The best thing I have read in last few weeks on investing. Gunaji has been one of the most successful strategic microcap investor in the last decade or so. Words of wisdom from him. Very very few people will eventually end up holding their stocks till they become multibaggers and

Some SME/ micocap Stocks in my watchlist , which are on my radar to add/top-up if this correction goes on for few more days in SME. 1. Teerth Gopicon 2. Green Hitech Venture 3. Owais Metals 4. RS soft 5. Rudra Ecovation 6. Arman Financial 7. WS industries 8. Creative Graphics

Markets too hot! Will they get hotter or cool down in near term, share your views

Govt is the biggest shareholder of ITC They claim that they are Anti-Tobacco. From the Govt, LIC is the Biggest Shareholder in ITC What does LIC sell?- Life insurance What does ITC sell? -Cancer This is called Hedging Zindagi ke saath bhi - ITC Zindagi ke baad bhi - LIC

I feel so sad and sometimes bad for myself. I have let myself down lately in so many ways. I used to read 4-5 hours a day minimum, Sometimes 8-10 hours a day. Now I read much less. The bull run has consumed me. My fundamental value investment principles are all into question.

Had a chance to meet RS software management recently. Have been getting a lot of messages on updates on RS software. Meeting Notes with RS software. 1. Company refused to give number specific any guidance on revenues. 2. Indian Revenue expected to remain flat. US + Canada sales

Very good thread on Supply Chain Finance

Danlaw India covered by Arihant Capital Today. M&M for V2V, V2X is a big update. Check annual report for update on smart city. PoC and demo for govt and authorities done. 5G is a key enabler for the company. The shifting from data loggers to V2X (in telematics) will be a big

E2E networks featuring in today’s Economic Times.

Wrote detailed thesis on E2E Networks in simple language when it was at 170 . Now big investors like Ashish Kacholia entered at 10x. What a journey it has been🚀. Btw E2E is now at 2500. 14x or so in a year.

New Addition to portfolio. Added this last week. Company Name : De Neers Tools. Market Cap - 200 cr something. Background: I actually was going through the interview of dinesh parekh , and got to understand his process of investing. He was an early investor in Apl apollo

Operating leverage has started to finally play out, cashflows should follow soon. Next 2 quarters are critial. The company seems to be at an inflection point to me. Even if they can sustain 18%+ margins and grow at 25-30% , they can easily do 20-25 cr PAT in FY 25. And 30-30 cr

Indian Smallcaps and Microcaps at critical juncture after 2 years of amazing bull run. Nifty Smallcap 100 hits 200 DMA. Liquidity drying up across many counters. Seeing companies who have posted amazing results ( 50% +growth in PAT ) not performing are also signs of worry.

At the Sweet Dreams store Phonix marketcity, for another round of scuttlebutt. Seems like an interesting story building up. Valuations remain on higher side already. Not yet invested in SD Retail . But looks really promising after talking to some distributors Will share more

Chart of the day! What a volume today. Any guesses?

Maharashtra Seamless, moving seamlessly.