Blog

Jul’25 – Latest special situation opportunity

July 10, 2025

Yesterday, we released our latest Special situation opportunity for our Alpha + members and would like to share with you details on the same. As you might be aware, special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, nothing is risk free; however, if carefully analyzed, one can always look for opportunities with low downside risk. At the same time, the holding period in general for such opportunities is 3-5 months.…

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[Stock idea]: Talbros Engineering…Leading Axle Shaft manufacturer for Auto OEMs

July 9, 2025

Recently I came across Talbros Engineering (BSE – 538987). The company is engaged in manufacturing automotive rear axle shafts and other splined shafts and forgings used in commercial vehicles, utility vehicles and tractors. When looking at the numbers, what I found interesting was – continuous growth in sales, no equity dilution and major CAPEX spend in the last 3-4 years. Below, we have shared notes from the Jul’25 CARE credit rating report to understand the company better.   Important Update – On 3rd Jul’25,…

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[Stock idea]: Pennar Industries…fast growing Precision Engineering components company

June 26, 2025

Recently I came across Pennar Industries (NSE – PENIND). The company deals in multiple products including Precision engineering products, Pre-Engineered Building Systems, Hydraulics and Warehousing solutions. Over the last 5 years the company has performed well with improvement in sales, margins and profitability. Below, we have shared notes from the Q4 FY 25 concall of the company to understand the company better.   Important Update – We are working on few stock ideas for Insider Bets subscription members and will likely release the new recommendation before…

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