RAJRATAN - Leader in Tyre bead wire.

PAUSHAK - Leader in Phosgene Chemistry.

IONEXCHANG - Interesting biz in water treatment.

DYNPRO - Leader in food colours & dyes.

MOLDTEK - Proxy to consumption & paints.

DMCC - Very Interesting capital allocation & CAPEX plan.

(1/n)

@abhymurarka ACRYSIL - Niche biz in hoke improvement Globally.

ASALCBR - Growing biz with good capital allocation, issue with promoter though.

NEOGEN - Leader in Bromine Chemistry, very interesting future ahead.

GANECOS - Vert interesting biz in PET waste conversion into yarn.

(2/n)
@abhymurarka Interesting businesses in IMO with a good Industry structure now and going to improve in future with enough margin of safety.

Most of them generate decent ROCE, Earnings growth, clean balance sheets and cash flow conversion.

(3/3)

More from Saket Reddy

More from Stocklearnings

I'm working out on a Portfolio for 3 years and I feel it can provide 2x- 3x returns till March 2024.

I've covered 6 stocks today and working on 3-4 more Stocks. Though, I've checked each aspect but 👇

** You still need to keep a track of fundamentals every quarter**

#Stock No 1

#BlackRose Ind ( Chemical)

MCAP 829 Cr
Fundamentals 👌🏻
Technical 💪🏻

Already covered Business and Financial previously and can check again below. Stocks hasn't run up in recent


#Stock No 2

#IEX (Platform Business)

MCAP 10,162 Cr
Fundamentals 👌🏻
Technical 💪🏻

This is also covered preciously and can check detailed thread on below


#Stock No 3

#Gland ( Pharmaceutical)

MCAP 39,447 Cr
Stock PE 51.9
ROCE. 30.2%
ROE 23.4%

**Major revenue comes from B2B
**Quality products
**Aim to file 20-25 ANDA each year
** Positive Management & great future outlook

#Stock No 4

#happiestminds ( IT)

MCP 7,675 Cr
Stock PE 53.7
ROCE 42.8%
ROE 83%

**Strong & experienced Management & Promotors
**OPM % has increased from 4% to 27% from Dec'19 to Dec'20.
**Significant improvement in Net cash flow
**Positive Commentry on Future outlook
Curated tweets of @sourabhsiso19

Found awesome content: ⏬
1. Moneycontrol
2. Bank nifty Strangles/Straddles
3. Learnings
4. Expiry Trading
5. Directional trading
6. Long Term Investing
7. Pivot system
8. DHS pattern
9. Multiple trade management threads/ways.

Moneycontrol article on @sourabhsiso19


What Sourabh does and how to trade like him?


Why trade multiple systems? ⏬
1. Keeps drawdown at minimum.
2. Strong money management can be applied.
3. Better psychology.


Thread on how options allow you to change your positions in a dynamic manner.

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