Blog

Is the Indian stock market close to bottoming out?

April 10, 2025

Since topping out in Sep’24, the Indian stock market is down around 25% on a broader level. This month, we had another major event in the form of Trump Tariffs. The good news is, except for China, Trump has announced a 90-day pause on reciprocal tariffs with a universal rate of 10%. As is often the case, whenever the markets have corrected sharply, the general question that comes to mind is…Have the markets bottomed out? To answer this question, today, we will look…

Read More

[Latest Stock Reco]: Online Retail company at attractive valuations

April 8, 2025

Since the beginning of 2025, markets have correctly sharply and broader markets are down around 25% from the peak. We see this as a good opportunity for investment with horizon of 3-4 years or more and recently we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. This company is into Online Retail business with very high operating leverage and attractive valuations. We like good companies going through a temporary…

Read More

[Stock idea]: Ugar Sugar works – Can sugar stocks provide a good contra trade opportunity?

April 2, 2025

Sugar industry is highly cyclical and for such cyclical industries, the good time to invest is when the industry is going through a low phase. While going through Insider trades data, I came across Ugar Sugar Works. The stock is down from highs of 130 + to around current levels of 45. Also, since Dec’24, promoters have bought shares worth Rs 11.60 crore. Question is, why is the Promoter buying aggressively when the stock is down 60% + from peak? Today,…

Read More

15th Aug’18 – 30th Mar’25 – Completed 6.5 + years of Alpha and Alpha + Tracker sheets

March 30, 2025

We are glad to inform you that we have completed 6.5 + years of running Alpha and Alpha + Tracker Sheets. As you might be aware, we started maintaining tracker sheets with a hypothetical sum of Rs 50 lakhs on 15th Aug’18. The main purpose of the same was to create something for the members to show them how we would act based on our research. Since 15th Aug’18, we haven’t added any capital to the same, except for dividends. The value…

Read More