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Track

Reading a row: Intrinsic Value is what I judged the business to be worth; Entry Price is where it traded when I published. Current Price is where it sits today, and Implied Returns shows the gain or loss since, green for up, red for down. Invested Time is how long the call has been live, and Strategy is the lens I was applying

Global Companies
Private companies
Fallen Leaders
Hidden Compounders
Asset Bargains
Special Situations

Track

Company

Symbol

Publish Date

Intrinsic Value

Entry Price
 

Current Price

Invested Time
(months)

Implied Returns%

Strategy

Duke Offshore
531471
9-Jul-2026
30
28
43.02
1
17204%
Special Situations
Virtual Galaxy Infotech
VGINFOTECH
16-Jul-2026
238
140
149.00
0
Hidden Compounders
Rocket.new
-
19-Jul-2026
-
-
-
0
Private companies
Sigma Solve
SIGMA
25-Jul-2026
48
37.87
48.40
0.28
28%
Hidden Compounders
Connplex Cinemas
CONNPLEX
27-Jul-2026
284
205.5
205.00
0
Hidden Compounders
IndMoney
-
28-Jul-2026
-
-
-
0
Private companies
ECS Biztech
540063
7-Aug-2026
15
13.20
0
Special Situations
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