I didn't track pref. allotment to Promoters 2 yrs back as diligently as I do now Used to track open market buys but not pref. allotment Probably missed some great opportunities Here are the ones announced on 29th Oct'25 Research desk - https://t.co/oOUTobReGJ

We have released detailed update on the following 2 stocks: - Akzo Nobel open offer - Shankara Building Demerger Can check update (requires access) @

Analyzing a banking stock is very different from studying regular listed company Banks follow unique accounting norms making their analysis distinct In this 🧵, we’ll simplify key banking terms to help you understand how banks operate (1/n)

In this thread,📊Let’s look at AGI Infra case — a small-cap stock that's up 50x in 5 yrs and involves important corporate event This 🧵 can help identify similar opportunities in future AGI got listed in 2015. Co. has done well but real story begins around 2018–20 (1/n)

I didn't track pref. allotment to Promoters back in 2020 as diligently as I do now I used to track open market buys but not pref. allotment Probably missed some great opportunities Note: It's just a starting point for further research Research desk - https://t.co/YxS5iaIlWy

Personally, I find it difficult to trust companies that do fund-raising in such quick succession IPO in 2023 and then QIP in 2024 Research desk - https://t.co/YxS5iaHO70

Recently, was going through details of cos. that make plywood, MDF, etc Wood panel industry is progressively getting organized Wood panels include - Plywood, MDF, Particle Boards, Laminates & Decorative Veneer Here's a small🧵based on the details publicly available (1/n)

Recently, came across DCB Bank Came under radar because co. announced allotment of 60.58 lakh shares to Promoters @ 137 On looking deeper, realized, it's one of the lowest valued Pvt sector bank with P/B of 0.7 and 6.5 PE Detailed notes on DCB Bank @

I hardly see any discussion on Solar Industries on social media Probably the most consistent stock which has created huge huge wealth for shareholders Look at PAT, Sales CAGR and stock price CAGR 35% + CAGR for 3, 5 and 10 yrs Research desk - https://t.co/YxS5iaHO70

📊Let’s look at G G Automotive Gears case — a small-cap co. that rewarded investors handsomely after a major corporate event This case study can help identify similar opportunities in future 🧵 From FY18 to FY23, GG’s performance wasn’t great Sales: 42 cr → 77 cr EBITDA: ~ 8

What is PPE? Personal Protective Equipment China dominates with 80% share and India comes 2nd at 7-8% Can India gain market share as global supply partner? There's possibility of growth in domestic demand with with labor reforms, infra creation and industrialization (1/n)

Weekly wrap 🧵...New Long term reco. for Alpha/Alpha + members and 12 bagger case study on Ashapura 1) On 9th, released new long term reco. on a co. dealing in protective gear Details @ https://t.co/2qq9jGtXN6 2) Ashapura Minechem 12x case study based on Promoter stake

What's happening in MDF industry It's always been cyclical as every few years it suffers on account of excess capacity creation Current status: - BIS QCOs have led to a discontinuation of non-compliant (commercial grade) MDF - Imports have dropped ~90% post-BIS; Q1 import run

Was reading about DC Infotech It's into sales and support of networking, security products Currently around 600 cr sales and aiming for 1000 cr Here's comparison table (using AI) of last 3 yrs concalls and mgmt. views on business Research desk https://t.co/YxS5iaIlWy

Tonight, we will release New Stock Report for Alpha/Alpha + members Some details: - Strong sector tailwinds - Spent ~200 cr. in last 3 yrs on Expansion - Targeting 2x sales in 3 yrs - ~ 0 long term debt - domestic sales ~3x in 7 yrs Research desk -

Working on new Alpha/Alpha + recommendation - Strong sector tailwinds - Spent ~200 cr. in last 3 years on capacity expansion - Targeting 2x sales in 3 years - ~ 0 long term debt - domestic sales ~3x in 7 years Research report tomorrow for members

Every 2nd person I meet these days is asking about Gold and Silver Stock market returns have disappointed the investors over the last 1 year...while Gold and Silver have done quite well Not sure how the two will move going forward, but looks like a case of FOMO creeping in

Was reading about Prevest Denpro Co. manufactures over 100 dental products and is working on developing 3d printers for Dental industry Dental industry is still underpenetrated in India Here's a detailed 🧵 with loads of charts and data on Dental industry (1/n)

Aarti Drugs stock...what can we learn from Shareholding Pattern? Key Observations: - stock goes up 6-7x in a year - no. of shareholders increase 8x, mostly after stock has run up - Now stock down 50% in last 5 yrs Smart money exited around top and retail investors lapped up