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Eureka Forbes - Will Advent and Pratik Pota script another value creation story for their investors
In 2017, Jubilant Foodworks Limited faced a daunting crisis.
Published on Deepak’s Substack
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May 19
Analyzing CDMO businesses - Looking beyond financials
During the course of both my CA and MBA, we were taught the concept of Balanced Scorecard - a framework that balances traditional financial measures…
May 3
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Deepak K
25
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Analyzing CDMO businesses - Looking beyond financials
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February 2025
HIL Q3 FY 25 results update
1.
Feb 20
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Deepak K
3
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HIL Q3 FY 25 results update
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HIL Limited - Will the efforts translate into results
HIL Limited presents an investment opportunity driven by dual recovery factors: increased rural infrastructure spending in India and the revival of…
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Feb 20
Why Hikal’s Risk-Reward Setup Looks Attractive
CDMOs are the talk of the town in India’s pharma landscape, with the market projected to grow at ~15% CAGR, reaching ~$45 billion by 2029.
Feb 13
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Deepak K
68
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Why Hikal’s Risk-Reward Setup Looks Attractive
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January 2025
Lessons from my investing journey 2019-2024
My journey into the world of investing truly began in 2019.
Jan 7
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Deepak K
19
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Lessons from my investing journey 2019-2024
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December 2024
HIL Limited - Will the efforts translate into results
HIL Limited presents an investment opportunity driven by dual recovery factors: increased rural infrastructure spending in India and the revival of…
Dec 29, 2024
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Deepak K
16
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HIL Limited - Will the efforts translate into results
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Godrej Agrovet Limited - Is there an opportunity in this stock ???
Godrej Agrovet Limited (GAVL) – Margin of Safety coupled with opportunities of upside due to management initiatives towards margins expansion
Dec 7, 2024
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Deepak K
10
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Godrej Agrovet Limited - Is there an opportunity in this stock ???
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November 2024
Eureka Forbes - Will Advent and Pratik Pota script another value creation story for their investors
In 2017, Jubilant Foodworks Limited faced a daunting crisis.
Nov 9, 2024
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Deepak K
6
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Eureka Forbes - Will Advent and Pratik Pota script another value creation story for their investors
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October 2024
Exploring optionalities by investing in companies which look for continual expansion of TAM
A framework which I follow while looking into companies wherein managements regularly look for expanding their TAM by moving to business adjacent to…
Oct 14, 2024
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Deepak K
5
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Exploring optionalities by investing in companies which look for continual expansion of TAM
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May 2024
PDS Limited - Just another Li & Fung or can it be something different
Came across a very interesting business PDS Limited when recently some big names added the same to their portfolio.
May 24, 2024
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Deepak K
4
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PDS Limited - Just another Li & Fung or can it be something different
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Coming soon
This is Deepak’s Substack.
May 22, 2024
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Deepak K
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Coming soon
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