The idea with this kind of a thread is simple, you track the bulk deals on NSE and BSE and see if there is something of interest there with respect to certain investors you admire or large buying orders for some stocks.

I went through the similar threads only to find out they were inactive or the basic idea wasn’t this. So I am starting this thread to get to fundamental ideas that can potentially do well in the long term on the basis of these deals.

I’ll explain the process of how I’ll shortlist the stocks here.

1. Go through the bulk deals data everyday to find out deals where the buying amount is higher than the selling amount, or there is a long-term investor or fund doing the deal instead of an HFT company.
2. Have a cursory look at the company brief to understand if there are certain triggers I think can play out at the company in 2-3 years.
3. Shortlist the companies that fill in the two criterias.

The logical step from there on will be to study these companies deeper, I would be taking up the studies myself and would also really like if some of the tribe members here can help in finding more about the companies we are discussing.

By no means is tracking bulk deals a fool-proof way to ensure investment success and there can be several ways in which bulk deals can fool you. But the crucial insight that we are utlising here is that when you deploy large amount of money into a stock, there will be deep research that will go behind that investment. We’ll try to ride that.

So we’ll proceed to the deals on the first day.

Concall notes is such a great feature for scanning companies though I think when I actually read concalls there is not much more qualitative data not covered in the notes but helps me to screen companies quickly and decide which ones are worth exploring more.
Are you guys using AI to provide the feature of concall notes?

What about your Cera position which you said will add on dips? I have recently added tracking positions of Cera and Meghmani Metals, but Cera is just there only while meghmani gone up by 30%, and now I am confused how to add in meghmani metals?

So the parent has decided to offload 24% of the company and the market is reacting negatively to the same. Can someone throw light on the pros and cons of this decision?

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