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Copper is the new Gold
This is hands down one of the most interesting market opportunities I have seen in twelve years of investing: https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Cu_cash The spread between the LME copper price and the inventory of copper available is eye watering. And I think this spread will remain true for a while. Far too much demand competing for far too little copper. I've been saying this for a couple of months now, but I feel copper miners primarily (lik

Anirudh Gupta
Aug 61 min read


Stock Predictions FY-2027
My 11-Stock picks for FY27: Prime Cables - #3 Sunlite Recycling - #1 JD Cables - #4 Yash HighVoltage - #2 Senores Pharma - #11 Shilchar - #7 Apar Industries - #10 Netweb - #5 Gravita - #8 Hindustan Copper - #6 Jindal Stainless - #9 Listed top-down from smallest market-cap to largest. The # number by it on the right signifies my ranking by conviction within the list. Will come back to this list April-2027 and see mark-to-market % upside or downside from 20th February 2026 (tod

Anirudh Gupta
Feb 201 min read


Stock Research : Yash HighVoltage ⚡️
Yash HighVoltage - Transformer Bushings : Critical Safety Components for Our Planet's Electrification ⚡️

Anirudh Gupta
Jan 87 min read
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