“The perfect idea for Curtis,” says Jim Vincent, a managing director at AllianceBernstein who has been pitching ideas to Macnguyen for years, “would be a company that’s profoundly oversold and hated and has a new CEO who has a chip on his shoulder and a heavy ownership of stock that’s locked up for a long time, in a cyclical business that just troughed.”-from Bloomberg
Any such candidates in the Indian market?
8 replies on “The perfect stock idea”
Spicejet?
Yes…guess Spicejet checks all the boxes
There may be other companies like Metkore Alloys but they don’t check all boxes & though Spicejet checks all boxes; the business model of Indian airline business itself is questionable !
Spice jet may go kfa way. With lower crude airline biz is actually looking up .
Sesa sterlite fits except for a new ceo
Suzlon?
Isn’t it asks for too many variables to be in perfect condition?
Punj Lloyd – cyclical business, hated company, new CEO. Don’t know much on the ownership bit.
oversold and hated and has a new CEO who has a chip on his shoulder and a heavy ownership of stock that’s locked up for a long time, in a cyclical business that just troughed —
Screaming INFY INFY INFY all around