Current portfolio update.
(*Mark -New addition)
| S.No |
Company |
Years |
% of Total |
Reason to buy |
| 1 |
E2E Networks |
2.8 |
14.7% |
Same as above |
| 2 |
PNGS Gargi |
2.6 |
11.3% |
Same as above |
| 3 |
Acutaas |
2.9 |
11.3% |
Same as above |
| 4 |
Valiant Communications |
1.3 |
7.6% |
Same as above |
| 5 |
Yash Highvoltage |
0.9 |
7.2% |
Same as above |
| 6 |
Poly Medicure |
6.1 |
6.8% |
Same as above |
| 7 |
Aimtron Electronics |
1.6 |
5.6% |
Same as above |
| 8* |
Aeroflex Industries |
Feb’26 |
5.4% |
Niche, fast-growing space. Aeroflex is developing SFN liquid cooling for data centers. competing with global MNCs for metal hoses & fittings. Currently overvalued; holding from lower levels. |
| 9 |
Kalyani Cast Tech |
1.2 |
4.3% |
Same as above |
| 10 |
Action Construction |
4.0 |
4.3% |
Same as above |
| 11 |
Kernex Microsystems |
1.4 |
4.1% |
Same as above |
| 12 |
Redtape Ltd. |
6.0 |
3.7% |
Same as above |
| 13 |
Jash Engineering |
2.0 |
3.2% |
Same as above |
| 14 |
Monarch Surveyors |
0.4 |
3.0% |
Same as above |
| 15 |
Fluidomat |
1.5 |
2.9% |
Same as above |
| 16 |
Aurionpro Solutions |
2.4 |
2.3% |
Same as above |
| 17* |
Prevest Denpro |
Apr’26 |
1.7% |
Niche dental materials microcap with export-led growth; small vs MNCs, Low valuation, cash Rich, Zero debt. |
| 18 |
BEW Engineering |
2.8 |
0.5% |
Same as above |
2 Likes
with which mnc is aeroflex competing? last i researched a bit i found out that still many mncs have not meaningfully entered data centers space be it cooling or energy storage etc. because they are still catering to immense opportunities in US market and india does not have a big enough opportunity for them yet….so i believe real competetion for aeroflex has not yet started in india…
2 Likes
Yes, Largely agree on liquid cooling skids, but in core hose business a few MNCs are already present like Witzenmann India, Parker Hannifin and Swagelok (via distributors). these guys compete in metal hoses, PTFE hoses and fittings.
2 Likes
Hi, i was analysing TAC Infosec and then i came across this Episode #6: TAC Infosec | Explosive Growth, Uncomfortable Questions | Red Flag in Green Result Series ?
Do you happen to hold it still, glad to hear your perspective on this, as if the company looks clean then i too might consider jumping in..
No dear, I don’t hold TAC Infosec anymore. Got into it initially because cybersecurity looked interesting, but Anthropic’s statements on AI shook my conviction. Honestly, it’s not really my circle of competence, and if you don’t have an edge, you can’t have real conviction. So I moved the capital elsewhere.
1 Like
