Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Neeraj Marathe

Ace Value Investors Face Flak For Backing Noida Toll Bridge Inspite Of Strong Anti-Toll Sentiment In Country



Ace value investors have burnt their fingers badly by focusing on the so-called dividend yield of Noida Toll Bridge and turning a blind eye to the sustainability of its business model

Did You Know That Even Academicians Are Raking In Big Bucks From Multi-Bagger Stocks?



It is a widely held belief that academicians are only good at bookish theory but not at their practical implementation. However, a recent ET story of four professors shows that this belief is totally misplaced. The Professors appear to more adept at picking multi-baggers stocks than the rest of us

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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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