Blog

Update: New stock recommendation for Alpha/Alpha + members on 30th Jul’25

July 31, 2025

This post is regarding an important update: Update – On 30th Jul’25, Wednesday, post market hours, we released a new stock recommendation for Alpha and Alpha + members. The stock recommended is: Related to Chemical sector Few months back, promoter bought a large chunk of shares from the open market Trading at a deep discount to its historical valuations For FY 26, management targeting improvement in profitability and cash flows Sector experiencing good tailwinds Other stocks recommended in the month…

Read More

[Stock idea]: Associated Alcohol…moving towards Premium Alcohol segment

July 17, 2025

I was recently looking at Associated Alcohols & Breweries. The company has its proprietary brands in the IMFL segment and is also the contract manufacturer of very renowned brands like – Black Dog, VAT 69, Smirn Off, etc. Company is looking to continuously introduce new and premium IMFL products and at the same time expand into newer markets like Maharashtra, Goa and Karnataka. Below, we have shared notes from the Q4 FY 25 concall of the company to understand its plans for Proprietary…

Read More

[Stock idea]: Best Agrolife…Promoter buying and can it script a turnaround

July 15, 2025

Recently I came across Best Agrolife Ltd (NSE – BESTAGRO). Stock is down from 1,600 odd levels to 400 currently. It briefly touched lows of 250 in Mar’25. What’s interesting is that in Mar’25 itself, Promoters bought shares worth Rs 2 crore from the open market around 270 odd levels. Due to the above factors, got interested in the stock and went through its Q4 FY 25 concall which has some interesting details about the business and the management’s plans for…

Read More

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.…

Read More