When VIP Industries Met Murphy’s Law

Ankit Kanodia

Murphy’s Law says “Anything that can go wrong will go wrong“.

Today, the management of VIP Industries would probably agree to it more than anyone.

We have extensively covered (here and here) the progress of VIP Industries over the last seven quarters.

Recently, COVID-19 has led to many ugly surprises for VIP that no one could have envisaged.

And that reminds me of this quote by Robert Rubin:

Condoms aren’t completely safe. My friend was wearing one and he got hit by a bus.

Risks often play out in the most unanticipated ways.

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Watchlist 52- Insights from Q1FY21 Results and Investor Calls

Ankit Kanodia

 

We, at Smart Sync Services, have been attending conference calls of listed companies for a long time.

From Q3FY19 onwards, we decided to make our notes on these calls available for our readers.

You can see all the updates of the last seven quarters here.

If you don’t want to miss these updates, please subscribe to our mailing list.

From the last quarter (Q4FY20), we decided to compile all the notes in one single document.

You can find the Q4FY20 report here.

 

 

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the 13th and the last post in our quarterly result update series for Q1FY21.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity to our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the 12th post in our quarterly result update series for Q1FY21.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity to our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the 11th post in our quarterly result update series for Q1FY21.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity to our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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