Prithvi Bhatt

Companies like Seamec, ABS marine & Sadhav shipping are benefitting immensely from higher charter rates (which almost doubled in the last 2 years) for their offshore supply vessels. Tight supply in the global OSV market is the reason. Our post below gives more details 👇

I am willing to lay the opposite bet. I was with the 3 foreign tourists recently in India for a few days. When you look at it from the lens of F2 tourists, barring Taj Mahal & Rajasthan Palace Hotels, there is nothing else that they want to see here with they cannot get anywhere else. ( And of course the approach to the Taj ,less said the better) International cards don't work in many many places. They don't want to carry a lot of cash around because of safety. The dirt, squalor ( just outside beautiful Deer park in Delhi, there is a dump truck permanently parked and never cleaned. Non existent roads and payments in most parts Terrible driving ethics whether it is on red light or coming the same way in a one way road whether it is within the city or on highways People who are not cultured or polite or even with basic manners of holding doors open or saying thank you Eg, Goa could have been our Bali , Phuket. But for that we need a swinging liberal culture not moral policing. And yes we need garbage free roads. Out of the 90 lakh tourists every year that come, I am counted a minimum of 20 times because I visit India that many times per year. NRIs are probably 40- 50% of that number. Genuine F2s, F2- esses are probably half. Other countries have not stood still and they have executed. People want amazing places to spend money on. Bali has 80 lakh tourists. Happening night life. Super cheap. Phuket too. Vietnam. Here we only talk and that's where it ends. But yes, this opportunity is a permanent past , present and future opportunity

Paramount Dye Tec ltd. Acrylic fiber and yarn manufacturer. 40 cr Mcap 6.5 P.E Healthy cash flows Commanding higher margins due to backward integrated recycling plant. Running at full capacity currently. New plant commissioned very recently increasing the capacity to 2.5x. Looks cheap.

Markets will eventually realise how the current geo-political crisis will produce huge tailwinds for companies like Positron Energy.

Raminfo ltd promoters buying from the open market after converting warrants to equity. So far, the promoters have cumulatively bought around 6cr worth of shares in the last few months. Mcap - 51cr. Check our previous posts on Raminfo for interesting developments. 👇

Nokia probably one of few non AI cos where Nvidia invested a billion dollars.

You know you're on to something special when a 3000 cr Mcap company struggles to find market grip for a new product in its core domain while a sub 100cr Mcap company is crushing it with the same product with consistent growth through strong brand recall and distribution.

Paradeep Parivahan is hidden in plain sight. A quality company with significant competitive advantage + tailwinds + growth + diversification in high growth sectors + attractive valuations.

E-Land Apparel Ltd took a beating after a loss making H1, a historically weak period for the company combined with capex costs & tariff headwinds. Meanwhile, the annual employee cost is 1.5x the Mcap, ongoing capex = Mcap, addition in new leasehold property = Mcap & market value of investment property = 5x the Mcap. Seasonally strong H2 with new capacity utilization & a trade deal can unfold the hidden value.

The 2023 earnings bull cycle was largely driven by govt spending which slowed down in 2024 closer to elections & stayed low in 2025 Govt spending is all set to increase again in 2026 with new sectors like ports in focus A govt owned dredging company can be a key beneficiary