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This business has existed for decades.
This business has existed for decades.
India is building — roads, power lines, EV batteries, solar panels.
India is building — roads, power lines, EV batteries, solar panels. Everything needs one metal. One company controls 75% of its supply in India.
Most people think valuation is about formulas.
It isn’t.Valuation is about judgment.
Numbers help — but only after you understand what the business is actually doing.
Here’s the structure I use.
Profit jumped 60% year-on-year.
Profit jumped 60% year-on-year. EBITDA expanded 27%. Revenue quietly climbed to a fresh quarterly high.
The stock has been beaten down.
The stock has been beaten down. Institutions have complained. Retail investors have moved on.
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The writers behind this newsletter.
Learn how to accumulate Wealth when you are earning. Not when you have liabilities. Value Picks from Indian Stock market. Wealth is created with few stocks and riding it correctly, entry, exit makes your money safe.
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