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[Stock idea]: DCB Bank…Private sector bank at PSU bank valuations

Recently, I came across DCB Bank. The reason it came to my notice is because company announced that it will be allotting 60.58 lakh shares to Promoters (Aga Khan Fund) at Rs 137/- per share. I started looking deeper into the bank and realized it’s one of the lowest valued listed Private Sector Bank with a PE of around 8.7 and Price to book value of 1. The reported numbers and valuations looked interesting and below we have shared the summary…

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[Stock Recommendation]: New stock report for Insider Bets members released on 26th Nov’25

This post is regarding an important update: Update – Yesterday, post market hours, we released a new stock recommendation for Insider Bets members. The stock recommended is: Small is big – Small cap company with less than 5000 crore market cap Fast Growing – Over the last 4-5 years, the company has grown sales by more than 150% and PAT by 300%. The growth in Sales and PAT has been very strong post Covid Attractive Valuations – Despite very strong growth, valuations…

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

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

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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