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Does Avalon Technologies have what it takes to become an EMS behemoth?
Electronics manufacturing is booming in India; can Avalon emerge as a key beneficiary?
Apr 19
•
Siddharth Bothra
8
2
1
Is Raymond Realty a value opportunity?
why are valuations compressed?
Mar 20
•
Siddharth Bothra
4
1
What is the reason behind the rise of MTAR Technologies?
why has the stock delivered 3X returns in the last one year?
Mar 1
•
Siddharth Bothra
11
1
Why is the market discounting Arkade Developers?
and why I believe it could be a multi-bagger from current levels.
Feb 15
•
Siddharth Bothra
4
2
1
Business Update : Apollo Micro Systems
can it become a defence behemoth?
Feb 8
•
Siddharth Bothra
7
3
3
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#Investing Basics: How to gather information on Indian stocks?
Nov 16, 2024
•
Siddharth Bothra
66
4
5
MCap < 6000 CRORE: Skipper Limited
Aug 31, 2025
•
Siddharth Bothra
22
2
MCap < 1,000 CRORE : Kronox Lab Sciences
Sep 22, 2024
•
Siddharth Bothra
27
2
2
MCap < 3,000 CRORE : Vintage Coffee ☕
Feb 16, 2025
•
Siddharth Bothra
21
10
2
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Business Update : Permanent Magnets
can it seize the opportunity to make rare earth magnets in India?
Feb 1
•
Siddharth Bothra
12
3
Rule #1 : Never lose money
how to lower the probability of losing money in the markets
Jan 4
•
Siddharth Bothra
10
2
Q2FY26: Skipper Limited
in the pursuit of becoming the largest transmission tower maker in the world
Jan 1
•
Siddharth Bothra
6
2
The Thing about IPOs
I generally don’t like writing about stuff that everyone’s writing about.
Nov 1, 2025
•
Siddharth Bothra
16
2
1
EMS Deep Dive : Avalon Technologies
Everywhere you look, you see electronics.
Oct 23, 2025
•
Siddharth Bothra
10
2
Q2FY26: Arkade Developers
trading at a P/E of 20 times, makes it a compelling investment opportunity.
Oct 20, 2025
•
Siddharth Bothra
9
2
MosChip Technologies : recent updates
Before we talk about MosChip and it’s recent business updates, I wanted to run through a quick overview of the players in the semiconductor space, which…
Oct 13, 2025
•
Siddharth Bothra
5
1
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