Has anybody heard Sanjiv Bhasin from IIFL? Below is the link. Listened to him first time.
Sanjiv Bhasin's Analytics On Pharma, CLSA's View On Steel Sector & Top Stocks | Stocks In News
He is extremely bullish on metals. My basic premise is that with inflation coming down all around the world, the growth slowing down and interest rates still high, I am of the opinion that metals are expected to struggle for some time. Even if metals do well, the extremely high valuation of the “Tata Steel” makes me wonder if he is a fundamental analyst or a youtube influencer trying to make the retailers buy out the funds with Tata Steel.
Metals are simpler to identify with a trick. Just follow SAIL and when it starts reporting expanded margins, start booking profits each quarter.
“Right now enjoy the party” - I am pretty sure he is a youtube influencer.
100 rupees cut on LPG will drive Bata volumes. When you look at Bata transcript; they themselves are not counting on volumes.
Just google Sanjiv Bhasin recommendations and you will find some good shorts. Short it with a hedge and you can make some cash.
P.S. - I am going to follow him for shorting advice. LOL
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