Skin in the Game
Folok DuttaAn Investing Blog for ideas on Micro caps, Sectors, Turnarounds & Special situations which makes Money.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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folokdutta.substack.comLatest Issues
If the Market Corrects by 15-20%, Here's 4 Quality Smallcaps on the Shopping List
The last several months have been entertaining to say the least. Tariff-in-tariff-out, Venezuela, precious metals, Epstein, Fed’s independence, Japan’s bond yields, China (x3), trade deals, falling Mag 7 returns, rise of private AI cos (Ope...
Something's Happening in Silver on March and Here's How to Trade It
I’ll skip the introduction and get right to it.
The Thesis
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Rising spreads in Shanghai (physical) vs COMEX (paper) silver.
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High spreads prompts major participants to want delivery in COMEX.
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COMEX has limited inventory....
Connplex Cinemas Ltd.: Beyond the Tier-1s & Into the Hindi Heartland
Connplex Cinemas Ltd. (CCL), a recently IPO'd SME, is in the business of development of theatres, entering into the franchise agreements for exhibition and distribution of films, sharing screening revenues from movies, sale of F&B, adverts...
Z-Tech Ltd: From EPC Contractors to a Consumer Experience Co.
Source: Z-Tech Website
Z-Tech (India) Ltd. (ZTL) is in the business of design, development, and operations of theme-based city parks, industrial waste-water management, and specialized geotechnical solutions.
The Co’s primary business co...
Vishnu Chemicals: Is the Vertically Integrated, Specialty Chemicals Manufacturer Trading at a Discount?
`VCL stands out with strong internal tailwinds — Improving margins from backward integration (Chrome mining complex) + New product introductions (DMSO, Chrome metal, Strontium Carbonate etc. which qualify for import substitution) + 1...
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Authors
The writers behind this newsletter.
I write a newsletter about actionable research on Small & Micro Caps, Turnarounds & Special Situations
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