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[Stock idea] – Sastasundar Ventures…leading Digital Pharmacy platform

I was recently reading about Sastasundar Ventures. Company operates in fast growing Online Pharmacy (B2B and B2C) segment. In the past, the company had a joint venture with Flipkart; the same has ended now and the company has started its own app. The management has set an ambitious target of Rs 6,000 crore sales by 2030 against current TTM sales of around Rs 1,150 crore. Below, we have shared our notes from the Q2 FY 26 con-call of the company to understand the outlook for the business.…

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[Stock idea]: DCB Bank…Private sector bank at PSU bank valuations

Recently, I came across DCB Bank. The reason it came to my notice is because company announced that it will be allotting 60.58 lakh shares to Promoters (Aga Khan Fund) at Rs 137/- per share. I started looking deeper into the bank and realized it’s one of the lowest valued listed Private Sector Bank with a PE of around 8.7 and Price to book value of 1. The reported numbers and valuations looked interesting and below we have shared the summary…

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[Stock Recommendation]: New stock report for Insider Bets members released on 26th Nov’25

This post is regarding an important update: Update – Yesterday, post market hours, we released a new stock recommendation for Insider Bets members. The stock recommended is: Small is big – Small cap company with less than 5000 crore market cap Fast Growing – Over the last 4-5 years, the company has grown sales by more than 150% and PAT by 300%. The growth in Sales and PAT has been very strong post Covid Attractive Valuations – Despite very strong growth, valuations…

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[Stock idea]: Godawari Power & Ispat…Is it on the cusp of major growth with mining license?

Recently, while screening for stocks for our Premium Members, I came across Godawari Power & Ispat. The company is engaged in the business of mining of Iron Ore and manufacturing of Iron Ore Pellets, Sponge Iron, Steel Billets, etc. with generation of Electricity. What caught my attention was company recently allotted 2.04 crore warrants at Rs 245/- per warrant and promoters subscribed to 48% of the same. Further, company will soon expand its mining capacity from 3 MTPA to 6 MTPA. Below,…

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