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  • new-tech stocks like Zomato, Paytm, Policybazaar are 10x stories like Apple, Amazon, Tesla
    Atul Suri says new-tech stocks like Zomato, Paytm, Policybazaar cannot be valued on traditional matrix because their growth is parabolic. If they are able to deliver & there is clarity, a lot of money can be made. These are 10x stories like Apple, Amazon, Tesla [youtube https://www.youtube.com/watch?v=G-y6LLecHaI?start=894]
  • Samit Vartak's Sage One Fund says Trent is a high conviction buy
    Samit Vartak's Sage One Fund says Trent is a high conviction buy with the highest weight of 8% in portfolio. Top 10 stocks in the portfolio gave 54% to 238% YoY return. the Fund held only 10% in PSUs (Power & BFSI). Investment in Railways, Defence, Oil & Gas cos is negligible though they are […]
  • Buy NMDC for 33% upside as Iron ore prices are now bottoming across the globe
    NMDC’s stock has been under pressure amid falling iron ore prices. However, Iron ore prices are now bottoming across the globe. Short-term rally is expected. Valuations at 7.6x FY26E PE are inexpensive. The stock has corrected ~10% in the last one month. TP ₹286 (33%) Download research report... Buy NMDC for 33% upside as Iron […]
Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!