Starting a new core position in Parag Milk Foods🥛 I don’t usually bet on "commodity" businesses, but this isn't one. It’s a massive transition story from a dairy player to a high-margin FMCG powerhouse. Here is why I’m betting on the "Protein Pivot" for the next 5 years: 1.

Quick commerce Wars heating up! As I believed earlier with Zepto now filing DRHP for a possible IPO in late 2026, it'll have to show prospective investors and public markets reducing losses from here on. For now it doesn't seem to be the case as Zepto burn continues with

Spicejet has gained some market share as expected due to the Indigo fiasco. With the added planes and increased number of flights in winter schedule this share should inch higher. Government now wants to break the monopoly of Indigo and such small players could gain the most

An interesting video I came across: Maneesh Dangi a seasoned investors and fund manager explains how one can spot a potential 10x multi-bagger stock. 🚀 🔥 It is not difficult to identify if one has developed fundamental analysis skills.

Lemon Tree Hotels has been the best performing Hotel stock amongst the peers in the past 6months. While all other peers have either seen a correction or have been consolidation Lemon Tree has shown immense strength. This company meets my checklist of ✅Great Management ✅ Large

Interesting reversal in Entero Healthcare Stock bouncing 10% from all time lows with very big volumes. Recent institutional interest may be the reason of such big volumes. This could hint at a potential bottom for the stock. Fundamentally the growth outlook remains strong and it

I had exited Sapphire about 3-4months back to consolidate into better positions but the current Sapphire Devyani deal is something that had been brewing for a while. The share swap ratio although doesn't provide any upside to Sapphire as markets were envisaging before and thus is

Continued strong growth momentum in #Nykaa Q3FY26 The cash cow beauty segment grew by 25%+ (highest in past 6 quarters) The laggard in the years after IPO had been the fashion segment which is also growing NSV @ 25%+ since last quarter. Revenue for this segment should be around

Nykaa up 30% from these levels in 6months in a weak market. Adding fundamentally strong stocks at a time when they are showing strong patterns technically give out the best returns. Keep a check on your portfolio stocks and add them when they show strength rather than looking

Solid move in Entero Healthcare (+7.5%) today as well with even bigger volumes than last week. With today's move the stock has crosses 200DMA as well and I have doubled my position and added last tranche today. It's a perfect mix of Technical and Fundamentals currently and looks

Big move by Lemon Tree Hotels: The demerger of Fleur Hotels is finally official. 🏨🔓 This has been the "X-factor" investors were waiting for. The management has delivered on its promise to unlock shareholder value. Here’s the breakdown of the new two-platform structure: 1.

Got saved through a bit of skill & a lot of luck in Protean Down 50% since I exited back in March 25 with my main thesis being slow down in ONDC & no clear management answer on it's monetization. At current valuations I'll again add it to watchlist & keep a track on management's

Very good opportunity to add to core names in portfolio today as market seems to be extremely pessimistic. Everyone seems to be talking about how Indian economy is done and almost all of negative news seems to have been factored. Many of my portfolio names have seen a correction

Exiting NALCO today to add to beaten down core positions where I see structural growth and margin expansion. Made a juicy 105% return on this bet as Aluminium Prices shot up big in these 8 months.

GROWW is a powerhouse, but is the market overpaying for the risk? There’s no doubt that Groww is a brilliant company with a massive TAM. They are executing a clear strategy to win market share while simultaneously de-risking their revenue mix. - The Pivot to Quality: The shift

And here we are thinking about fundamentals, valuations, promoters, politics , macro economics and what not before making an investing decision 🫠

A good start to the earnings season for my portfolio 😌 Super growth of 46% in topline for #Polycab as was expected due to rising prices of copper pushing up prices of wires EBITDA margins came in at 12.1% down from 13.7% YoY due to deferment in pass through of raw material