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[Stock note]: Bajaj Steel – 27 bagger since Jul’20…How to identify such stocks early?

Hello Sir, Hope you are doing well. I was recently looking at Bajaj Steel Industries. The stock came in our radar as the Promoter bought shares worth Rs 4 crore in Feb’24 around 300 odd levels. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters in Jul’20 and will share details below to understand how can one screen for stocks which may end up performing well in future. Investing is probabilistic and the idea is…

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[Stock note]: Mallcom India…Management targeting 1000 crore sales by FY 28

Hello Sir, Hope you are doing well. Do you know what PPE is? It’s personal protective equipment. The below image will make it clear.   In this mail, we have shared notes from the Q2 FY 25 concall of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. It also does private label manufacturing for large global customers. The management is targeting 1,000 crore sales by FY 28 or before.   Before that: On 18th Jan’25, we released a new stock…

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[Stock note]: Bharat Wire Ropes…stock down 50% + from peak and Promoter increasing stake

Hello Sir, Hope you are doing well. Jan’25 has been tough for investors with broader markets down around 20%. While correction was expected; however, the pace of correction has been very fast. In general, small-mid cap indices correct 20-35% every 2-3 years. We are already down 18-20% from peak, so unless something break down badly, one could prepare oneself mentally for another 10-20% correction and start hunting for opportunities because some stocks are coming back in value range. Below, we have shared notes on Bharat…

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[Stock note]: Dynacons Systems – 40 bagger since Sep’20…How to identify potential multibagger stocks early?

Hello Sir, Hope you are doing well. I was recently looking at Dynacons Systems & Solutions and was spellbound by the way the company has grown over the years and the amazing returns delivered by the stock. Since Sep’20, the stock is up ~40 times from 30 odd levels to around 1,200 odd levels. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters and will share details below to understand how can one screen for stocks…

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