Caprize Investment Managers
Sound Research. Independent Ideas. Compounding Returns. All posts are for learning and educational purposes. Not a recommendation and not SEBI registered.
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While APL Apollo (MCap 33000cr) has been one of the BIGGEST success stories of the past decade (200x), a close competitor Surya Roshni (MCap 3300cr, inferior multiples vs APL) at p...
2. R K FORGING (Mcap 4040cr) - Engine and axle body component manufacturer - Products: rolled, forged, machined - Applications: Automotive, earth moving, mining, farm equipment, r...
1: SJS Enterprises (Mcap 1472cr) Leading player in the Indian โdesign-to-deliveryโ aesthetics solutions provider Rev Mix: 43% 2W, 29% PV, 22% Cons Durables Products: Domes, 3D L...
Som Distilleries: A small cap beer co, based out of Bhopal, has 3 millionaire brands (sells million cases p.a.) โ Hunter, Power Cool & Black Fort. Currently has presence in MP (55%...
A bearing components co which is a Tier 1 for major Tier 1 suppliers to OEMS within Automotive & Engineering segments, has 60-80% mkt share in key clients, makes 40%+ op margins, i...
AllCargo Logistics: Unlocking massive value, building blocks to become a global logistics giant, transforming the international supply chain, consolidating mkt leading network, lev...
As cities/towns & population grows, there is pressure on civic/municipal bodies to deliver on the most important aspect โ Clean Water. Water treatment and waste water treatment are...
A niche & innovative mill lining business of โcritical to operateโ mining consumable products with strong entry barriers in an oligopoly market, which is probably recession & capex...
There are processors (eg APL Apollo) and they are convertors (eg JSW Steel), then there is HARIOM PIPES (integrator). It is a recently listed, Hyderabad based, manufacturer of prem...
Deep Ind: A survivor in a sea of death beds โ in an industry where majority businesses failed or became bankrupt, Deep survived handsomely and became a profitable, debt free compan...