January 2020

Unitech Update- Satyam like takeover by centre finally in place?

Link to Unitech Blog:- Unitech Ltd- CMP 1.3- Will it rise from the Ashes? https://strategicalpha.blog/2019/05/13/unitech-ltd-cmp-1-3-will-it-rise-from-the-ashes/ In a relief to Unitech home buyers, Govt has finally decided to take over Unitech. https://timesofindia.indiatimes.com/business/india-business/in-relief-for-30000-homebuyers-centre-to-take-over-unitech/articleshow/73340868.cms Since the time of Satyam computers, this is the first big major central government intervention in the rescue of public limited companies. New Unitech …

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Our Portfolio- Vision 2025

Our Portfolio- Vision 2025

Dear Tribe Members, I am pleased to share the stocks that we bought as per the Vision 2025 Blog that I posted here earlier. Link Below:- https://strategicalpha.blog/2019/08/25/biggest-opportunities-are-born-during-maximum-pessimism-vision-2025/ Snapshot of our Portfolio:- Still, as per my vision of 2025, we have just covered 2% of the journey that is what I feel, Still, there is a …

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pondy oxides

Pondy Oxides CMP 205- A Potential Multibagger

Pondy Oxides & Chemicals Ltd (POCL) incorporated in 1995, is one of India’s leading metals, metallic oxides, and plastic additives producers. POCL has broad-based operations manufacturing of Lead, Litharge Red lead, Zinc oxide, Lead sub Oxide, and solid and liquid stabilizers of PVC. The automobile batteries industry (Lead, Lead-Antimony & lead-calcium alloys) is the major …

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CARE Ratings CMP 598

CARE Ratings CMP 598- A High Potential Compounder- A Low Risk/ High Uncertainty Opportunity

Dear Tribe Members, Before starting with care rating analysis, Let us first understand in detail what is a rating agency and how does it work. I have found a good video on youtube explaining the same. CARE Ratings commenced operations in April 1993 and in over 25 years, it has established itself as the second-largest …

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