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Focused on discovering multibaggers and investing in them. Inspired by Buffet ,Lynch, and Pabrai. Mr. Suyog Dhavan is also a Value Investing and Value Trading Mentor. Learn more about us:- www.strategicalpha.in
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AI, Semiconductors, BESS, Data Centre, Transformers, Data Centre Cooling Tech , Fibre Optiqs, Precision Engineering, Aerospace and Defence.
Focusing on these sectors in New IPO, Post IPO, Pre IPOπ
One Kneejerk is Pending to Give Confidence to all Disbelievers of Bull Market
π
Bull Market has Already Started in the last week of March in the Peak Panicπ
Disbelief Stage is Getting Elongatedπ
This Bull Market Shall be the Most Hated Bull Markets Everπ₯. So Prepare for it but dont be blind bullish, so keeping the hedges too.
Repost from N/a
https://x.com/i/status/2064383855570870738
ππππ
This is what i was saying about,Nifty 500 Value 50 Contains most of these companies.
Repost from N/a
Microcaps Are Getting Ready for Next Impulse Move
Chart Credits-Nishant Bhat, Conviction Club Memberπ
Repost from N/a
Nifty 500- True Barometer of Markets made a new 2 Year High Yesterday, If Markets were weak, this wouldnt have happened.
Suyog Dhavan:
In this all confusion/Bearishness of global market, expect a lot of tailwinds from indian policy front over the next few weeksπ
Expect a lot of Fireworks aheadπ in Microcaps (Less than 10000Cr Mcap)
Global Markets Yesterday, Especially US Fell upto 3% and recovered to close just 1%NDX and 0.26%SPX.
This is likely marking a end of a short lived knee jerk reaction which was expected few days back when i had hedged the portfolios.
Kospi was also up 8% in a Single Day Yesterday.
Do global short lived pain is likely done.
Focus shall shift back to domestic issues from nowπ
When will trump Announce 100% Tarrif on being Bearsish on Indian Market?π
If we have an opportunity to protect the alpha made by just paying 2% of the portfolio value why not to take?
No one knows anything beyond a point
Repost from N/a
Microcaps Index is Still Up 23% of the March Lows.
Textbook Definition of a Bull Market Says, bull market is already started when index is up 20% off the lows.
Repost from N/a
On a 18Month Basis, Dont be Beaarish on Markets at all.
We are Still at Disbelief Stage, Most are feeling that this shall fade away.
My View on the Bull Market Hasnt Changed.
The Current Negative Times Likely to be Very Short Livedπ
*π Weekly Community Connect | 7th June 2026*
It was a volatile week across global markets, with sharp corrections in NASDAQ, GIFT Nifty, AI stocks, Gold, Silver, and Crude Oil.
Interestingly, the trigger wasn't weak economic dataβbut a surprisingly strong U.S. jobs report. In this week's Community Connect, we decode why "good news" turned into "bad news" for markets, the implications of changing FED rate expectations, and what investors should watch going forward.
Join us as we separate market noise from long-term opportunities and discuss the road ahead.
Also learn why and how did we hedged the portfolio on Thursday- 3rd June 2026 to be prepared ahead of the time.
π₯ Watch now and stay informed.
https://youtu.be/1VkWNkJEQcs
#StrategicAlpha #CommunityConnect #MarketUpdate
Repost from N/a
https://substack.com/@strategicalpha11?utm_source=share&utm_medium=android&r=3i3txm
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