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Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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Message from one of our member.Since the beginning of the bear phase, I have consistently maintained one key point: FIIs are selling in our market due to high valuations. The continuous fall in the market is largely the result of valuation adjustment, which is necessary to bring valuations down to attractive levels. Only after this correction will FIIs return to the market.
💥The Zone We Are Actually In: Late Bear / Panic Zone💥
📌 We are in the Late Bear Market → Panic / Capitulation Zone.
(Bottom not confirmed yet, but we are very close.)
How We Know This
(Based on market cycle logic — not emotions)
1️⃣ Structure of Small & Midcap Indices
Small & Midcap indices have been underperforming Nifty for months
Rallies are weak and short-lived
Falls are sharp, fast, and vertical → classic panic selling behavior
📌 This is not a bull market correction
📌 This is the final phase of a bear market
2️⃣ Retail Investor Behaviour (Most Important Signal)
What we are seeing now:
Investors checking prices daily
Panic selling after every fall
Comments like:
“Nothing is working”
“Market is manipulated”
“I will exit and re-enter later”
📌 This mindset never appears in bull markets
📌 It appears only near the end of bear markets
3️⃣ Quality Stocks Are Also Falling In this phase:
Strong fundamentals ❌ ignored
Future growth ❌ ignored
Everything falls together
📌 This happens only in the last phase of bear market
📌 Selling here is forced and emotional — not logical
4️⃣ Valuation Compression Has Started:
Many small & midcap stocks are now:
Below long-term average valuations
Back to reasonable / attractive price levels
But sentiment remains negative
📌 This combination = Accumulation phase for smart money
📌 This is the zone where wealth is created — not announced
🔄 What Usually Happens Next
(Process — not timing)
1. Panic selling peaks
2. Market becomes silent & boring
3. Sideways consolidation
4. Gradual accumulation by smart money
5. Then → Next bull run starts quietly
📌 Biggest returns come from stocks accumulated in this phase — not after headlines turn positive
💡 What Investors Should Do Now
✔ Accumulate slowly and selectively
✔ Focus on fundamentally strong, emerging growth stocks
✔ Ignore short-term price damage
✔ Stay patient — this phase mentally exhausts investors
❌ Avoid:
Frequent trading
Expecting quick rebounds
Checking portfolio daily
👉One Brutal Truth
> If this phase feels uncomfortable, boring, and painful — you are probably in the right zone.
🧠 Final Summary
Small & Midcap indices are currently in the late bear market panic zone — where prices fall due to fear, not fundamentals.
This is an accumulation zone before the next bull cycle — not an exit zone.🚀
https://t.me/marketinsightswith_Devendra
Today, small-cap stocks crashed more than mid-cap and large-cap stocks. As a result, portfolios with higher exposure to small caps were impacted more. This is purely due to retail investor panic selling. When panic selling happens, small- and mid-cap stocks fall without any fundamental reason—because panic is panic. There is no logic involved.
FII selling intensified today, and this is actually the right time for the market to move toward more attractive valuations. Over the last six months, DIIs did not allow the market to correct properly, which kept valuations elevated. It is good that the market is finally correcting.
Do we really want the market to remain at all-time highs continuously and then underperform throughout 2026 as well? If a correction does not happen, there will be no bull run. I have explained this clearly in every YouTube videos.
If FIIs keep selling while DIIs keep buying every day, the market will never fall, valuations will remain high, and people should not expect returns for many years. If you want a big rally in the market, a correction is absolutely necessary. Without a proper correction, a rally never comes. And if no rally comes, then what is the meaning of staying invested in the stock market?
For the last six months, the market has been trading near all-time highs. Did anyone make real profits during this period? No. There were no buyers and no volumes—just a dull and boring market every day. I repeatedly said in my videos that if the market does not fall, do not expect returns.
Now, a golden opportunity is coming. I believe FIIs will intensify selling again to bring market valuations to attractive levels very soon. Retail investors are also selling due to panic.
