Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Pokarna

Now Even Porinju Veliyath Falls For NAMO’s Charm And Grabs A Truckload Of A Micro-Cap NAMO Stock



All ace stock pickers are making a beeline for NAMO’s stocks because they have realized that mega bucks are lying in wait there. We also need to stake our claim to these stocks before it is too late

How Come Super-Ace Investors Like Dolly Khanna, Vijay Kedia & Ashish Kacholia Have Diversified Portfolios?



Vijay Kedia

It is a common belief that ace investors prefer a concentrated portfolio on the basis that they “know what they are buying”. However, the reality appears to be different if you go by the portfolios of Dolly Khanna, Vijay Kedia and Ashish Kacholia

Ashish Kacholia Buys More Of His Favourite Micro-Cap NAMO Stock



On a day when the stock market withered by savage selling, Ashish Kacholia went shopping and brought home more of his favourite stock

After Dolly Khanna, Ashish Kacholia Bets Big On NAMO’s 100-Cities Game Plan



Ashish Kacholia’s latest stock pick is a micro-cap making aggressive inroads into the tile & ceramic industry. It stands to benefit enormously from NAMO’s 100-cities urbanization game plan

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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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