Last evening, I have shared an update on Phase One Alert open positions. The update includes developments in the open positions in last one month, along with the latest view and maximum prices for stocks under coverage. Stay tuned for more updates. Also, I’ll soon be posting a Youtube video on optionality plays and would love you to join me by clicking here.

Tata Elxsi, a StockSelect recommendation by Tanushree Banerjee, is now a 10 bagger. Time to book profits? Find out in yesterday’s StockSelect issue. You could join her telegram channel here for direct updates from her.

As promised, this weekend I have posted a Youtube video on Optionality- Finding the Next Infoedge. Optionality is generated from an investment which has the potential to give huge returns, but the quantum of it cannot be ascertained. One can arrive at a fair value only over a period of time. Not to mention that such investments come with their fair share of risks. While there is the risk of entire investment amounting to nothing, when done right, optionality can lead to disproportionate pay offs. To know more about the opportunities, watch the video here.
Also, don’t forget to subscribe to my Youtube channel for more such updates.

A century back, it was common for businesses to not counter meaningful competition for decades. They could continue being very profitable for decades before competitors threatened their market share or profits.
But that time frame has reduced to just a few months or probably weeks now.
Even startups compete with peers to get funding and market share. Therefore, disruption is a necessity that every business must live with.
So, how does one evaluate the 'safety' of disruptive businesses?
My colleague Tanushree and I have sent the 4th lecture of the Equitymaster Venture Masterseries to subscribers yesterday. Subscribers to Equitymaster Venture will find the answer in the mail - The V.A.S.T Framework to Select Equitymaster Venture Stocks – Part 2

The Tata group may have multiplied their investment in the stock 233 times since 2002.
Just as individual investors are keen to get invested in high potential startups…so are large corporates. Turns out that some very well run bluechips have already taken the next step of finding startups. So how do you look for such companies? Watch this video from Tanushree to find out…

Yesterday I have emailed a special note on developments like stock split, stock bonus and performance updates for Hidden Treasure open positions. Stay tuned for more…

The reward of investing in an emerging platform, that goes on to become a monopoly can be terrific. But the journey is arduous, and only a small fraction of emerging platforms will cross it. Unless you are willing to gamble or lose the money you are betting, you should not venture investing in platforms without a fair idea about some critical aspects. Yesterday, Tanushree and I have shared the fifth edition of Equitymaster Venture Masterseries that takes a deep dive into these aspects.

Yesterday, I have also released the Phase One Alert digest for April. The Digest shares updates and views on open positions, recent developments in the markets and takeaways for Phase One Alert subscribers, and on the potential recommendations we are working on.

Dear Readers
Tanushree and I have recently released the last edition of six part Equitymaster Venture Masterseries. We have come a long since we started.
I hope we were able to give you good insights into the broad opportunities in Equitymaster Venture and our VAST approach to separate hype from the substance. In the latest edition, we have shared the key areas where disruption and technology offer opportunities to create VC like wealth this decade

Dear Valued Member,

www.EquityMaster.com is now LIVE.

It’s been a trying 4 weeks since the dastardly ransomware attack.

But we are happy that we are starting to put this behind us. I know you are too.

Thank you once again for all your patience and support even as we dealt with the situation.

As you read this, the extremely dedicated Equitymaster team continues to work flat out to ensure that your overall experience continues to improve in the days and weeks to come.

This is a complete rebuild effort. So, if you encounter any issues, please do write to us at info@equitymaster.com.

Know that each and every feedback and suggestion will be dealt with promptly.

Go ahead visit www.Equitymaster.com now... and access all our honest and credible research. (Before you access the premium section on Equitymaster, you will need to reset your password - https://www.equitymaster.com/Subscription/ResetPassword.aspx?email= .)

Finally a word on the Portfolio Tracker.

We are laying out plans to rebuild the portfolio tracker. With super strong safety features. We also plan to offer tools to make it easy for you to upload your data into the new Portfolio Tracker seamlessly.

A detailed FAQ on the current status of the Portfolio Tracker is available here...
https://www.equitymaster.com/portfolio/faq.asp

Before I sign off, I would once again like to thank you for all your patience and support.

