Hi , I have been following your stock market journey since last 6 months and am in awe of your capacity to read and track wildly different industries and your knowledge base. Just wanted your opinion on a stock screening idea . I have been thinking of tracking the portfolios of what small caps mfs are buying in India from value research and then doing my on due diligence(aka reading concalls , annual reports and vp threads) . what are your thoughts on this process. I know this is a little bit of a cop out but do want to know what are the cons of this process . I know the pros are that evidence of institutional support , and high probability of dd by more experienced fund manager with better resources and time then me . Also any other stock screening ideas would also be appreciated . Thanks

SEBI recently lifts ban against entities in Lux industries insider trading case. I thing Lux is second promising brand after page industries. Due to insider trading news and market sentiment stock has slipped from 4500 to 1250. It was showing good strength before insider trading news.
It is bitten down and I think bottomed out. It might show same strength after lifting the ban against entities…

is any on tracking shardul securities last two quater had been robust result

I think

CCL Products – growing consumption of coffee and the company trying to get into premium speciality coffee

And

Indian Hotels – Growing domestic travel and increasing number is of hotels in every price point specially in the premium segment

Hi @Chandragupta I have been following your posts and comments. They are always insightful and most of the times I learn something or the other from them!
I am holding Indian Hotels since the covid lows and am obviously sitting on decent multibagger gains. I attended the investors call and the Management seemed confident about the long term, structural kind of a growth in Industry and an industry leading growth in Indian Hotels. As many of us believe that hotels specifically are highly cyclical and it seems that the boom upcycle post covid is getting over since the triggers are diminishing for the earnings to grow more than 20-30%, in my view.
What is your take on the Hotel industry as a structural play on premiumisation and increase in per capita income? Should one hold the stocks for, per se, 2-3 years from now?

Disclosure: Invested, since lower levels of covid.