Hello Fellow Investors,
I’m not sure if this is the right thread, but I wanted to share something I found interesting—something that might serve as a guiding light in these uncertain, yet not necessarily difficult, times.
It’s no surprise that our portfolios are bleeding, especially those focused on small and mid-caps. Every trading day seems to start with another leg down, only to end with the hope that tomorrow will be better.
To make matters worse, the experts we look up to—the celebrated institutional investors—are advising against continuing SIPs in small and mid-caps. They suggest settling for suboptimal returns from here on. While I don’t completely disagree, I believe this message is more suited to general mutual fund investors, not DIY investors like us.
But I see this as the exact opportunity we’ve been waiting for. For the longest time, I wondered why everything was so expensive and where the value was. Well, the market is finally presenting us with that short 10-15 day window (or perhaps a prolonged one), saying: Here it is—take it! And oh boy, I, for one, am all in.
Yes, foreign investors are selling, and domestic institutional investors are trying to match the outflows—but for how long? Meanwhile, retail investors, judging by the last few trading sessions, seem to be losing confidence. Like many of you, I don’t claim to have research reports, expert recommendations, or hard facts. But here’s the light at the end of the tunnel…
If the image isn’t clear, here’s the short version:
The Top Gs (bigger than any FII, DII, or retail investor) are back in town—and they’re buying!
These are the companies I track where this is happening. Feel free to share your own insights and confirm if this pattern holds true:
PVR Inox (19,250 shares)
Deepak Nitrite (30,700 shares)
Tinna Rubber (10,562 shares)
Diamines & Amines (2,754 shares)
Praveg (20,869 shares)
Indoco Remedies (49,700 shares since the start of January)
Pondy Oxide (9,602 shares)
Jindal Steel & Power (Feb: 7,940,815 shares)
They say promoters may sell for a thousand reasons—but they buy for only one.
Happy investing!