Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Indiabulls Real Estate

NAMO’s Counter To RaGa’s Farm Loan Waiver Will Send Fav Stocks Of Porinju Veliyath & Mohnish Pabrai Surging



RaGa’s aggressive waiver of farm loans has stunned NAMO. NAMO is likely to retaliate with an aggressive waiver of GST on the realty sector which will send realty stocks surging like rockets

Rakesh Jhunjhunwala Gives Green Signal That Bombed-Out Realty Sector Is Bottoming Out & Time Is Ripe For us To Buy Beaten Down Stocks



Rakesh Jhunjhunwala, the Badshah of Dalal Street, is a multi-billionaire today because of his superb sense of timing and mastery of stock picking. He has sent all of us the clarion call that the beleaguered realty sector is close to bottoming out and that the time is ripe for us to gently start loading on to these stocks

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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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