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Dolly Khanna’s portfolio of 18 small-cap stocks is worth Rs 400 Cr. One stock has an allocation of 42%. 7 stocks have an allocation of more than 5%. 6 stocks have given multibagger gains in excess of 100% YoY
Happiest Minds (HAPPSTMN) is a high-growth, high-quality, high-valuation IT services company. It has a high potential to scale and its growth aspirations are within historical precedents; recent reorganisation can accelerate its growth ahead
Nuvama’s annual knowledge and corporate access event – Edelweiss Emerging Ideas Conference 2023: India – UDYAN ‘Udayan: Udyog, Avasanrachana, Nivesha – was a resounding success. Held between December 5th-6th, 2023, the conference saw participation from more than 55+ corporates (including 25+ CEOs), 320+ clients across over 4000+ meetings. Underlying the theme, India’s economy stands on […]
The index has been scaling new highs since the reversal that was witnessed on 27th October. The uptrend is intact; led by FII’s being a constant buyer in the cash segment Additionally; the index futures data has become positive as FII’s have covered all the short contracts from the system. Total number of long contracts now stands at 35,363 vs prev 38,695
If you look at the order book of a lot of these infra companies, their performance in the last two quarters, and the quality of balance sheet, which is getting built up, and with this certainty again, this good work will continue for the next few years, if not more. At least I can see a visibility of that kind of timeframe, I think these stocks are still trading at very, very compelling valuations
Ashish Kacholia mastery in picking multibagger stocks is evident from the fact that 9 stocks in his portfolio of small & mid-cap stocks have given gains in excess of 100% in FY 2023-24. 3 have given returns in excess of 200%. Mukul Agrawal, Vijay Kedia & Madhu Kela are also invested in some common stocks
Trent is quoting at 50x P/E and not at 110x P/E as assumed by analysts One of the paramount concerns of analysts about Trent is its alleged nose-bleed valuations of 110x P/E. Saurabh straightaway dealt with this concern and rubbished it. “When the market says it trades at 110 times PE, I am always circumspect […]
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