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[Stock note]: Ganesh Housing – 20+ bagger since Apr’21…How to identify Turnaround stocks early?

Markets are down around 20% from top and many stocks and sectors are offering good value from a perspective of 3-4 years. To ensure that the beaten down stocks you buy today, do well in the long term, you could look at what the Promoters/Insiders of such companies are doing and whether they themselves are increasing stake or not. The idea is to buy stocks which will bounce back like tennis balls and not splatter like eggs. The question is – How…

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Insider Trades – List of stocks wherein Promoters/Insiders increased stake recently

Today was a brutal day for the investors with small and mid cap indices down around 3-4%. Unfortunately, that’s how markets move. You don’t get 12-25% CAGR or more over longer term without such down days. In fact, in most cases, investors can earn decent money over longer term (7-8 years cycle), unless you invest around peak and don’t wait for the next major bull run. Question is what to do on such days? I think it’s important to not panic and remain focused…

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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 (opens in new tab)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) – (opens in new tab)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…

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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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