We are 40k in 1 year on Twitter🎉

On microcaps, buying is not yet favourable, funds will either be blocked or fresh investments might go down, sometimes doing nothing aggressively is a best thing to do, your stocks will not rally everyday, neither those will go down everyday. Better wait for momentum in microcaps to shift. Nothing wrong in sitting on cash

Recently I haven’t shared any new stock, because i am calmly watching what overall market is doing and how it is impacting microcaps and SMEs

This doesn’t mean i have stopped analysing new businesses, this is a pausing time currently in the market

If you have observed, your portfolio mustn’t have done good last 2-3 months but index hit ATH, this is because of the fear of the probable or possible fall which may or may not come.

Last three years, i have witnessed such situations 4-5 times and i learned to be quite 2nd time onwards


If your stocks are good, those will eventually go up, be patient

There will be pain in SMEs

If you think only your portfolio is correcting, check the below list. Just be calm in such market, dont make mistakes, nobody know when it will reverse

Corrected from 52week High.

ZEEL -58%
SPARC -56%
COCHINSHIP -49%
MAHSEAMLES -46%
MRPL -46%
CREDITACC -45%
SYRMA -43%
ATGL -43%
ALOKINDS -42%
RBLBANK -42%
NETWORK18 -41%
HUDCO -41%
EQUITASBNK -41%
TITAGARH -40%
MMTC -40%
SCI -40%
IRCON -40%
DBREALTY -40%
ITI -39%
ENGINERSIN -39%
UJJIVANSFB -39%
KIOCL -38%
HINDZINC -38%
J&KBANK -38%
IFCI -38%
BDL -38%
IRFC -37%
MANAPPURAM -37%
GRSE -37%
IOB -37%
NIACL -36%
IIFL -36%
PNCINFRA -36%
TRIDENT -36%
UNIONBANK -36%
DATAPATTNS -35%
TANLA -35%
ANURAS -35%
NSLNISP -35%
UCOBANK -35%
BANKINDIA -35%
FORCEMOT -34%
AARTIIND -34%
CGCL -34%
RAILTEL -34%
INFIBEAM -34%
SWANENERGY -34%
BIRLACORPN -33%
KIRLOSBROS -33%
ADANIPOWER -33%
SFL -33%
PSB -33%
IREDA -33%
SAMMAANCAP -33%
JWL -32%
JUNIPER -32%
BSOFT -32%
MEDANTA -32%
LODHA -32%
TTML -31%
SONATSOFTW -31%
NHPC -31%
GMDCLTD -31%
INTELLECT -30%
BANDHANBNK -30%
CHENNPETRO -30%
RAYMOND -30%
MAHABANK -29%
CERA -29%
PAYTM -29%
KPIGREEN -29%
PNB -29%
JKTYRE -28%
IRB -28%
RVNL -28%
RHIM -28%
CONCOR -28%
JBMA -28%
SKFINDIA -28%
TATAINVEST -28%
SAIL -28%
POONAWALLA -28%
DMART -28%
RITES -28%
DALBHARAT -28%
HFCL -28%
CONCORDBIO -28%
CYIENT -27%
REDINGTON -27%
NBCC -27%
CENTRALBK -27%
BHEL -27%
LICHSGFIN -27%
AEGISLOG -27%
RTNINDIA -27%
SJVN -26%
BEML -26%
VGUARD -26%
JYOTICNC -26%
SWSOLAR -26%
FACT -26%
UNOMINDA -25%
WELSPUNLIV -25%
IRCTC -25%
GPIL -25%
ASTRAL -25%
ARE&M -25%
ADANIENSOL -25%
GLAND -25%
MAHLIFE -25%
ASTERDM -25%
TATATECH -25%
INOXINDIA -25%
PRSMJOHNSN -25%
TIMKEN -25%
RPOWER -25%
RENUKA -25%
IDBI -25%
FINCABLES -25%
LICI -25%
HINDCOPPER -25%
PHOENIXLTD -24%
ZYDUSLIFE -24%
BAJAJELEC -24%
IDFCFIRSTB -24%
ZFCVINDIA -24%
LEMONTREE -24%
CASTROLIND -24%
PNBHOUSING -24%
SHOPERSTOP -24%
OLECTRA -24%
MAPMYINDIA -24%
RELINFRA -24%
TATAMOTORS -24%
HONASA -24%
IEX -24%
ACI -24%
INDIAMART -23%
INDUSINDBK -23%
BLS -23%
ZYDUSWELL -23%
VTL -23%
ENDURANCE -23%
GODREJIND -23%
SUPREMEIND -23%
ANGELONE -23%
DEVYANI -23%
GRAPHITE -23%
IGL -23%
GNFC -23%
BAJAJ-AUTO -23%
ELECTCAST -23%
KANSAINER -22%
EIHOTEL -22%
ADANIENT -22%
CARBORUNIV -22%
SHREECEM -22%
NYKAA -22%
GODFRYPHLP -22%
EXIDEIND -22%
NMDC -22%
ADANIGREEN -22%
RAMCOCEM -21%
RATEGAIN -21%
MAZDOCK -21%
MGL -21%
SOBHA -21%
TATACONSUM -21%
AWL -21%
ALKYLAMINE -21%
GUJGASLTD -21%
KIRLOSENG -21%
PCBL -21%
MSUMI -21%
SCHAEFFLER -21%
HAL -21%
ELECON -21%
DELHIVERY -21%
TATAELXSI -21%
PFC -21%
JPPOWER -21%
STARCEMENT -21%
GMRINFRA -20%
ONGC -20%
SBFC -20%
BHARATFORG -20%
CANBK -20%
MINDACORP -20%
ROUTE -20%

Maximum stocks hit upper circuit today

Last couple of weeks, maximum were hitting lower circuits

If you digested the short term’s volatility and didn’t sell any stock, then this attitude will help you carry multi-baggers


That day KPIT fell 15%, one of my portfolio heavyweight, I did not sell a single stock

KPIT Management guidance is not great for next year, but still I have no plans of selling it

It takes time build the investment acumen, if you have worked on it, dont give up on that so quickly

Diwali Picks

Whatever you lost notionally, will come with interest in upcoming months, dont worry, if you panicked this time but didn’t sell anything, next time you will not panic.

Last 3 sessions have been darkest GREEN irrespective of whatever NIFTY is doing, hope that is same for you

Happy Diwali to Everyone 🪔

During previous panic weeks, portfolio was down by 35% from its top

It has now fully recovered within a week

Hope there’s a greenery in everyone’s portfolio 😊

Waree, good on chart, good on results

Oriana Power 1900 to 2615
Piccadilly 680 to 720

Oriana flew out of these two Diwali picks

Piccadilly will also do the same, this consolidation on Piccadilly agro will reward big, personally i am expecting it to fly until 1300-1500 levels when this rally starts

Expecting at least 2-3 more upper circuits on Waree if not more

INOX green available at discount considering the strength of its previous run, investors buying can resume there if market remains the same

KPIT , fell 14% in a day that day to 1300₹

I added it on Muhurat Trading further

Lets track for one more year