast forward. The only place he appears reluctant to stay is the present. And that, dear friends, is where you actually live.”
sanjayjhabombay.substack.com…
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No wonder, Indians feel what they feel! #vipculture
Boarding on AI 882 AMD-DEL is delayed by 20 minutes because Supreme Court Judge Vipul Pancholi & wife had to be VIP boarded first. They walk in with a posse of 6 guards + 3 AI staffers. Is this the VIP culture that India’s judiciary advocates? @MLJ_GoI ?
#VIPculture 🚨#lalbatti
