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

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,…

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

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…

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[Stock note]: Archit Organosys – 4 bagger since Aug’20…How to identify Turnaround stocks early?

Everyone is looking for growth stocks at reasonable valuations or turnaround opportunities before turnaround happens. The idea is to catch such stocks early so that in case there’s good growth in earnings, one can get good returns on stocks. The question is – How does one screen for such stocks? We believe, by tracking Promoters/Insiders actions.   Before that: We are evaluating a few stocks for “Insider Bets“ subscription and planning to release a new stock recommendation this week for members.   Coming back to Promoters/Insiders actions,…

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[Stock note]: Frontier Springs…1 among 3 approved suppliers of Air Springs for Indian Railways

I was screening for growth stocks and came across Frontier Springs. Interestingly, this company is from my home town Kanpur. The company is an approved supplier of Hot Coiled Springs and Air Springs to Indian Railways.   Air Springs are used in LHB coaches which are used in trains like Vande Bharat, Rajdhani express, etc. Frontier is 1 of the 3 approved suppliers of Air Springs to Indian Railways. On the back of strong demand, management is guiding for Rs 240-250 crore gross sales…

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