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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

What does a good business look like?
If you are in the shoes of the owner, a good business would look like something that does not need much working capital as it earns revenues, and is able to sell very fast the product and services it is dealing in. As an investor too, you should be looking for these qualities in the companies you own. Here’s a short video on the topic
https://www.youtube.com/watch?v=qChRFFUnCQw&list=PLouEzv5yQrJyJLvjfy8gVHTqLRK6F7z3r&index=1

A One Stock Gift in 1990 Turns into 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 with crorepati potential?

To find the answer to this million-dollar question, join our 'One Stock Crorepati' MEGA summit on 30th June, where we will reveal details of what we call a potential 'crorepati' stock…

Just click the link below for full details…

http://www.eqtm.in/w6H9L

Free Registration Closes at 5pm Tomorrow

We are closing the free registrations to our exclusive 'One Stock Crorepati' MEGA summit at 5 pm tomorrow.

At this event, we will reveal the details of one smallcap stock that is showing all the signs of a potential crorepati stock.

Thousands of smart Indians have already claimed their seats for this MEGA summit. So, we urge you to book your free seat now because we have a limited capacity.

Claim your free seat by clicking the link below...

http://www.eqtm.in/w6H9L

IPOs are overrated. Here is a different kind of fundraising that you should be tracking, now that markets are showing signs of correction. These stocks are currently available at a discount to what the sophisticated investors paid for them. https://www.youtube.com/watch?v=y0uOkyETIio&list=PLouEzv5yQrJyJLvjfy8gVHTqLRK6F7z3r&index=1

Our CEO, Rahul Goel, has posted his first ever voice note on Telegram.

It’s important that you hear what he has to say right away. There could be a possible implication on your existing subscriptions.

Listen right now…

Going LIVE in 15 Minutes…

My One Stock Crorepati Mega Summit will go LIVE in just 15 minutes from now.

Join me now to get details of a smallcap stock that has all 3 traits of what I calls a potential crorepati stock.

Click the link below to join right away...

http://www.eqtm.in/g5X2T

Dear Readers

As I have been sharing in my writeups, this is not the time to wait on the sidelines, but be highly selective about investments in the smallcap space.

Recently, we booked 134% gains in a smallcap textile stock, with a CAGR of 25.5% (excluding dividends) as in our view, the valuations have run ahead of fundamentals.

Further, I have recently released a recommendation on a smallcap company in the 'essential' Pharma segment. As a market leader in some niche products, this company has been able to withstand the multiple challenges, such as supply chain disruptions and inflation in key raw materials , that pharma industry has faced since pandemic. Its margins and return ratios are among the best in the in the industry. Our recommendation is at a discount of 39% to the 52 week high levels for the stock.

Over the last year, the NASDAQ 100 index is still down 16.8%.
Investor sentiments have taken a hit in the environment of tight liquidity. The same can be said for the sentiment towards tech companies back home.
While loss making companies are likely to struggle, the long term opportunity for profitable tech companies in India remains strong.
With product lifecycles are getting shorter, and the need to launch products fast in the market, India is at the forefront of huge outsourcing opportunity from the global companies with regards to product and process innovation. What makes India a favoured destination is availability of talent and scale at better cost. Be it 5G, AI, automation, semi autonomous transportation, or even a blue ocean opportunity like Metaverse, this single midcap company with diverse geographical presence across multiple verticals and capability of offering end to end solutions is all set to ride multiple disruptive technologies.
To find out more about this opportunity, refer to the latest Equitymaster Venture recommendation.

Dear Readers
Unless you are anchored to a process that works across market cycles, you are likely to be swept in the biases and make wrong investing decisions.
So is there an evergreen process you can count on?
I believe there is. It has worked fairly well for more than a decade for us.
Allow me to explain it through a real case study - Monte Carlo Fashions Ltd – a branded smallcap apparel company that we recommended in 2018 and closed recently with 134% gains (25.5% CAGR)