Warm Regards,

Rahul Goel
CEO, Equitymaster Agora Research Private Limited (Research Analyst)

PS: Do send in all your comments and questions...If you prefer to talk to us, just give us a missed call at +91-9136015013 and one of my colleagues will call you right back.

Portfolio Tracker is LIVE. Please Log In...

Dear Valued Member:

Just a short while ago, we took a major step in our post ransomware recovery process.

Here goes...

We have gone LIVE with the Portfolio Tracker. With all your data intact.

Yes, we have restored the portfolio tracker service for you, dear reader.

This was made possible with support from our partners in the US.

I now invite you to visit the Portfolio Tracker and access all your reports as you normally would.

https://www.EquityMaster.com/portfolio

If you have any questions and comments related to the Portfolio Tracker, as always, just drop us a line at info@equitymaster.com and our team will look into it right away.

Before I sign off, I want to address the point about integrity of our data going forward.

You see, while we had what we believed to be the best-in-class systems to protect our systems and data, we still suffered from the targeted ransomware attack.

Clearly, we need to do a lot more.

You have our commitment that we are doing everything that we can do to make our systems safe and secure.

Finally, I know that the fear of ‘loss’ of your portfolio tracker data caused you a lot of anguish.

On behalf of the entire team at Equitymaster, I apologise for the same.

I hope, as in the past, you will continue to visit Equitymaster for honest and credible opinions on investing...and, for tracking your stocks and mutual fund portfolios.

Warm regards

Rahul Goel
CEO, Equitymaster

In FY21, the Smallcap index had surged 122% versus 77% gains in the Sensex.

Since the Covid crash, the total gains in the smallcap index until FY22 stand at 223% versus 128% in the Sensex.

So is this time to be cautious with smallcaps. Or Will FY23 be yet another year when Smallcaps will outperform?

Do watch the video to find out.

Dear members,

On Friday, 13th May, 2022, at 5pm IST…

I will be revealing details of my top 3 stock picks for 2022 which I believe have the potential to net multi-bagger returns in the long term, and I will be discussing at length why I have chosen those 3 companies specifically.

Once you attend the mega summit, you will have a step-by-step blueprint, the exact same one I have used to identify the aforementioned 3 companies, that you can use to spot similar high potential opportunities in the market.

If you’re interested, just click the link below to register for free.

http://www.eqtm.in/Fj62S

I hope to see you there.

The factors that could fuel the capex cycle in India have never come along together before as they are doing now. Benefitting from it would require looking beyond front runners and focusing on companies that stand to benefit not just from capex revival, but ongoing replacement demand as well. Yes, infrastructure revival has the potential to create huge wealth, provided you bet on the right candidates.
Read here to know more…

Dear Readers

It's been quite a volatile month for stock markets. For long term investors, any correction in the market is an opportunity to enter quality businesses at attractive prices. In my latest video, I have shared a simple tool that could give you a lead on not just what stocks to track, but also the levels at which entering them could make sense.

https://youtu.be/8kDM-yhRffU

Buybacks could be a very smart or dumb thing to do. While they are no substitute for fundamental analysts, tracking them could give you great insights in nailing down future multibaggers. In my latest video, I have captured a list of stocks trading at a sharp discount to buyback price in last one year.
https://youtu.be/GRNV-ePfhXA

A One Stock Gift in 1990 is Now Worth Rs 130 Crores

In 2017, Ravi made headlines by calling a leading business news channel with a surprising announcement – his grandfather had left him 20,000 shares of only one stock.

And on the day of his call – these shares were worth Rs 130 crore.

Can you guess which is this company?

It's MRF.

Ravi's story is one of the amazing stories of becoming Crorepati from a single stock.

But the question is, how to find that one stock that could make one a crorepati?

To find the answer to this million-dollar question, join our 'One Stock Crorepati' MEGA summit on 7th June, where we will reveal details of what we call a 'crorepati' stock…

Just click the link below for full details…

http://www.eqtm.in/Bp7w6