Revisiting
Second looks at earlier notes
Every Sunday the desk re-reads an earlier note, checks what actually happened since, and writes the honest second look — quoting the original and marking its own homework.
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Revisiting · July 19, 2026
Revisiting: The Consumer Discretionary Mirage
↩ Second look at “The Consumer Discretionary Mirage: Why Trent’s De-Rating is a Warning for High-Multiples”
A look back at our July 7 caution on high-multiple consumer discretionary stocks reveals a stark divergence between Trent's consolidation and Kalyan Jewellers' rapid ascent.
Read note MembersRevisiting · July 19, 2026
Revisiting: National Standard's Unexplained 20% Slide
↩ Second look at “NATIONSTD falls 19.99% on heavy turnover with no fresh company-specific trigger in context”
Since our initial note on National Standard (India) Ltd's sharp drop, the stock has fallen an additional 46.38% amid regulatory price queries and upcoming board meetings.
Read note MembersRevisiting · July 12, 2026
Revisiting: Pre-open setup for 2026-07-06: the levels and filings to watch
↩ Second look at “Pre-open setup for 2026-07-06: the levels and filings to watch”
A look back at our July 3 pre-open setup reveals sharp divergence in volatile small-caps as the NIFTY 50 remained flat.
Read note MembersRevisiting · July 12, 2026
Revisiting: Midcap volatility and regulatory queries test recent gainers
↩ Second look at “India shares hit 10-week high as select midcaps swing sharply”
A sharp reversal in several midcap names has tested the durability of the 10-week high recorded on July 6, with multiple firms responding to exchange queries.
Read note Members