Ekansh Mittal – Katalyst Wealth

[Stock idea]: Globus Spirits – Manufacturing stable, consumer business scaling, UP distillery = margin catalyst

April 16, 2026

Globus Spirits operates a dual business model – a stable, margin-generating manufacturing business (ENA/ethanol) paired with a high-growth consumer Alcohol brands business (Prestige & Above + Regular & Others). The UP distillery (₹200 Cr capex) is commissioning in Q4, which should significantly expand margins for both R&O and P&A portfolios in Uttar Pradesh. Here are the key takeaways, But, before that: Help us grow: If you think our stock recommendations could add value to your friends, relatives, or acquaintances, we’d appreciate…

New Insider Bets stock recommendation dropping this week (trading at 1x book, 14% ROE path)

April 14, 2026

We’re releasing a new stock recommendation this week under Insider Bets subscription. The Setup: A small private sector bank with: Niche focus: MSME / self-employed / secured lending (not mass-market CASA play) Improving fundamentals: Asset quality at multi-year lows, ROE trajectory 13% → 14%+ Growth visibility: 18-20% guided loan/deposit growth, granular book Valuation: Trading near 1x book value despite improving RoE profile What makes it interesting: Unlike large banks competing on CASA and brand, this bank has carved out a defendable niche in: Secured, high-yield lending…

HDFC: 14% in 5 years. Small-cap: 200%. Which would you hold?

April 9, 2026

Investment paradox I’m observing: HDFC Bank: 14% returns (5 years) Infosys: 0% returns (5 years)…excluding dividends. Investors hold these comfortably. Small-cap that delivers 200% net return (after – 40% drawdown first): Same investors panic-sell at the bottom. Why? It’s not about returns. It’s about emotional comfort. Let me share with you The Psychology of “Comfortable Underperformance”. Before that: Help us grow: If our research adds value to your investing process, we’d appreciate you spreading the word about Katalyst Wealth to friends, family, or colleagues who…

April 2026: The Same Signal That Worked in 2013 and March 2020

April 7, 2026

I want to share something unusual with you today — a contrarian indicator I’ve been tracking for years that has an almost perfect track record of calling market tops and bottoms. It’s not a technical indicator. It’s not fund flow data. It’s not insider buying. It’s Google search trends. Specifically: How often retail investors in India search for the term “Multibagger stock.” Let me show you what 19 years of data reveals — and what it’s telling us right now in April…