Investing in India

Business is a Bloomin’

why solid oxide fuel cells are the future of power

Sep 3 • Siddharth Bothra

3

2

August 2026

Can Apollo Micro Systems unlock explosive growth?

a company building indigenous defence technologies

Aug 16 • Siddharth Bothra

12

2

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May 2026

A real estate player worth tracking ft. Raymond Realty

decoding the Q4 results + why I believe RRL could be a wealth creator in the years to come

May 24 • Siddharth Bothra

11

2

Can Atlanta Electricals become a large cap transformer player?

and paying attention to the business of transformers

May 10 • Siddharth Bothra

12

1

April 2026

A defence giant in the making?

why Paras Defence & Space Technologies should be on your radar.

Apr 26 • Siddharth Bothra

14

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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

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March 2026

Is Raymond Realty a value opportunity?

why are valuations compressed?

Mar 20 • Siddharth Bothra

4

3

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

February 2026

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

Business Update : Permanent Magnets

can it seize the opportunity to make rare earth magnets in India?

Feb 1 • Siddharth Bothra

13

3

January 2026

Rule #1 : Never lose money

how to lower the probability of losing money in the markets

Jan 4 • Siddharth Bothra

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