Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 509 other subscribers
  • Hiren Ved has no Banking stocks in his portfolio.
    Hiren Ved has no Bank stocks in his portfolio because Banks are unable to get cheap deposits & lend profitably. People are investing in SIPs instead of FDs & Capital Market stocks are better than Bank stocks. HDFC AMC is a better investment than HDFC Bank [youtube https://www.youtube.com/watch?v=O4SA4czZqY0]
  • Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction.
    Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on [youtube https://www.youtube.com/watch?v=3w1FPlYFSjY]
  • Protean eGov is a unique play on digital public infrastructure. Buy for TP ₹2510 (24% upside)
    Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core businesses provide stability. New age businesses open up plethora of opportunities. Buy for TP ₹2510 (24% upside) Download research report... Protean eGov is a unique play on digital public infrastructure. […]