Long time no see?

Markets back at all-time highs, broader portfolios still struggle and I am officially done hibernating!

While the ongoing correction is crushing small and midcaps, the best opportunities are hiding in plain sight (read as re-rating candidates 😉). I`ve being hunting for long and found something special, an undervalued special situation Mr. Market hasn`t woken up to yet. Today, we`re talking Advent Hotels

A quick recap of the history:

An ignored spin off, trading at valuations that simply don`t make sense and why I feel this could be a 3x play in next 3-4 years with surprisingly limited downside.

Kamadhenu: A Wish-Cow that continues to bless the wise investors
Special situation case study

#demerger #stocks Hi folks, it`s been a long time since I wrote about demergers, so I thought I would share one interesting case study wherein the first leg has played out beautifully (more details later) and the second leg is yet to play out.

Cineline- MovieMax with Max Potential? A unique special situation

A long thread 🧵

#stocks #StockMarketindia #StocksToBuy I don’t think any of us can now imagine our lives without our own version of Netflix and Chill. But, there’s also the looming nostalgia of visiting theatres, isn’t it? Yes, we are social beings, after all, and the numbers confirm it.

Why am I bullish on Eureka Forbes?

Demerger + New Promoter - Metamorphosis

A thread ⏬ “One man’s problem is another man’s opportunity.”

Debt-laden SP group had to reduce its debt and most of the group`s businesses were not in good shape. The group’s inability to repay the debt post the Sterling Wilson listing made things tough