Ameya Deosthali, the 23 year old independent investor behind Value Equity, joins Kushal to break down how he finds stocks at peak pessimism and rides the turn. He walks through real case studies like Laurus Labs, Apollo Pipes, Coforge, Sansera Engineering and Dynamatic Technologies.What You'll Learn:1-The Pessimism Rate of Change Tracker: How to spot sectors in deep pain through low multiples, bad commentary and 20 minute concalls.2-Bullish Management, Skeptical Analysts: The early recovery signal that took Apollo Pipes 2.5x before the pipe cycle even started.3-The Trajectory Pivot Framework: How Laurus Labs' shift from ARV drugs to CDMO turned it into a 6x in three years.4-Capability Built Through Grit: Why he read 20 years of Dynamatic annual reports to understand its journey to Tier 1 Airbus supplier.
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