I blame DIIs for keeping the index at all-time highs for too long. I repeatedly warned that keeping the index at all-time highs is highly risky because FIIs do not want the market to sustain ATH. We have seen many times in recent months that whenever DIIs pushed the index up, FIIs sold aggressively and brought the market down. This game has been going on for the last six months. But Now, panic retail investors & FII together , they are bringing the market down.
I am also worried about the next bear phase when SIP flows may reach ₹40,000 crore. Many people get excited when SIP inflows increase, thinking DIIs will drive the market and FII presence will become meaningless. But they do not understand that when market valuations are high, even strong SIP flows cannot push the market higher. Markets move based on earnings and valuations. If both are missing, liquidity becomes useless—it is used only to manage the index, not to generate portfolio returns.
In our channel, we explain every day why the market is falling, with clear and logical reasons. From the beginning until today, our analysis has been based on valuations, which is why our analysis has been correct.
I expect the market to correct quickly and reach attractive valuation levels. This is far better than the index remaining at all-time highs for years without delivering any returns. Yes, the correction is painful, but it is short-term pain. If a bull run starts, portfolio recovery will be fast. During a bull market, the rally is broad-based and many stocks participate.
Over the last six months, the market has only been time-pass. DIIs have been doing frequent sector rotation, so no stock moves consistently. As soon as investors enter a stock, it starts falling.
Therefore, I believe the market should correct decisively over the next one month so that we can expect a bull run to start soon. I have repeatedly said that FIIs are selling only because valuations are high. They will return only when valuations become attractive.
Recently, the Nifty came down to around 24,600 last year. That was the best opportunity to allow the index to fall further. Instead, DIIs manipulated the index by buying heavyweights like Reliance and HDFC Bank and pushed the index back to 26,200. This was extremely irritating and has created even more pressure on the market. The sharp fall we are seeing this week is a direct result of that DII-driven manipulation.
Please watch my YouTube video from last week if u did not watch , where I clearly explained that the market always falls before the start of the next bull run.
I had advised exiting all old multibagger stocks during October–December 2024 and recommended keeping nearly 70% of capital in cash. I did this because I was confident that a market crash was coming due to panic selling by retail investors—and we all witnessed that crash during February–March 2025.
Similarly, I also knew that the market would fall once again just before the start of the next bull phase. However, at this stage, I cannot give an exit call because we are now very close to the end of the bear market. If we exit at this point, there is a high chance of missing the upcoming bull run.
This is exactly why I always give exit calls at the start of a bear phase, when our profits from multibagger stocks are very high.
But now, when we are building a portfolio and do not have significant profits, there is no logical reason to exit the market. That is why, even after knowing that the market may fall further, I cannot give an exit call.
Please circulate this YouTube video among your friends and groups. Many people still do not understand why markets fall. Around 90% of retail investors blindly trust social media experts who misguide them by saying that market falls are due to events like the “Trump issue” or other temporary news.
Retail investors should not get trapped in every bear market. They must understand that the market always moves in cycles—bull and bear.
Only on our channel will you get a clear understanding of when a bull phase starts and when a bear phase begins.👇
Please remember this throughout your investing journey—something that is rarely explained anywhere else but on our channel:
Market crashes typically happen twice due to retail investors’ panic selling.
We witnessed this earlier during February–March 2025, and we are witnessing it again now. On both occasions, our portfolio suffered significant damage. I have already explained retail investors’ psychology in detail in my last YouTube video, which clearly explains *when and why* such market crashes occur.
This current market crash has largely happened due to DII activity. Over the past six months, DIIs have artificially manipulated the index, not allowing it to correct naturally. FIIs were aware of this imbalance, which is why they continued selling consistently. Eventually, when retail investors started panicking and selling, the accumulated pressure of the last six months was released all at once—resulting in a sharp fall.
If DIIs had allowed the index to correct gradually over the past six months, such a sudden and steep crash would not have occurred.
However, in one way, this correction is healthy for the market. Once valuations normalize, we can expect FIIs to re-enter. When the bull run starts, portfolio recovery will be sharp and fast. Those who are focused only on today’s losses should instead think about where their portfolio could be three to four months from now, when recovery begins.
