Performance since March 15, 2026
- Creator strategy
- -4.87%
- S&P 500
- +11.33%
- Edge
- -16.20%
- Success rate
- Locked
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Recent Posts
Latest published research
September 27, 2026
Motherson Isn’t Just an Auto Stock
The creator discusses a trend in Indian auto ancillary companies transitioning into new sectors like aerospace, semiconductor equipment, and consumer electronics. They highlight two main types of transitions: moving towards engine-agnostic or EV-focused components, and leveraging core auto engineering capabilities for precision engineering in non-auto sectors. Examples like Sunera Engineering, SPR Autotech, RSL Geartech, and OBSE are mentioned to illustrate these diversification strategies.
September 13, 2026
Small parts. Big opportunity for Indian stocks.
The creator discusses historical market regimes in India, from the TMT boom of the late 90s to real estate and infrastructure booms in the early 2000s, followed by a period of recovery and then a mid-to-small cap boom driven by consumer and financial companies. More recently, the market has shifted towards new-age manufacturing and consumption, with sectors like cables, transformers, railways, steel, data centers, and semiconductors showing promise. The current regime, lasting potentially for the next 4-5 years, is characterized by countries becoming self-independent.
September 9, 2026
TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection
This video analyzes two Indian companies, Sundaram Fasteners (TVS Group) and a Murugappa Group company, focusing on their niche products, high industry margins, market leadership, and entry into new-age industries like aerospace, defense, semiconductors, and wind energy. The analysis details the screening process, business fundamentals, growth catalysts, promoters, valuation, and risk factors for these companies.