Weekend Bulletin - 12th Oct'24 : Ed. 193
A compilation of few interesting, multi-disciplinary links from the internet
Connect on various social media platforms here
Subscribe (free) to #AKGweeklycharts here [Newletter released every Monday]
Sept’24 review of our equity research strategy- Special Situation & Wealth Compounders [We have initiated 4 new stock position in FC WC and 2 new positions in FCSS in the month of September. Visit www.fintrekkcapital.com for more details]
We have recently initiated a new stock position in our 'Special Situation' equity research product #FCSS
The management team has scripted a sharp turnaround in the overall business. The company is net debt free ahead of its timeline and has a net cash position now after the business restructuring which included selling off the non-core business, demerging a business vertical and a fast pace growth of 30%+ CAGR in EBITDA and 15%+ in Revenue over the last few years. The guidance is to keep the momentum growing at 12-15% growth over next few years. Given the tailwinds in this discretionary consumption sector and leadership (company is 2x the size over the next incumbent in a large market moving towards organized segment), we feel the numbers are achievable.
To subscribe to such reports, please visit : https://fintrekkcapital.com/#subscription
For full disclosure/disclaimers, please visit : https://fintrekkcapital.com/disclosures
For Ratan Tata, doing the right thing was always the most important [LINK]
Valuation is an Exercise in Faith - Interview with Aswath Damodaran [LINK]
Choose your influences carefully in the investment world [LINK]
The Garbage collector whose book is taught at Uni [LINK]
How Costco Hacked the American Shopping Psyche [LINK]
How to sleep when you’re a perfectionist [LINK]
Fallen angels of the stock market [LINK]
Why we worry - by Ness labs [LINK]
Investing in China is tricky - by Ray Dalio [LINK]
We have recently initiated a new stock position in our 'Wealth compounder' equity research product in Fintrekk as a core bet #FCWC
The company has diversified business interest in 4 different industries, 3 of them are in an upcycle and likely to grow by 15-20% CAGR over the next 5years. The company has a global presence with operations in over 100+ countries with 3 global offices. The company also has investments in various startups and venture capital funds and is likely to be a key contributor in many IPOs over the next few years.
For full disclosure/disclaimers, please visit : https://fintrekkcapital.com/disclosures
To subscribe to such reports, please visit : https://fintrekkcapital.com/#subscription
That's it for me. Have a great weekend ahead!
If you have any feedback that you’d like to share, simply reply to this email or leave a comment below.
Disclaimer:
The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this newsletter