KP

Kacholi Patel

@kacholiwala

Small and mid-cap focused. I dig through quarterly results and read every management commentary. Searching for tomorrow's leaders at today's prices.

Joined Feb 20261 portfolio3 subscribers

Portfolios

Hidden Gems

INRDeep-dive into quarterly results and conference calls. Buy when the market overreacts to a bad quarter. Sell when the business deteriorates fundamentally, not when prices fall.4 holdings

+46.73%

1mo ago3

Recent Updates

Nov 1, 2024·Hidden Gems

Safari Industries: The case for the luggage duopoly

Full thesis on Safari Industries — why the luggage opportunity is bigger than the market thinks.