valuations

New Insider Bets stock recommendation dropping this week (trading at 1x book, 14% ROE path)

April 14, 2026

We’re releasing a new stock recommendation this week under Insider Bets subscription. The Setup: A small private sector bank with: Niche focus: MSME / self-employed / secured lending (not mass-market CASA play) Improving fundamentals: Asset quality at multi-year lows, ROE trajectory 13% → 14%+ Growth visibility: 18-20% guided loan/deposit growth, granular book Valuation: Trading near 1x book value despite improving RoE profile What makes it interesting: Unlike large banks competing on CASA and brand, this bank has carved out a defendable niche in: Secured, high-yield lending…

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[Dec’24 Stock Reco]: Cyclical food processing company at very attractive valuations

December 6, 2024

Yesterday, we released new stock recommendation for (opens in new tab)Alpha and Alpha + Members and would like to share with you details on the same. It’s a cyclical company related to food processing sector. We like cyclical sectors, because if you can catch them during their lows, in general, the downside tends to be low because the stock is already down and not many expectations are built in. Also, once the cycle turns and the performance of the sector and the…

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[Portfolio stock]: 20 Microns…leading producer of White minerals

May 23, 2024

Hello Sir, Hope you are doing well. It’s said that when investing in a stock, low starting valuations can help deliver multi-bagger returns. There’s a great example of the same for us – 20 Microns (NSE: 20MICRONS). We initiated the stock recommendation on 20 Microns for our (opens in new tab)Alpha and Alpha + members back in Mar 2023 around 66 odd levels. You can read the initiation report (opens in new tab)HERE We continue to hold the stock since then (CMP – 177). The best part is, when…

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How to identify stocks with multi-bagger potential?

June 18, 2023

Hello Sir, Hope you are doing well. Every investor wishes to own stocks that could turn out to be potential multi-baggers. While there’s no fixed formula; however, as we analyze several stocks on a daily basis, we think there’s one pattern that does help in identifying stocks that could do well in future. It’s important to know here that we are talking about medium to long term investment, i.e., 3-4 years +. Below, we have discussed the pattern and also…

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