Amit Agarwal
@SpangleAdvisors
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Investor, Learner, Listener, Invest in Businesses having Value+Growth+Quality Management+Sound Balance Sheet. Like Cyclical & Turnaround Stocks.
Mumbai
Joined June 2017
Can't agree more.
A lot of mid+small cap investors will be regretting in next 2 years as to why they did not buy in the correction phase that we are going thru now❗️ Don't be one of them ❗️ There are many companies that will keep growing at 20%+ for many years & they are now at a good discount. 🎯
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Very Inspiring Story of Mr Uday Kotak & Kotak Mahindra Group. An Investors Need just One Entrepreneur like Mr. @udaykotak Country need few thousands such Entrepreneurs. Entrepreneurs also need Backers like Mr. @anandmahindra he not just supported by Investing & Given his
40 years ago today, I started a company with ₹30 lakh capital, in a 300 sq ft office in Fort, Mumbai. Today that company, which I ran for 38 years, is Kotak Mahindra Bank. As this Indian institution navigates changing times, may it prosper. Happy Birthday…tum jiyo hazaaro saal.
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Usually while Markets at ATHs situations, Most of the Small Caps trade in FOMO to Bubble Zone. This time Headline Indexes are trading just around 1% of ATHs but Small Caps & Micro Caps in Distressed Zone. Interesting times #EmergingTrends
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Median Drawdowns below 3000 Crs Market Cap is around 53%. Notable point is such a huge Drawdowns are at the times where Markets are Near ATHs Below 3000 Crs Market Cap Cos 👇 Reasonably Good Earnings Growth Strong Balance Sheets Debt to Equity Historically Lowest Very Good
This is the median drawdown of less than 3000 Cr marketcap stocks. Data as per last week Wednesday prices. Volatility is real. Not for everyone.🙂
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Self Realisation is Great
Any Ukraine-Russia peace plan has to: 1) Stop the killing while preserving Ukrainian sovereignty. 2) Be acceptable to both Russia and Ukraine. 3) Maximize the chances the war doesn't restart. Every criticism of the peace framework the administration is working on either
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Excellent concall by #Sjlogistics Management clearly explained Growth Path for FY26 & FY27 Till Now, More Walk than Talk Management. Maintaining Top Notch Corporate Governance Since Listing.
SJ Logistics #SJLog
#SJLogistic
#SJLogistics Q2FY26 concall pointers: Guidance: FY26 rev growth to be at 35%+ Did 26% rev growth in H1 H2 should see good acceleration of close to 40%+ topline growth PAT margins to go up further Targeting 13-13.5% in H2 H2 is always higher
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Very Informative Investors Presentation. Looking forward to Concall of #Sjlogistics
SJ Logistics #SJLog
#SJLogistics
#SJLogistic Concall at 4pm today Inv PPT insights: Q2FY26: Rev at 157cr⏫26.5% EBITDA at 28cr⏫61% OPM at 18% vs 14% PAT at 18cr⏫42.5% H1FY26: Rev at 283cr⏫26% EBITDA at 51cr⏫60% PAT at 32cr⏫38% NVOCC: H1FY26 rev at 32cr⏫1428% Asset
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Some Intresting Data Points for BSE SME IPO Index. 5 Year CAGR 138% 10 Year CAGR 63.7% Last One Year Returns Just 8.78% 10 Year Median PE 36.40X Current PE 12.50X Index with Highest Growth Rate available at Lowest Valuations. Let's see how it Perform in future.
Results Season is Over Now. #SmallCaps, #MicroCaps Posted Very Good Results #SME Cos Posted Great Results. #SmeStocks Earnings outperformed by very Strong Margins. May translate this into Stock Performance. We all have Stock Price & Performance. Many Cos available at
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कुछ देर की ख़ामोशी है फिर शोर आएगा तुम्हारा सिर्फ़ वक़्त आया है हमारा दौर आएगा By #MicroCaps & #SmeStocks WA Fwd
Results Season is Over Now. #SmallCaps, #MicroCaps Posted Very Good Results #SME Cos Posted Great Results. #SmeStocks Earnings outperformed by very Strong Margins. May translate this into Stock Performance. We all have Stock Price & Performance. Many Cos available at
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Results Season is Over Now. #SmallCaps, #MicroCaps Posted Very Good Results #SME Cos Posted Great Results. #SmeStocks Earnings outperformed by very Strong Margins. May translate this into Stock Performance. We all have Stock Price & Performance. Many Cos available at
This Results season was fairly Great with majority of Investible MicroCaps, SmallCaps, SMEs but still majority of such stocks either corrected further or stable. Markets can't ignore Earnings Growth for long. Just Study your desired Stocks & Invest. Such buying opportunities
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Great Performance by #TridentTechlab Solid Unexecuted Order Book. Debtors Days Reduced Significantly. Paid Dividend to Shareholders. Net Cash in Balance Sheet. Is it Turnaround for Co in H1? Let's see till H2 Disclaimer : Invested &Biased, No Buy/Sell Recommendations, DYDD
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Interesting take away from #Sjlogistics Earnings Press Release. NVOCC Operations Grew Exponentially. Own Vessel Operations may Give significant competitive edge to Co along with better Margins. Project Cargo also showing Robust Growth. Reported Great Earnings for the Qtr.
SJ Logistics Posted all out Beat. Best ever Qtrly Results that too in conservatively lean period & Disturbance in Global Trade. Balance Sheet also improved significantly. Many #SmeStocks Posted fabulous Results. Sooner or later Markets will Reward the Earnings. #EmergingTrends
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SJ Logistics Posted all out Beat. Best ever Qtrly Results that too in conservatively lean period & Disturbance in Global Trade. Balance Sheet also improved significantly. Many #SmeStocks Posted fabulous Results. Sooner or later Markets will Reward the Earnings. #EmergingTrends
Couple of SMEs with very good numbers: SJ Logistics Nisus Finance SJ Logistics #SJLogistic
#SJLog
#SJLogistics Steady and consistent performer Highest ever revenue, EBITDA, PBT and PAT in comps history Good margin expansion Receivables under control despite good
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This Results season was fairly Great with majority of Investible MicroCaps, SmallCaps, SMEs but still majority of such stocks either corrected further or stable. Markets can't ignore Earnings Growth for long. Just Study your desired Stocks & Invest. Such buying opportunities
Very Bold Statement Atleast 25-50 #SmeStocks may become 3-5X in Next 4-6 Qtrs. Take Print of Closing Rates for Both NSE & BSE listed SMEs Many Mispriced & Undervalued Stocks are there. 6 Months Back Mispriced due to FOMO. Now Mispriced as No One wants to Buy. Do your own
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#AjcJewels - 60crs Market Cap B2B Jewelery - Great Results! Company has announced proposal to acquire promoters pvt company. Ground checks suggest IPO money expansion has commenced + inorganic growth should bolster the Nos in coming Qtrs ! #PDYDD Next Multibagger? Let's see
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Great Data Point by @vivbajaj Bhai @mystockedge
90% of equity mutual fund investments is done in 278 stocks as on September 2025. Total 1273 companies invested. Attached is top 50 with value of MF exposure. Source @mystockedge
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