Though old-school investors of the proven caliber of Rakesh Jhunjhunwala, Prem Watsa, Samir Arora and others offered sensible advice, new-age investors behaved like drunken sailors and poured billions of dollars into dubious e-com ventures run by college dropouts. Now, these ventures are proving to be bottomless pits and the investors are wailing over their losses
Subscribe to Blog via Email
Join 463 other subscribers
- L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with partnerships with e-aggregators, should lead to a stronger & more sustainable retail loan growth. TP ₹230 (25%)... L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)
- Dolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 CrDolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 Cr. Co is a play on broking, investment banking & wealth management. Promoters hold 75%. In FY 24, PMS+AIF AUMs increased by 38% YoY to ₹9,023 mn. Wealth AUMs increased by 42% YoY to ₹31,772 mn. ... Dolly Khanna has invested in […]
- Top Bank Stocks with a strong balance sheet and formidable retail deposit franchise To Buy NowInvestment implications: We reiterate our conviction on banks with a strong balance sheet and formidable retail deposit franchise, which are likely to continue gaining market share, with ICICIBC (BUY, TP: INR 1,325), SBIN (BUY, TP: INR 1,040), and KMB (BUY, TP: INR 2,025) being our top picks amongst large banks. https://rakesh-jhunjhunwala.in/top-...retail-deposit-franchise-to-buy-now-hdfc-sec/
Recent Posts
- Pre Budget Expectations 2024-25 by HDFC Securities
- Piramal Pharma is at critical inflection point and expect overall improvement as the CDMO momentum continues. BUY for target price of ₹210 (42% upside): ICICI Direct
- L&T Finance Earnings in line; strong retail momentum continues NIM improves ~15bp QoQ; asset quality stable. Target Price ₹230 (25% upside): Motilal Oswal
- Downgrade Defence Sector on Super Rich Valuations: Nirmal Bang
- JB Pharma offers a healthy cocktail of a robust domestic franchise, niche CMO presence and measured exports strategy, Buy for target price of ₹2025 (15% upside): Kotak Securities
Recent Comments