10 Comments
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sandesh bedmutha's avatar

Ur writing is very easy to understand. Just superb.. thanks

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Hrithik's avatar

Thanks

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sandesh bedmutha's avatar

I want paid subscription.

Not getting it

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Hrithik's avatar

There appears to be an issue on my side. I’m currently working with Stripe to resolve it, and it may take a little time. I’ll update you as soon as it’s fixed.

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Rahul's avatar

Brilliantly brought out. Kudos to you. Can I have your views on SGRL ?

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Hrithik's avatar

will try, possibly soon

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Rahul's avatar

Thanks for considering.

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Amjad's avatar

Hi, There is no question about its management integrity, capabilities and capacities but how do you justify its valuation when it will list above 16xP/S. How do you double your money from there?

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Hrithik's avatar

You are absolutely right, it’s hard to get double from here in the short term, and actually I am talking about profit, not sales. So, if everything means 90% of stuff goes right, then there is a possibility because this sector has a lot of tailwind + India will soon do FTAs with the EU and US. When you read this article, you’ll find a lot of money-making possibilities present here if the company plays safe and stays disciplined in what it does. I’m not giving a full promise - sometimes you have to read between the lines.

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Harshil's avatar

Brilliant. What in-depth study you have done! Super! Only thing it would have been better if it was before start of ipo.

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