India witnessed a solid capex revival in 2003-2007. During this phase, the Sensex was up 7 times. The smallcap index was up 16 times. We could be in the initial phases of the similar capex upcycle, that could lay the foundation of next bull run. Instead of picking front runners, I would prefer pick and shovel strategy to play this theme. In this video, I talk about some businesses that potentially stand to benefit from the capex upcycle. https://www.youtube.com/watch?v=BrE_jpZE30U&list=PLouEzv5yQrJyJLvjfy8gVHTqLRK6F7z3r&index=1

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/Ty3g8

Dear Readers
Since inception in February 2008 to latest audited data until March 2022, Hidden Treasure has an internal rate of return (IRR) for Hidden Treasure since inception in February 2008 until March 2022 (latest audited data), is 26.8%.
We are proud of beating the benchmark indices by such a wide margin. But we could have done better. Much better!
The lost opportunity I’m talking about, for instance, is 652% versus a gain of 142% on Astral Ltd. We missed it because we could not recommend Astral at its seed stage.
But this has changed now.
Over the next few days, I’ll be sharing more insights about such opportunities on email. I’ll also be live at a Private Briefing on 22 August at 5 PM where I’ll reveal details of this ultra-niche segment, called SEED-Category Stocks. Be sure to book your spot now.

Dear ReadersWhen everything else suffers on the macro front, growth in profits, along with positive cash flows are comforting.

Please do not mistake high profitability with high profits. We are talking about operational profitability here. i.e., how much operating profits a company makes per unit of sales, i.e., operating profit margins.

In today's video, I'm going to talk three microcaps that have witnessed growth in profitability.

You could watch the video here: https://www.youtube.com/watch?v=JpH0EJBJ3jg

Dear Readers
'Winners don't do different things. They do things differently.'
This famous adage is often ignored in the world of investing. Investors want to follow what star fund managers and the smart money are chasing. There is a comfort in sticking to well-known stocks. Access to information and social media has made this worse. Everyone is watching, listening to, and investing in the same stocks, hoping in vain to beat the market. If you follow this 'me too' approach of investing, don't expect your investment returns to stand out. If you wish to beat the market by a wide margin, you need to shift your investing strategy from the red ocean to the blue ocean. Click here to know more about this opportunity.

The bulls roar on D-street as Nifty gains 7.3% in the July series; ends at 16,929.

The Fear & Greed indicator signalled the worst is over in June and I did a video highlighting an end to market correction; Sensex is up by 10+% since the video. Watch here https://www.youtube.com/watch?v=X8---OYYdvI&t=32s

Nifty and Bank Nifty have broken out of short-term trendlines; the bullish momentum may prolong tomorrow.

The hurdle for bulls will be the 200DMA (Daily Simple Moving Average) for Nifty50 and Nifty500 which is just above the today’s close.

Brijesh Bhatia
Research Analyst, Fast Profit Report

Dear Subscribers
Did you know that 90% of Warren Buffett's returns came from just ten investments?
Look at your own portfolio. Chances are 80% of your profits stem from 20% of the investments. Or 20% of your investments could account for 80% of the losses. That's why legendary investors suggest letting the winners run and cutting losses early.
I was a student when I first heard of Pareto Principle. It states that for many events, roughly 80% of the effects come from 20% of the causes.
You see, there are quite a few areas in investing where Pareto principle plays out.
But the one I want to emphasize most is the performance of seed category stocks - a unique niche in investing universe that I have been writing to you about for last few days. To know more, click here.

In 15 minutes, Richa Agarwal will be going live with her Private Briefing on ‘SEED-Category’ Stocks. Please don’t be late or you could miss out on some valuable points of insight.

Here’s your meeting link - http://www.eqtm.in/o5YXd

In this fast-changing world, where the cycles of boom and doom seem the constant, it helps to play by rulebook that has worked across cycles, than chasing the narratives that seems promising in a bull run, only to disappoint later.
The rulebook suggests that you must always find your edge and play accordingly.
In Seed category stocks, the edge we are looking for subscribers is an 'illiquidity premium'. This is out of bounds of seasoned and sophisticated investors. It could be a huge catalyst to wealth creation when the re-rating happens.
In case you missed attending my Private Briefing yesterday on Seed Category stocks, you can watch the video of the event here.

