Archive

Everything we have published, on the record.

Dated when written, never edited after the fact. This is the full record — judge the calls by opening them.

15 notes match

08 Jun 2026ResultsSteel Strips Wheels — Q4 FY26: The Mix Shift Is the SignalSSWL·Buy● openGated05 Jun 2026ResultsTitagarh Rail — Q4 FY26: The Passenger Pivot ConvertsTITAGARH·Buy● openGated29 May 2026ResultsYatharth Hospital — Q4 FY26: Built the Network, Now Fill ItYATHARTH·Buy● openGated27 May 2026ResultsSAMHI Hotels — Q4 FY26: The Deleverage the Market Hasn't PricedSAMHI·Buy● openGated26 May 2026ResultsShyam Metalics — Q4 FY26: Record Quarter, Platform in the MakingSHYAMMETL·Buy● openGated25 May 2026ResultsApollo Hospitals — Q4 FY26: Three Businesses, One DiscountAPOLLOHOSP·Buy● openGated21 May 2026ResultsOswal Pumps — Q4 FY26: The KUSUM 2 Call OptionOSWALPUMPS·Buy● openGated07 May 2026ResultsPolycab India — Q4 FY26: Right Story, Right PricePOLYCAB·Hold● openGated11 Nov 2025ResultsShyam Metalics — Q2 FY26: cost discipline holds the floorSHYAMMETL·BuyFree04 Nov 2025ResultsPolycab — Q2 FY26: the W&C super-cycle thesis is intactPOLYCAB·BuyFree08 Aug 2025ResultsSteel Strips Wheels — Q1 FY26: margin story on scheduleSSWL·BuyFree07 Aug 2025ResultsYatharth Hospitals — Q1 FY26: growth intact, noise near-termYATHARTH·AccumulateGated01 Aug 2025ResultsABDL — Q1 FY26: premiumisation continuesABDL·Buy● openFree22 Jul 2025ResultsPolycab — Q1 FY26: distribution depth doing the workPOLYCAB·BuyFree01 Jun 2025ResultsYatharth Hospitals — positioned for the long gameYATHARTH·AccumulateFree