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Kashish Shambhwani Profile picture
Kashish Shambhwani
@kforkashish
Investor | Big, Infrequent, Asymmetric bets! Special Situations Free detailed research into Indian stock market 📩 https://t.co/rcpUxLS4Oh
Jun 22 • 12 tweets • 4 min read
#Religare #Specialsituation
Interesting things have unfolded in Religare Enterprises over past couple of years and catalysts keep on lining up here for value unlocking as well as value creation

Let`s discover the interesting sequence of events and how this offers a compelling opportunity.Image 2018- Singh brothers exit Religare amid the fund-diversion scandal that left RFL with massive defaults and RBI imposed corrective action plan. By 2020, all major lenders classified RFL as a "fraud" account.

2018 onwards- Burman family (Dabur promoters) quietly accumulate REL shares. By mid-2023 their four entities — MB Finmart, Puran Associates, VIC Enterprises, Milky Investment & Trading collectively held 21%
Dec 4, 2025 • 17 tweets • 6 min read
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.Image
Oct 3, 2022 • 24 tweets • 6 min read
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.
Jun 23, 2022 • 28 tweets • 7 min read
Cineline- MovieMax with Max Potential? A unique special situation

A long thread 🧵

#stocks #StockMarketindia #StocksToBuy Image 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.
Oct 8, 2021 • 17 tweets • 4 min read
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