India’s semiconductor industry is still at a nascent stage, with a huge runway ahead of it. With the penetration of IOT,5G, electronics, automation, robotics, EVs and semi-autonomous vehicles, the demand for semiconductor chips is likely to rise exponentially. In this video, I have covered some companies one should be paying attention to if interested in semiconductor theme.

After a spectacular rally over two years, 2022 has been a rough year for the investors. This is especially true for unseasoned, first-time investors.
While the correction has caught the investors off guard, it's the highflying new age IPOs that have fallen the most. In less than a year of listing, some of these much hailed IPOs have crashed up to 60% or more. Here are a few questions to ask to minimize the chances of such corrections in the next tech IPO you invest in.

Hi,

I’m reaching out today to share an important update with you…

Because I think you will find this very useful.

Recently, my colleague and co-head of research here at Equitymaster, Rahul Shah, made an interesting announcement.

He announced that on 12th September, at 5PM IST, he will be revealing the most ambitious project of his entire life… the Tiny 100 Project.

Plus, he will also reveal his secret proprietary system that powers this project…

Just to get an idea of how powerful this system is have a look at these numbers.

This system has a success rate of 83% since inception, 29 consecutive winning trades, and not a single losing trade in the last 2 years.
(*Past performance does not guarantee future returns. Success rate since inception till June-2022)

I think this is a golden opportunity for you to get an inside scoop into Rahul Shah’s proprietary system and his investing secrets.

And I don’t think you should miss this.

Click this link to get the full details.

http://www.eqtm.in/j4T9S

-Richa

Investing is simple, but not easy. Yesterday was a stark reminder of this. Amid fears of recession in the US and a hawkish stance on interest rates by Fed, the markets ended deep in the red. The correction in the smallcaps was even more brutal. While the smallcap index is down 3.3%, some smallcaps have witnessed a single day correction of up to 10% even. If you have decent money invested in stocks, I believe you are keeping a tab on all headline news which is gloomy enough to make you panic.You might even be influenced to dump all your shares, thinking the bad news could become worse. To be honest, I have no idea about where the markets could be in the near term. However, from my past experience, here’s what I would recommend in the stock market bloodbath.

Amid this bloodbath, Granules India has come up with a buyback offer through tender route. Subscribers could click here to access my view.

The bulls protecting the 17,000 marks on Nifty; end at 17,007.

The heavyweight’s Reliance Industries, TCS and Infy came as the savior for bulls.

BankNifty fell for a straight fifth day; the 37,800 will be do-or-die for bulls.

The 17000PE witnessed unwinding in the
last hour of the day; the fall below 16,940-16,950 may trigger a sell-off towards 16,800 levels tomorrow.

The PCR for Nifty and BankNifty is below 0.6 signalling the pause to bearish momentum on expiry day.

Brijesh Bhatia
Research Analyst, Fast Profit Report

This big event is happening on Monday, 10th October. Don't miss it for anything. Please read this now.

http://www.eqtm.in/Jj72P

Nothing in the stock markets could be as alluring, and as trapping as a short-term success. Luck masquerades as skill all the time. A few successes, and tweets could make one the next investing star.

Many retail investors have been a victim of following such stars and tips. The stock markets have rallied since March 2020 and so has the rise of financial influencers. This has drawn millions to brokerage apps and rise in demat accounts.

While this is good for the long-term trend of financialisation of savings, some hard lessons are likely to be learnt along the way. Read on to know more

With the infra and capex cycles picking up, some companies in this space are reporting highest ever revenuesand profits, and witnessing a surge in their stock prices. Businesses riding this theme could indeed witness a decoupling at times when the developed economies are staring at a possible recession and China is stifling itself with lockdowns and zero Covid policies. To know more about this opportunity, click here.

Suzlon is back to raising funds. This time, it is through a rights issue. Should you subscribe? Could the company make a turnaround and chart a different course? To know more, click here.

Institutional buying and selling in stocks can have a significant influence on the valuations of the stock. Considering these are sophisticated investors, tracking their buy and sell actions can help investors with some interesting investment insights. To know more about the top stocks sold and bought by institutional investors in recent weeks, click here.