Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

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  • Evergreen Stock Basket & Dark Horses Stock Basket
    Evergreen Stock Basket: Stock selection is based on: Longevity Predictability of business cycle Consistent revenue/profit compounder Valuation comfort Product relevance Market share vis-à-vis competition & Earnings growth rate going ahead (Future Prospects). Dark Horses Stock Basket: Stock selection is based on: Deep Valuation Comfort – based on future prospects Longevity Poised to compound faster revenue/profit […]
  • Key re-rating triggers are in place for Can Fin Homes
    Key re-rating triggers are in place for Can Fin Homes. Credit growth expected to accelerate from FY25, strong distribution channel, centralising of credit underwriting process, stable NIM & return ratios & improvement in asset quality. BUY for TP of INR900 Download report ... Key re-rating triggers are in place for Can Fin Homes
  • Kenneth Andrade has revealed his latest stock picks & strategy for 2024
    Kenneth Andrade has revealed his latest stock picks & strategy for 2024. He is very bullish about Pharma. It is the largest holding in his portfolio. He is also bullish about premium Liquor & Metal stocks as they are cheap. He is avoiding banking stocks Read report... Kenneth Andrade has revealed his latest stock picks […]