A similar final-stage panic was seen during January–March 2023, when we exited several multibagger stocks amid panic selling. That phase lasted nearly three months, after which a strong bull run began in April 2023 and continued until September 2024.
This clearly shows why patience is crucial in such market conditions. Markets usually form a firm bottom when negativity is at its peak and when **retail investors are selling in panic.🚀
The Smallcap 250 index is a key benchmark as it represents the performance of 250 small-cap stocks. This index gives a clear picture of how the broader small-cap segment is performing.
The index has been underperforming for the last four months, and over the past one week we have witnessed a sharp, almost vertical fall. This steep decline explains why many small-cap stocks are correcting heavily. During panic selling, small-cap stocks tend to fall more because a majority of retail investors hold small-cap stocks in their portfolios.
Currently, the Smallcap 250 index is around the 15,600 level after this sharp fall. There is a strong possibility that the index could further decline towards the 13,000–14,000 range, which was the bottom during the previous bear phase in March 2025. Hence, further downside cannot be ruled out.
Small- and mid-cap index valuations had become expensive. The correction was inevitable, especially because over the last six months DIIs were supporting and manipulating the index levels, not allowing a natural correction. This is one of the reasons FIIs continued selling aggressively. When markets are artificially supported and corrections are delayed, the eventual fall tends to be sudden and sharp.
It is important to understand that bull and bear markets are driven primarily by valuations and earnings. When valuations become stretched, a bull market ends and a bear phase begins. Similarly, a new bull market starts only when valuations return to reasonable levels and earnings growth supports prices.
Many people misunderstand the stock market and believe it moves based on day-to-day news. In reality, daily news impacts the market only in the short term. In the long run, markets are driven by valuations and earnings.
💥Bear Markets: The Ultimate Test of Patience💥
Even good-quality stocks fall during panic selling. At present, many retail investors are panicking due to price movements in stocks. They do not focus on the business, future growth, or sectoral tailwinds. Instead, they look only at stock prices and start selling in panic.
A bear market always tests patience to the extreme. The entire bear phase is difficult, but the final phase is the most painful. This is the stage where many retail investors lose patience and exit the market because they see only falling prices, not the underlying business strength.
When such retail investors enter the market during a bull phase, they enjoy profits by selecting stocks based on price movements and technical charts. However, as soon as the bear phase begins, this strategy stops working. In a bear market, if you buy any stock, you must have a clear reason for buying it. Without proper reasoning—if you buy only based on technical charts and price movements—you will panic the moment the stock starts falling.
This is how panic selling accelerates toward the end of a bear phase. FIIs understand that DIIs have large capital inflows through SIPs, so FIIs continue selling more than a year. During this period, impatient retail investors—who believe making money in the market is easy—start exiting.
Once panic selling begins, no stock remains safe. Even fundamentally strong stocks start falling, which triggers further panic among investors. This creates a chain reaction of selling driven purely by fear, not fundamentals.
However, investors who study businesses, understand sector tailwinds, and have clarity about future growth cycles are able to control their emotions. They continue holding quality stocks during this phase. These are the investors who make significant profits when the market eventually turns bullish.
On the other hand, investors who exit the market during panic miss the initial phase of the bull run—where maximum wealth is created. Ironically, they return to the market again near the end of the bull phase, after seeing others make profits, only to get trapped in the next bear phase.
This is why building conviction in a stock is extremely important. Without proper study of the business, it is impossible to hold even good-quality stocks during difficult phases.🚀
As I mentioned earlier, we are in the final stage of the bear market. This phase is intended to bring market valuations down to attractive levels, where panic selling by retail investors and FIIs pushes prices lower. This is a slow and extended process known as price correction. When the market reaches oversold levels, DIIs may attempt to support or stabilize the market; however, continued selling pressure from FIIs and panic-driven retail investors often prevents such recoveries from being sustained.
