Where to start researching a Company?

Let us start with a scenario where you have stumbled upon a potentially brilliant stock idea. It is a potential multi-bagger story. Some of your friends have bought it and told you about it or you have read about it somewhere or you have information from sources that a big investor has recently bought into… Continue reading Where to start researching a Company?

Stock Analysis

Kitex Garments

What is the Business? Kitex Garments makes infant wear and supplies to the big retailers in the US market Industry Structure Major players in the US retail industry for infant wear are Carter, Gerber, Kohl, Children’s Place. These players sell through E-commerce websites, supermarket chains like Walmart, JC Penny, Target and also through other standalone… Continue reading Kitex Garments

Stock Analysis

Ambika Cotton

What is the Business? Ambika Cotton is a speciality yarn producer based out of Tamil Nadu (Dindigal). It produces speciality compact yarn from long staple cotton procured from the US, Australia and India. Industry Structure Yarn production is a highly competitive industry with large labour requirement. Wide variation on raw material prices (cotton) cause frequent… Continue reading Ambika Cotton