SmallCap Hunter : Trying to find the dark horses with triggers

Without being as harsh as that, I do concur with the general sentiment of the post. IMO most microcaps will destroy wealth. This is because they are not differentiated and hence there is really no reason for them to continue to grow well into the future. IMO Alufuorine, lancer and Kanchi karpooram fall in that category.
At the same time, I would not say that microcaps as a universe is uninvestable. But the threshold/bar for investment (both valuation comfort and qualty of business) has to much higher, IMO. I am Invested in some microcaps like Chemcrux, RACL Geartech, Axtel industries (Full non-up-to-date PF here).

I personally monitor some screeners looking for both consistent growth microcaps (https://www.screener.in/screens/290863/1-Nov-SmallCap-healthy-growth/) and turn-around microcaps (https://www.screener.in/screens/245381/Sahils-smallcap-ST-or-MT-turnaround-stories/) but IMO most are not investment worthy/grade.

Among all your PF and tracking positions, the ones I like the most are Mayur, Safari & to some extent Pokarna.

All the best and I wish you lot of investment success. :slight_smile:

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