@LarryWink juicy questions!
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I am throwing darts in the twilight with some of the 28 odd bets I have in folio. Exicom is based on their friendship with Jio, and hence also the powers that be. HFCL had a good run in 90s before intense competition hit, and also maybe not investor friendly. My best guess is generational change may happen. Thanks for the updates and congratulations!
Yes, chargers and batteries are both critical for renewables adoption, here they have shown good judgement by getting out of EV batteries when the heat got too much for them. -
TRIL seems a good bet since it’s doing a vast range of products some of them niche but at current levels it can give some shock. Bharat bijlee seems safer bet, they seem to be transforming
DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.
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