15 Comments
Jun 10, 2022ยทedited Jun 10, 2022

Hello ankush ji, i want to share very good shuttle butt on J B CHEMICAL , company is gaining mkt share in generic division, lots of product it's very good , their leading brand dicloron ( for pain)is now generic division,thier injectable made in nitin life sciences , very good quality company on mfg space .disc closely tracking, not invested at present ,top in watchlist, not sebi register.๐Ÿ™

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Hi Ankush, This is another jewel from your research work. Beautiful analysis, presentation, and in-depth commentary. I liked your honest acceptance of the need to look at both fundamentals and the technical aspects of a stock. I have two questions from this article and would request your view whenever you find time to respond. (1) Gold finance - You stated that they don't need incremental capital as they are growing at a 20% return on capital, unlike other lending institutions. But don't they continuously and consistently looking for additional capital to expand business (2) what are the underlying drivers of growth and business story in Hawkins?. Thank you once again for presenting well-researched articles, it's a nice treat for people who are interested in investment reserach.

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Iโ€™m interested to study Intellect Global, can you point me to the resource available in public domains? What I wanted to learn is, where does their moat come from, what differentiates them from their competitors, their potential TAM, and a demo of their product if available

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Insightful post but surprised to see no Laurus labs. What's your view on it?

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May 31, 2021Liked by Ankush Agrawal

very nice explanation .....i enjoyed it ....very apt ..thanks !

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May 31, 2021Liked by Ankush Agrawal

Lovely write up. I also personally believe Ankush is bang on correct in marrying fundamentals with technical support....that sort of rational analysis can reduce costs in the longer run. Thanks for your thoughts.

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