Stalwart Advisors Stocks

[Video] Thematic Research on Pollution & Actionable Investment Ideas

Posted by | Industries, Investor Meetup, Scuttlebutt, Stocks | No Comments

Presentation made by Jatin Khemani, Founder of Stalwart Advisors, during a conference organized by ‘Strictly Invest’ a group of around 150 passionate investors on 13th January 2018 in Mumbai’s Orchid Hotel.
Presentation (Video):
Notes to Video:
00:00 Introduction
01:00 Sneak peek in 2030
04:20 Pollution – A silent killer
05:40 Environmental Kuznets Curve
07:40 Sources of Air Pollution
09:20 New Emission Norms for India’s Thermal Power
11:00 Size of the Opportunity
12:45 List of companies to benefit
13:30 Top bet – GE Power India
15:20 Risk & Concerns
17:30 Other Proxies – Respirators & Masks
19:15 Other Proxies – Air Purifiers
20:15 Other Proxies – Pharma & Healthcare
20:40 Plants at Rescue
26:00 Disclaimers
Presentation (Slides):

FREE Access to research report on GE Power India & Scuttlebutt Note

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Why we bought Amrutanjan Healthcare and continue to like it!

Posted by | Stocks | 4 Comments

‘While, I was reading about this company I literally fell asleep’ said a smart analyst during one of our Chai pe Charcha meetings sometime in mid 2014. ‘You know.. it’s a 120-year old company and still does only about 140 Crores in sales, and by the way who really uses balm these days? I guess it’s a dying business’ he continued.
That’s what really got us interested to study it more as we had some idea already that it’s an owner-operated FMCG business with a net cash balance sheet, and zero institutional ownership- seemed like a classic Peter Lynch type boring story which nobody wants to even talk about. The only missing part was growth potential and over next few weeks that one question kept us busy.
Amrutanjan until 2012 was mainly

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