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

November 20, 2025

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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[Stock note]: RBZ Jewellers – Targeting 700 cr. sales and 45 cr. PAT in FY 26

November 18, 2025

Recently, while screening for stocks for our Premium Members, I came across RBZ Jewellers. The company works on both B2B and B2C business model wherein it makes jewellery on order for corporates and has a large retail outlet in Ahmedabad. Based on the success of Ahmedabad outlet, the company is planning 4 more outlets in cities like Rajkot, Surat, Vadodara, etc. Below, we have shared notes from Q2 FY 26 concall of the company to understand management’s perspective on growth plans and…

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Nov’25 – Latest special situation opportunity

November 11, 2025

Today, after market hours, 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…

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Repco Home Finance (NSE – REPCOHOME) stock presentation at Alpha Ideas 20 20

November 10, 2025

Dear All, Yesterday, I attended Alpha Ideas 20 20 in Mumbai. It was wonderfully organized by Nitin Rao and Paresh Shah. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME).   You can watch the presentation here – click HERE  You can read it here – 9th Nov’25_Repco Home – Alpha Ideas 20-20 meet 2025  Hope you found the blog post useful and it added value to your investment decisions. Sign up for more interesting stock ideas and…

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