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- new-tech stocks like Zomato, Paytm, Policybazaar are 10x stories like Apple, Amazon, TeslaAtul 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 buySamit 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 globeNMDC’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 […]
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