Companies on my watchlist that i’d be ready to buy on a correction: Sai Life: fastest growing indian crdmo, revenue growth guidance 15-20%. doubling r&d capacity by sep 2026. bidar manufacturing +70% (450 KL) by FY27 end. key molecules include atogepant/ubrogepant. Aeroflex

Companies on my watchlist that i’d be ready to buy on a correction (/2) RR kabel: sector growing 2x GDP growth rate. targeting 3 year volume growth of 18% for w&c under project rise. capex of 1200 cr over 3 years mostly for cable capacity. cable capacity will expand by 1.7x

Notes on companies i started tracking recently (/1): Aeroflex Industries: precision manufacturer of metallic flexible hoses & assemblies, now pivoting into liquid cooling skid assemblies for AI data centers via an exclusive 5 year India agreement with a US partner. Targeting

CDMO players i'm tracking/invested in: Sai Life Sciences: fastest growing indian crdmo, revenue growth guidance 15-20%. doubling r&d capacity by sep 2026. Bidar manufacturing +70% (450 KL) by FY27 end. key molecules include atogepant/ubrogepant. Wrote in detail about Sai a month

Key players in commercial aerospace industry & notes: Sansera Engineering: Makes actuation systems, engine casings, landing gear components. supplies 1500+ parts to collins aerospace, saab, triumph. Won a direct 160cr contract from airbus. Designs its own CNC machines in house.

Notes on small cap companies i found worth studying: Aarti Pharmalabs: scaling up high margin cdmo business which recently hit 40 commercial projects and growth guidance of 30-40%. new atali greenfield plant will drive volume growth for cdmo and intermediates into fy27. xanthine

Black swan events create the best hunting ground for ideas Here are select companies guiding for 20%+ growth. filtered to remove lower quality names.

Many interesting opportunities in small caps at reasonable valuations. Here are select small cap companies guiding for 20%+ growth. Filtered to remove lower quality names.

Optical fiber prices have gone up 3.3x in 18 months. GPU racks need 16-36x more fiber than traditional CPU setups & there is shortage of fiber cables Indian companies with upside from optical cables & notes: Sterlite tech: global top 3 optical fibre company (8% market share ex

Corrections offer the best hunting ground for ideas Here are select companies that can double their PAT in next 3-4 years Disc: no reco. Ideas for further study.

I am purposefully spending time finding ideas in small caps There are many interesting ideas w/ risk reward Notes on few small cap companies i found worth studying: Aarti Pharmalabs: scaling up high margin cdmo business which recently hit 40 commercial projects and growth

Here are select companies that can double their PAT in the next 3-4 years. All trading at reasonable valuations Disc: no reco. Ideas for further study

Here are some small cap companies that can double their PAT in the next 3-4 years. All trading at reasonable valuations Disc: no reco. Ideas for further study.

Sharing few select J curve companies with potential to double PAT over the next 3-4 years Filtered to remove lower quality names.

Market correction offers best hunting ground for ideas Here are select companies guiding for 20%+ growth filtered to remove lower quality names.

Here are few companies that can double their PAT in the next 3-4 years All trading at reasonable valuations + stage 2 uptrend Disc: no reco. Ideas for further study.

Notes on small cap companies i found worth studying: Sterlite tech: global top 3 optical fibre company (8% market share ex China). only Indian player with full preform to cable integration. data center revenue already at 20% of total, targeting 30% in 12-18 months. GPU dense AI

Claude cowork is actually a cheat code for equity research It builds out 10-15 page report for any company & the quality is actually insane 😬 Example report for Sai life sciences:

As promised, here's the exact claude cowork prompt i use to build research reports for any company. Feel free to copy and use. Prompt: you are a research analyst at {xyz}. your job is to deeply understand businesses and produce comprehensive research reports. inputs you

Small cap companies are trading in the lower quartile of their historical valuations. Many opportunities at no brainer valuations Here are some ideas that excited me recently: Aarti Pharmalabs: scaling up high margin cdmo business which recently hit 40 commercial projects and