Mohnish Pabrai has paid tribute to Rakesh Jhunjhunwala, the Badshah of Dalal Street, and advised us to clone his investment technique. He has also issued two new recommendations
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- Mankind Pharma is unlocking new vertical through BSV acquisitionMankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix of domestic & intnl segments & sustainable EBITDA growth of 27%. EPS-accretive from 2nd year. TP ₹2650 (+24%)... Mankind Pharma is unlocking new vertical through BSV acquisition
- Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex Hospital generics is a niche & steady business. Margin is improving. Balance sheet stress is waning. TP ₹210 (42%) https://rakesh-jhunjhunwala.in/piramal-pharma-is-at-critical-inflection-point-and-expect-overall-improvement-as-the-cdmo-momentum-continues-buy-for-target-price-of-%e2%82%b9210-42-upside-icici-direct/... Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)
- L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with partnerships with e-aggregators, should lead to a stronger & more sustainable retail loan growth. TP ₹230 (25%)... L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)
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- Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal
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- Budget Review 2024-25 by ICICI Direct
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