Micro caps where mutual funds have increased stake meaningfully AND price is down quite a bit from 52w high

Is this the reason?

Smart metering actually has quite a few pure play companies

Companies getting > 70% of revenue from the US and selling goods not services Goldiam ~90% revenue from USA Pokarna ~82% Unimech ~82% Granules ~80% Gokaldas ~77% Avanti ~77% Kohinoor Foods ~74% Natco ~70% Kitex ~70%

Hello Friends! 👋 My Factory/Office Walkthrough Videos are now live on Tijori. If you haven’t yet taken a peek at my videos, I’d love for you to join me on my Factory & Office walkthrough videos on my YouTube Channel. And a very special thanks to one of the top research

ABB India - concall just got done, stock down ~6% due to these points on demand and orders

JSW Cement - Nearly 93% of its critical raw material which is slag comes from just one source, JSW steel 🤯

𝗧𝗵𝗲 𝟱𝟭𝘀𝘁 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗗𝗦𝗣 𝗡𝗲𝘁𝗿𝗮 𝗶𝘀 𝗵𝗲𝗿𝗲! We're diving deep into the market with 4 key segments: 1. Hard Data, Reflections on Corporate Performance & Valuations 2. Stocks Over the Long Term! 3. Cautionary Signals for the Indian Rupee 4. A Few Contra

SME IPO like FlySBS is getting a lot of hype, we thought itll be useful to remind investors about their Red Flags Auditor shopping Revenue skyrocketing pre IPO

Biggest beneficiary should be BEL They make MALE Drones, Mountain Radars, Night Sights, BrahMos Systems and Missile Upgrades

Quality Power - usually a sign of a moat when a company exports TO China

speed and sharp . One of best thing I came across

Shaily Engineering - one of the few ways to play the GLP-1 theme in a meaningful way

Starting from the June 2025 quarter, we are planning to introduce a 'Management Consistency Check' in concall summaries So you can see if management is doing a U-Turn on previous commitments Is this useful? Below eg is for Speciality Restaurants

This 'Management consistency check' feature has been rolled out. So starting June 2025, summary of official transcript will have this section. Let us know company transcripts you would like to sample with and we will share snippets here!

Action Construction Equipment Promoter has bought shares in the open market, stock has fallen ~40% from its highs