General thinking is that if we have two companies in same segment but one is from PSU and another private player then PSU business will be cannibalized by private player over the period and in anticipation of that market will award better multiple to private player making PSU one looking undervalued forever. But this does …

A company can be called undervalued or overvalued depending on what you are looking at. Looking at past, a stock might seem undervalued but looking at future it might be overvalued. This depends on what is yet to unfold not what has already unfolded. Market is trying to price in the future not the past. …

The market can make you rich, but it can take back even more if you’re not careful. The key is balance — don’t kill a winning position out of fear, but don’t let profits turn into losses either. Exit when the strength fades. Remember, no one ever consistently buys at the absolute bottom or sells …

The biggest winners often don’t look extraordinary at the start — they look familiar. Same industry structure, same tailwinds, same capital cycle, and same stock structure with relative strength & urgency. What changes is positioning, timing, and the ability to execute when the cycle turns. By the time something feels obvious, the easy money is …

Most big changes in markets don’t announce themselves. They start small, almost invisible — until one day, the old leaders stop leading. Consumer behaviour shifts first, then product mix, and only much later does the market catch up. By the time the narrative becomes obvious, the real money is already made. PNGS Reva MCap ₹1153 …

Markets have only one truth — they keep doing what they’ve been doing until they stop.In market parlance: trend and reversal — momentum and mean reversion. In late 2024, bearish logic was hard to find — yet the market topped.In early 2026, bullish logic is hard to find — yet the market seems to have …

In markets, conviction means nothing without confirmation. You make money only when price moves in your favour — not when management speaks well or expansion plans look attractive. Businesses can expand, integrate, announce capex, or await approvals — but as market participants, we follow price. MMP Industries  MCap ₹645 Cr. CMP ₹254 Tradable Float MCap …

Market is a non-linear and uncertain entity that is bigger than any individual, however brilliant. It is why even the best investors and traders often find themselves on the wrong side of it. No one can deny its cyclical nature, where what was chased a few days ago becomes untouchable, and what was once a …