“Aditya Shah of Hercules Advisors holds a long-term bullish view on the chemical sector, including stocks like Deepak Nitrite and Navin Fluorine. While acknowledging near-term pain from supply chain disruptions and production halts impacting short-term earnings, he views these as temporary setbacks for structurally well-positioned businesses.”

Aditya Shah’s track record: 7 graded calls · 95% CI 8–64%