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[Stock note]: Amrutanjan Health…100 years + old FMCG co. at reasonable valuations

In the last 1 year, the broader markets are down around 15-20%. What’s good though is that investor’s sentiment and participation is also down as reflected by Google trends data and avg. daily turnover data of NSE. While near term portfolio returns can remain subdued, it’s a great time for stock picking and portfolio restructuring. Those who will invest in growth stocks trading at reasonable valuations today, will probably make great returns on portfolio over the next 3-5 years. Today, we will look…

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Google Trend – Best Indicator to identify Stock Market top and bottom

In the last 1 year, the broader markets are down around 15-20%. One question on everyone’s mind is when the markets will recover? While there are no perfect tools to predict market tops and bottoms, there’s one indicator “Google Trends” which has been quite accurate in determining investor’s sentiments and to some extent market tops and bottoms. Let’s look at that indicator and what it is suggesting right now.   Before that: Here’s the list of new recommendations released by us in last few…

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[Stock note]: G G Automotive – Multibagger study based on Promoter’s actions

In the last 1 year, the broader markets are down around 15-20%. In the past, we have seen bear markets lasting 2-3 years. While one cannot be sure of the length of the bear market, it’s a good time to be actively looking for growth stocks at reasonable valuations with an investment horizon of 3-5 years. One good way to screen for such stocks is by tracking Promoter’s actions. If they have been consistently buying from the open market or…

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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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