You should check what %age of sales does auto gears contribute. I reckon it's less than 10% so may not make a material impact immediately.
Leading bull market sectors are transformational in nature. At the end of the bull market, we will realize how the country benefitted from the...
Srouta / Carl - Would be willing to put 10%+ of PF in each of the companies you mentioned? Which ones you wouldnt?
Veeva systems is the gorilla in the US in this space. All the large pharma companies are standardizing on this globally.
Hoping this will be a sticky topic. Please add your stocks backed by a strong secular story (value migration, niche or entry barrier) that you'd...
Sir, can you add a little story about each stock?
Thanks, Meenakshi.
How would you analyze KDDL? What %age of portfolio would you allocate to it?
Not sure if I'll get an answer. Any recommendations for US small mid cap compounding machines with secular growth, good ROE (ROCE).
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