Archive - CashCows India

July 2021

#6 - Elgi Equipments - Global Air Compression player

Indian company with R&D capabilities looking to disrupt the global air compression markets

Jul 24, 2021 •

#5 - Bajaj Holdings and Investment Limited - Strong holding company with a deep discount to its intrinsic value

The holding company discount in India is stark compared to it's foreign peers.

Jul 15, 2021 •

Spotlighting Theme #1- Power and Green Energy

Disparity between valuations of power companies is stark and provides a potential investing opportunity

Jul 10, 2021 •

#4 IndiaMart InterMesh - Market Leader in the B2B classifieds space

IndiaMart is the largest online B2B marketplace for business products and services with approximately 60% market share of the online B2B classifieds…

Jul 3, 2021 •

June 2021

#3 - Finolex Industries - A major player in the Plastic pipes industry

Finolex Industries is India’s largest manufacturer of PVC pipes & fittings and a leading producer of PVC resin.

Jun 26, 2021 •

#2 - Godrej Agrovet - The best way to play the agriculture theme ?

An all-inclusive bet on agriculture and ancillary industries

Jun 19, 2021 •

#1 - SastaSundar Ventures - Undiscovered microcap in the E-Pharma space.

A micro-cap company in the E-pharmacy and E-diagnostics company

Jun 13, 2021 •

May 2021

An alternate valuation model - Consistent Growth Model

A change from traditional valuation models which can help valuing and comparing companies better.

May 30, 2021 •

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