Swift 20% move today, after falling continuously from listing price Mcap is just 97 crs and trading at 13-14x FY26, let’s see how this pure D2C pans out Personally tracking these variables: - MRR in H2FY26 - Launch of pro series (non customised products for Q-com & E-com) -

Revisiting the thesis, seems like bottom is made (hopefully 🤞🏻) Promoter’s vision is to eventually convert this into a multi product FMCG company which is reflected in the recent acq too #zappfresh #SME

One of the perks of investing in a toy mfg company is a regular supply of free toys :) Recently got these Made in India toys from Alphabet Toys 🇮🇳 For years, Indian consumers have been habituated to substandard imported toys. Alphabet Toys is working to change that 🚀

Weekend musing: SME IPOs rely heavily on HNI-backed AIFs and brokers Mainboard IPOs enjoy strong DII participation What if SEBI mandated small-cap mutual funds to invest just 1 percent in SME companies? Dec 2025 small-cap AUM was ₹3.7 lakh crore That is ~₹3,700 crore of

Alice Schroeder on how Warren Buffett would value a company Alice Schroeder spent years with Buffett preparing to write The Snowball

There is an overload of pessimism these days Everyone wants raging bull market of 2023 and 2021 But those were abnormal periods and not the norm Markets go up a little, come back down a little Go down a little, come back up a little Thats how normal markets behave majority of

Buffett outworked everyone. Most people know he read the Moody's Manual front to back. Twice. But did you know he brought Moody's Manuals on his honeymoon? He copied balance sheets by hand, because Standard and Poor's had no copy machines. He showed up unannounced at

Absolute treat listening to Samit Vartak CFA Fundamental backed market views in such testing times hit different, this is the kind of signal worth tuning into right now Small cap cycles, P/B trends, mid & small cap resilience vs Nifty in this crisis, beautifully broken down

Apsis Aerocom - Build-to-print precision manufacturer serving defence, aerospace, and healthcare OEMs - Mcap - 200 crs - Low debt & positive cash flows - Trading at PE of 25-30x FY26 & 15-20x FY27 - Almost entire IPO funds for doubling the capacity - Risk: margins & execution