Yesterday I spent the day in the holy city of Vrindavan with market veteran Manish Chokhani who is part of the team building the Upcoming Bhaktivedanta university ManishChokhani The Bhaktivedanta university , expected to open its doors in July 2026 , will be spread across 75

Bectors Food: Stake shift from public to institutions.

Don’t outfight the herd. Out-adapt it.

Fully agree! He is definitely one of the best!

Syrma SGS Company announced a joint venture with Elemaster S.P.A and Syrma SGS Design and Manufacturing Pvt Ltd. Syrma will invest ₹33 crore for a 60% stake in the JVCo, while Elemaster will invest ₹22 crore for a 40% stake. Aim is to unlock new growth opportunities in Rail,

India’s speciality chemical firms have scaled, digitized, and globalized. With capex behind them and AI ahead, efficiency will soar. Developed markets want clean supply chains—India delivers. Time to think long-term.

Eternal became ~6× in my portfolio.

Affordable Robotics' promoter selling when stock is down almost 65% from the top. Not a good sign for investors!

Keep an eye on pvc pipe companies. It seems pvc price is stabilizing now.

Dixon Technologies Company has acquired 51% stake in Kunshan Q Tech Microelectronics (India) Pvt Ltd for ₹552.99 crore, which manufactures camera and fingerprint modules for mobile phones, IoT systems, and automotive applications.

PG Electroplast Ltd PG Technoplast Pvt Ltd (WoS) has acquired a 50-acre land parcel in Sri City, Andhra Pradesh. The company plans to invest ₹1,000 crore over five years to build a manufacturing campus. The first phase will include a refrigerator plant with 1.2 million units

Must read for everyone!

Award for the top comment goes to 😂

Deepak Nitrite inaugurated 5 acre R&D centre

Big opportunity for Tejas Networks! They’ve launched a fully indigenous 64T64R Massive MIMO 5G radio — matching global giants like Ericsson & Huawei.

This is not the time to sell Cyient DLM

ACUTAAS is now ~4X in the portfolio. Uncomfortable with current valuations. Planning partial exit next week.

Coforge missed the memo on weak IT results