Netlink Solutions (India) Ltd
In December 2021 I flagged Netlink Solutions at ₹55 among six free ideas to my community (see the dated post above). Today it trades near ₹172 — roughly a 3-fold return. It is not a 100-bagger, and I won’t pretend it is; it is a modest, honest value story, and it is worth explaining why I bought it.
A small company worth more than its price
Netlink is a tiny, debt-free micro-cap. Its legacy business was web and digital services, but over time it has effectively become an investment-holding vehicle — its real value sits in a portfolio of assets and a clean balance sheet rather than in fast-growing operations. When I flagged it at ₹55, the shares were trading close to the underlying value the company already held. That is a classic deep-value setup: pay a low price for assets already on the books.
The fundamental strengths that made me buy
- A clean, debt-free balance sheet. No borrowings means no financial risk while you wait for value to be recognised.
- Asset backing near the price. Its book value has sat close to — or above — the share price, so I was paying little more than for the assets already there.
- A tiny, overlooked float. With almost no analyst attention, small companies like this can trade well below their real worth for long stretches.
- Modest but real re-rating. As the market slowly recognised the underlying value, a ₹55 stock became a ~₹172 stock.
An honest word on this one
I include Netlink because I believe in showing the full record, not just the fireworks. This is a small, illiquid value play whose worth lies in its assets rather than in a booming business — so I sized it accordingly and expected a modest, not spectacular, outcome. A clean ~3× on a low-risk, asset-backed micro-cap is exactly the kind of quiet base hit that, alongside the big winners, builds a portfolio.
Don’t take my word for it — it’s on the public record
The proof is above: my public Facebook post of 22 December 2021 naming Netlink Solutions at ₹55, shared with my community in real time.
“Not every good investment is a 100-bagger. Some are simply cheap, safe and worth more than their price — and those matter too.”
The lesson for you
Netlink is my reminder that honesty is part of the edge. A debt-free micro-cap trading near its asset value is a sensible, low-risk bet — not a moonshot. Knowing the difference, and sizing each accordingly, is what separates investing from gambling.
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Disclaimer: This article is a personal account of my own past investment decision, shared for educational purposes only. It is not a recommendation to buy or sell this or any stock at current prices. All return figures are calculated to recent market prices and adjusted for stock splits and bonuses; past performance is not a guarantee of future returns. Equity investments are subject to market risks. Please do your own research or consult your financial adviser before investing.