Over the last six months, the market went through a time correction, during which it remained largely range-bound. In the next two months, the market is likely to undergo a gradual price correction. Once valuations return to reasonable levels, FIIs are expected to re-enter the market aggressively, which could mark the beginning of the next bull run. However, the coming two months are likely to be a challenging period for the market.
During this phase, many retail investors will exit the market—especially those who entered without proper planning, those who are unaware of bear-market cycles, or those who entered with the expectation of quick gains.
In this Q3 earnings season, many stocks are falling even after posting very strong results. This clearly indicates that market sentiment is extremely weak, as negative sentiment dominates during a bear market.
A similar situation was observed during February–March 2025, when the bear phase began and market correction started. During that period, many stocks crashed despite delivering outstanding results.
Therefore, in such market conditions, a company’s performance cannot be judged solely by its stock-price reaction. When sentiment is negative, most stocks fall even after good results. If the results are only average, the market punishes them even more—this is typical behavior during a bear phase.
Hence, market reaction should not be the only criterion for evaluating a company. The same company delivering similar strong results in a bull market would likely be rewarded. That is why company performance should always be assessed in the context of both bull and bear market conditions.💥
FII selling is continuing, which means today’s bounce is only temporary. This is how I analyze the market. Many people will now start checking chart patterns—looking for support levels and debating whether this recovery will sustain.
In reality, to understand the market, FII and DII data is more than sufficient. The logic is simple: if FIIs are selling, any recovery will be temporary.
We have entered the final stage of the bear market, and FIIs are likely to continue selling until market valuations become attractive, provided DIIs do not artificially manipulate the index. This valuation adjustment process may take at least two months.
Throughout 2025, many social media “experts” blamed Trump and global factors for the underperformance of our market. However, people will gradually realize that we are in a bear phase. A bear phase exists primarily to bring market valuations back to reasonable levels. We are now in the final stage of this valuation adjustment, which may continue over the next two months.
When panic selling occurs, weak investors—who invest solely by tracking stock prices—become fearful as prices fall, especially when negative news spreads across the market. In contrast, investors who understand the underlying business, invest based on company fundamentals, and maintain a long-term perspective with strong patience use such phases to gradually build their portfolios, while impatient investors panic and sell.
A bear market forces weak hands to exit—those who entered the market seeking quick gains, believing that prices always go up. It also pushes out those who entered the market without a clear plan for handling bear phase and without discipline.
Investors who focus on business fundamentals usually remain silent and calm during market fall because they trust the businesses they own. In contrast, those who invest purely based on price movements tend to panic and exit, as they lack conviction in the company. When prices fall, fear takes over, and such participants—who entered only for short-term price action—are the ones who eventually exit.
💥The banking sector is showing relative strength despite the overall weakness in the market. Some banking stocks that are currently displaying strong performance include:
👉South Indian Bank
👉Bank of India
👉Bank of Maharashtra
👉Federal Bank
👉Union Bank
👉Ujjivan Small Finance Bank
👉Tamilnad Mercantile Bank
👉AU Small Finance Bank
This strength indicates selective buying interest in the banking space even during a weak market phase.
Message from one of our member...All our bear market predictions have come true from October–December 2024 till now because our approach to understanding the market is completely different. The psychology of FIIs and retail investors plays a very important role during a bear market.💥
Over the next two months, we are likely to pass through the anger, depression, and disbelief stages, during which many retail investors may exit the market. During this phase, you will mostly see negative news all around you, and there will appear to be no hope of recovery. This is a normal phase that occurs toward the end of every bear market. After the completion of all these phases, the next bull run begins. However, going through this phase is not easy—it is often painful and emotionally challenging.
New investors should learn and understand this cycle so that they can handle future bear markets more carefully. If you truly understand this cycle, you will also understand how bull and bear markets work. When "euphoria" appears and retail investors start buying any stock at any price due to FOMO, it usually signals the end of a bull run.Therefore, be cautious.
The stock market always moves in cycles. Investors who fail to recognize these cycles and ignore market warnings often end up incurring heavy losses.
