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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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| Дата | Залучення підписників | Згадування | Канали | |
| 05 вересня | +1 | |||
| 04 вересня | +2 | |||
| 03 вересня | 0 | |||
| 02 вересня | 0 | |||
| 01 вересня | 0 |
Дописи каналу
| 2 |  https://strategicalpha11.substack.com/p/paper-is-boring-the-cycle-isnt?utm_source=share&utm_medium=android&r=3i3txm | 53 |
| 3 | Sugar❤️ | 547 |
| 4 |  Agro Commodities | 653 |
| 5 | https://strategicalpha11.substack.com/p/global-sugar-outlook-from-supply?utm_source=share&utm_medium=android&r=3i3txm | 1 100 |
| 6 | https://x.com/suyog_dhavan/status/2091754138392809679 | 1 487 |
| 7 | https://strategicalpha11.substack.com/p/kernex-microsystems-the-trade-that?utm_source=share&utm_medium=android&r=3i3txm | 1 488 |
| 8 | Sugar Prices has moved up 40% Since March 2026 | 1 357 |
| 9 | https://x.com/suyog_dhavan/status/2037168037288439823 | 1 331 |
| 10 | https://www.zerohedge.com/commodities/bloomberg-agricultural-spot-index-breaks-out-jpmorgans-food-crisis-warning-gets-louder | 1 161 |
| 11 | https://x.com/suyog_dhavan/status/2089627762667721012 | 1 168 |
| 12 |  https://strategicalpha11.substack.com/p/the-psychology-behind-the-multibagger?utm_source=share&utm_medium=android&r=3i3txm | 1 080 |
| 13 | Please complete your symposium registration today as many personalised things will go for printing today👍
Avoid last minute Hassles | 1 012 |
| 14 | 📈 Strategic Alpha Weekly Community Connect Summary (August 15, 2026)
This session provided a data-driven outlook on current market structures and the emergence of new leadership trends.
Market Structure & Outlook 📊
Nifty 50 and Nifty 500 indices are holding above their 30-week moving averages, suggesting the market is not bearish. There is an optimistic projection for Indian markets to rise in global rankings over the next 18 months, supported by improved valuations and a potential shift in FII activity. Analysis of the Nifty Mid and Smallcap 400 index suggests we may be entering a prolonged uptrend phase based on historical patterns.
The Momentum Comeback 🚀
After a strong period of outperformance by the 'Value' factor since late 2025, the tide is turning. Relative strength data indicates that the 'Momentum' factor is staging a comeback, which is typically a sign of a strengthening bull market. Liquidity is increasingly flowing into smaller companies, specifically those with a market cap under 10,000 crores.
Sector & Factor Rotation 🔄
Defense & Micro-caps: These segments continue to show the strongest momentum.
Metals: Following a correction, the sector is showing renewed strength above its 30-week moving average.
Auto: The sector has hit a fresh lifetime high, with particular focus on two-wheelers.
Pharma: Currently reaching a resistance level, a period of consolidation is expected.
Media: Viewed as a mean-reversion story with potential for rapid moves.
Country & Global Macro 🌍
Latin America: Identified as a region with high risk-reward potential, contrasting with the crowded South Korean market.
US Dollar Index (DXY): Viewed as being at a critical juncture. A weekly close below 99, and specifically below 95, could trigger a significant shift in global liquidity, benefiting emerging markets and precious metals.
Gold vs. Equities: Despite gold's recent strength, the speaker favors Indian equities, expecting them to outperform gold as the bull market progresses.
Bitcoin: Maintaining a generally positive outlook, though waiting for a clear breakout above the 30-week moving average relative to gold to confirm further upside.
Strategic Perspective 💡
The session concluded with a cautious long-term view, drawing parallels to the 2006–2008 period, and the speaker mentioned keeping an eye on market cycles to eventually pivot to cash by late 2027 or early 2028.
https://youtu.be/Avy4IOWnjZ8?si=14dIJZk9EnZwfn73 | 1 143 |
| 15 | Microcaps and Momentum Factor Should Rule The Market Over The Next 15-18Months.
Regime change is here, Momentum is the Best Place to Be👍
This doesnt mean value will not make money. It means maximum money will be made in momentum | 796 |
| 16 | Dono Ka Sangam === Maxmium Alpha | 942 |
| 17 |  Microcap Segment has Outperformed all other factors on long term basis.
Time for Microcaps has started in March 2026 | 1 136 |
| 18 |  Momentum Factor has been a Winning Factor on Long Term Basis.
So we are at a Perfect Inflection Point, where value se jitna banana tha ban gaya | 1 081 |
| 19 | https://www.youtube.com/watch?v=Avy4IOWnjZ8 | 221 |
| 20 |  Stay Tuned | 1 037 |
