20 Microns Ltd

20 microns is “a Grinding company they simply grind the minerals according to clients sizing requirements in some cases they do calcination or pass the material thru rotary kiln”. This apt introduction has been taken from Kuldeepjadeja’s post on valuepickr forum and I duly thank & credit him for the same.

Control Print

This company manufactures ‘coding and marking systems’ (essentially industrial printers) for industrial use and sells consumables (ink) & spares for the same. The annual domestic market size: 1600 – 1700 cr. Out of this, around 1250-1300 crores is with 4 players and the remaining is un-organized.  Control Print has a market share of around 18%. According

Analysis on Index Investing – NSE Smallcap Indices

In the previous three article on Index Investing we had seen the returns of the Nifty and the Midcap Indices. Hence, in this post I will cover how the NSE Smallcap Indices (TRI) namely the Smallcap50, Smallcap100 & Smallcap250 have performed as well as compare their performance with the Nifty50.

Analysis on Index Investing – NSE Midcap Indices

In the previous two article on Index Investing we had seen the returns of the Nifty50 TRI, Nifty Nxt50 TRI, Nixty100 TRI and the Nifty500 TRI over ROLLING 5 year, 7 year and 10 year periods Hence, in this post I will cover how the NSE Midcap Indices (TRI) namely the Midcap50, Midcap100 & Midcap150

Analysis on Index Investing – Nifty100/500/Nxt50

In the previous article on Index Investing we had seen the returns of the Nifty50 TRI over ROLLING 5 year, 7 year and 10 year periods for both SIP and Lumpsum investments starting from January 2000 until July 2021. Amongst other things, this analysis showed that if anyone investing for 7 years or more in

When growth doesn’t matter for valuation

Most people obsess about the growth when analysing a company. This obsession is mostly justified as growth is a critical parameter while assessing the valuation of the company. However, there are many a times when the growth of a company DOES NOT make any difference to the valuation.

Paper Industry – a numerical perspective

I have done a PRELIMINARY analysis on the key financials and valuation multiples of the top 20 paper manufacturing companies that are listed today and the same is presented below.

Garware Hi Tech Films Ltd

Garware Hi-Tech Films Ltd (formerly known as Garware Polyester Ltd until May 2021) manufactures Sun Control films, Paint Protection Films, polyester and specialty films. A short note on the company and valuations is as follows.

Indian Toners & Developers Ltd

Indian Toners & Developers Ltd manufactures after market toner. Toner is essentially a powder ink that is used in printers, photocopiers. A brief investment note on this company is as follows

Analysis on Index Investing in India

INTRODUCTION We all know that a buy and hold (aka: shut up & wait/buy & forget) strategy has worked for investors investing in INDEX FUNDS in the US equity markets. But how has this approach fared for domestic Indian investors in an Indian INDEX? To answer this question I have analysed returns of an Indian