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[Portfolio stock]: Pokarna…leading exporter of Quartz from India…Coverage closure update

In Feb’24 we had recommended Pokarna (NSE – POKARNA) to Alpha/Alpha + members. It is one of the largest exporters of Quartz surfaces from India.   The detailed Feb’24 initiation report on Pokarna can be read at the following link (free access, no login required) – Click HERE This mail is just to share an update that yesterday, we closed the coverage on the stock. The reasons for coverage closure are as follows.   Update: On 18th Jan’25, we released a new stock recommendation under “Insider Bets“ subscription which…

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

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 to invest in stocks where the probability…

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

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 recommendation under “Insider Bets“ subscription which is based on…

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

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 Wire Ropes from its presentation and credit rating…

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