Hello Friends, It was in March 2019 that the idea of putting my thoughts and learnings in black and white through a blog struck me. The prologue was titled "The Journey begins" and looking back on the journey today, I find it very satisfying from the point of view of refreshing the ideas, gaining new … Continue reading Investment Strategies
Hello friends, I last wrote to you on 28th August (find it here) re-expressing my view that the BSE Sensex was in an expensive territory after rallying rapidly post the Covid crash but the broader markets, mainly the small caps, have still a long runway and the broader market rally was likely to continue. The … Continue reading Stocks update-Natural Gas Price Revision- Mahanagar Gas & ONGC
Hello friends, It is within a few days of writing to you, 21st August to be precise, I am back with you with some interesting data. I had expressed my opinion in my last two blog pieces that the BSE Sensex is in the expensive territory and that the broader markets, especially the small caps, … Continue reading Small caps Recovery
Hello Friends, I wrote to you last on 1st of August to take stock of the market recovery post March-20 COVID crash and to evaluate if there were still good investing opportunities available. We looked at the largecap and smallcaps space and noted that the recovery from the COVID lows was about the same for … Continue reading Stocks update 21 Aug 20
Beware - The Bulls are in charge Hello Friends, I wrote to you last on 25th March 2020 at the start of the Corona Pandemic. The stock markets were in free fall then and no one knew how long the Pandemic, the lockdown and the disruption would last. Now after four months, we still are … Continue reading Stocks Update 01 August 2020
Hello Friends, I am writing to you while we are in the midst of the most severe Pandemic caused by the Corona virus. As of now this virus has spread to most of the countries and has claimed more than 20,000 lives. The spread is getting worse by the day and many countries have resorted … Continue reading Stocks Update 25 March 2020
Hello friends, It has been some time now that I wrote to you about stock markets in general and small caps in particular. My last piece was published on 22nd August 2019 amidst an environment of fear and uncertainty and a firm bear grip on markets. Below is what I had written then. 2019, so … Continue reading Smallcaps Update
Hello friends, 2019, so far, has not been kind to the stock markets. After a high of early 2018, the markets have since been in correction mode for better part of 2018 and the first half of 2019. The downfall was very severe in October 2018 followed by a little recovery in March 2019. However, … Continue reading Stock Ideas as on 22nd August 2019
Financial Statements Financial Statements are the records that summarize the financial performance of a Company’s business activities. These include the balance sheet, the income statement (also called Profit & loss statement) and the cash flow statement. These statements, along with the supporting records,  are subject of various statutory audits the Company has to undergo during … Continue reading Financial Statements – 1
Company Business: PMFL was founded in 1992 by Mr Devendra Shah with collection and distribution of milk in Manchar, near Pune. The company has since developed an integrated business model, manufacturing a diverse range of products including cheese, ghee, fresh milk, proteins, paneer, curd, and flavored milk. Parag's manufacturing facilities are located in Manchar in … Continue reading Stock Discussion – Parag Milk Foods
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