Vipul Bathwal

Start-ups, PE/VC, Markets/Smallcaps, E-commerce. One-time failed entrepreneur, Forgetful husband, Busy father, Opinions mine, Links & Retweets not endorsements

[Vipul Bathwal @vipbat]

Complete control transfer to Sreeram Reddy Vanga (Kofluence/OpenPlay/CozyGames founder) with full board reset, AI inference platform pivot, and Nikhil Kamath/Sujeet Kumar (Udaan co-founder) as co-inve — join to see which company. https://t.co/BYvffQ0Iwx

[Vipul Bathwal @vipbat]

Spotted in BSE announcements: Control acquisition of a dormant NBFC shell via preferential route — Agrawal-Saraogi group targets 55% with RBI-cleared change of control; MOA/objects pivot signals sector repositioning — join to see which company. https://t.co/Zx96bNs0k1

[Vipul Bathwal @vipbat]

https://t.co/OQgUHEM56j

[Vipul Bathwal @vipbat]

https://t.co/AC3RwbQQi3

[Vipul Bathwal @vipbat]

https://t.co/TnHqkCf4ZF

[Vipul Bathwal @vipbat]

https://t.co/kVD56bJSfA

[Vipul Bathwal @vipbat]

https://t.co/LL5u5VrBCb

[Vipul Bathwal @vipbat]

https://t.co/MyAJ78LxAC

[Vipul Bathwal @vipbat]

https://t.co/O8jTlTBtkY

[Vipul Bathwal @vipbat]

@Vksjn3 @Maaachaaa69 Chk https://t.co/cQPh3MqitU

[Vipul Bathwal @vipbat]

The truth has finally come out !

[Kush Katakia @kushkatakia]

"Pernia may own the Bridal moment, but it still has a long way to go to prove its own economics after the 'Baarat' has left"

Today, @DamaniAshok examines a business that has long struggled to gain a firm foothold.

Pernia's Pop-up. 'लेहेंगा, Leases आणि Losses'

[Vipul Bathwal @vipbat]

Thanks @pranay_29! keep coming to https://t.co/cQPh3MqitU

[Pranay Gupta @pranay_29]

Hello @vipbat! Big shoutout to you for your Substack posts!They’ve genuinely helped me discover so many unknown companies that I would’ve probably never come across myself.Really enjoy the way you dig up these businesses. Keep them coming!
Would love to connect with you more😅

[Vipul Bathwal @vipbat]

A Mumbai NBFC doing ₹12 lakh a quarter is acquiring a Delhi fleet business doing ₹308 crore a year. 35x share issuance. Mandatory open offer at ₹23.35. Twelve straight upper circuits since the announcement, so nobody outside can buy in. https://t.co/ZGty6IHCUl

[Vipul Bathwal @vipbat]

A dormant Telangana shell just became India's newest electric bus maker. One of the new owners has direct ties to Goldstone Technologies, the entity behind Olectra Greentech, India's largest listed electric-bus maker.
https://t.co/a8CEiHkYwU

[Vipul Bathwal @vipbat]

Every story like that one is public weeks before anyone writes it up. That gap is the whole game in special situations. So I built the Special Situations Bench, it reads every company's disclosures daily and connects the dots the same morning.
Invite-only: https://t.co/rUKtvaeKIE

[Vipul Bathwal @vipbat]

A forgotten listed shell became "Inference Platforms" in 120 days. New owners, new board, new name, new business - with a Nikhil Kamath-linked entity as co-investor. Every phase disclosed in plain sight while it happened.
The full three-phase arc:
https://t.co/Dj3LBrzqea

[Vipul Bathwal @vipbat]

A forgotten listed shell became "Inference Platforms" in 120 days. New owners, new board, new name, new business - with a Nikhil Kamath-linked entity as co-investor. Every phase disclosed in plain sight while it happened.
The full three-phase arc:
https://t.co/Dj3LBrzqea

[Vipul Bathwal @vipbat]

A ₹44 crore polymer micro-cap in Secunderabad is being turned into a fintech.
The buyer group: ex-Paytm CFO, ex-Paytm VP Business, ex-Gaana Principal PM. Backed privately by Kunal Shah, Ashneer Grover, and a Paytm-mafia angel cluster.

Link below -
https://t.co/OjgsLFujpM

[Vipul Bathwal @vipbat]

I hadn't looked at Sical Logistics in years. Emerged from IBC in 2022. In my head, still a wreck.
Six months later, it's a different company.
And the parent - GIP/BlackRock-owned Pristine Logistics - just filed confidentially for its own 2026 IPO.

https://t.co/0TYaL8dQK0

[Blake Burge @blakeaburge]

Underrated life advice: Stop beating yourself up for decisions your younger self made with less knowledge. Some things only make sense after you’ve lived them. Be proud of what you’ve learned, not ashamed of when you learned it. Seeing things differently now is a good thing.

[Vipul Bathwal @vipbat]

When two of the three directors of a QIP's largest single allottee turn out to be LLP partners with Nemish Shah — you stop scrolling.

Blue Jet Healthcare · ₹800 Cr placement · 34% single-allottee block · ~₹1,000 Cr Andhra capex.

Link below -
https://t.co/d36i4u3Uf3