stock recommendation

[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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Sep’25 – Latest Special Situation opportunity

Today, 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 opportunities is 3-5…

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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 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) – 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 new stock recommendation under “Insider Bets“ subscription which…

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[New Stock Reco]: Strong growth Chemical Stock available at < 1 time book value

2 days back, we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. It’s a Chemical company and we are considering it as medium-long term cyclical investment opportunity. The company has very good scope for improvement in profitability and due to the downcycle of the industry, the stock is available at very attractive valuations. Here are some interesting details about the stock: Chemical company Strong growth – 8.5% volume CAGR…

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