Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Anirudh Damani

Vijay Kedia Buys Porinju Veliyath’s ‘Trillion Dollar’ Stock Recommendation



Vijay Kedia portfolio

Porinju Veliyath recommended a high-quality infra stock on the basis that the sector is a “trillion dollar opportunity”. Vijay Kedia has confirmed the veracity of this recommendation by buying a massive chunk of the stock

Mudar Patherya Recommends Blue-Chip MNC “Classic Turnaround Story” Stock



Yuken India Multibagger

Mudar Patherya’s latest recommendation is a blue-chip MNC micro-cap stock. He asserts that the Company is a “classic turnaround story” and will shower incalculable riches upon its shareholders

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  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
  • Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%
    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
  • Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
    Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
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