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

November 27, 2025

This post is regarding an important update: Update – Yesterday, post market hours, we released a new stock recommendation for (opens in new tab)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…

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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 (opens in new tab)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…

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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 (opens in new tab)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…

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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 – (opens in new tab)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…

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