Studds Accessories is the world’s largest helmet manufacturing company
Studds is a steady performer with a Sales CAGR of 21% and EBITDA CAGR of 37% over the last 5 years
The latest annual report can be obtained from here and a recent interview with the management can be found here.
A very limited quantity of shares of Studds Accessories is on offer.
For those interested,please email me at Alpha Ideas.
Some stuff I am reading today morning :
Supreme Court rejects AGR review plea ( BS)
Jio becomes largest telecom player of India ( MC )
CBI files criminal case against Adani Enterprises ( Mint)
Stock Talk : GE Shipping ( ET)
Interview with Sameeksha Capital’s Bhavin Shah ( You Tube)
The unusual persistency of the S&P 500 rally ( QE)
Stock Ownership in the USA ( Barry )
Big Tech is worth over $ 5 Trillion ( CNBC)
The real key to making money in stocks ( Crossing Wall Street)
Nobody makes money like Apollo’s Leon Black ( Bloomberg )
Some stuff I am reading today morning :
Jeff Bezos bets on ‘Indian century’ ( BS)
Govt mulls changes to LTCG ( ET )
Indian aviation flies into the perfect storm ( Mint)
Competition Commission orders probe against Asian Paints ( Money Life)
Indian smallcaps – Rogue Motel or Golden Opportunity? ( Sonaal Kohli )
Shut down small savings schemes ( Subhash Chandra Garg)
Consulting framework for Investment Advisors ( SEBI)
The Markopolos Method ( 2Point2 Capital)
The biggest mistake of my career ( Validea)
Munger : I am not looking for exits, looking for holds (AM)