Saurabh Mukherjea and Raamdeo Agrawal have the same philosophy of investing in stocks with high-quality business, high-quality management and growth prospects. Not surprisingly, many of their stock picks match and have delivered magnificent gains and delighted investors
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- 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-mergerShriram 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
- Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%)Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%). Neuland, Global Vectra, Sudarshan, Siyaram, Tejas, Precision Cam, Elecon & Affordable Robotic are sparklers with returns ranging from 25% to 180%. Vaibhav Global, Repro are laggards
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- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while continuously improving asset quality. Buy for target price of ₹3825 (30% upside): Axis Securities
- Awfis Space Solutions delivered 30%-plus revenue growth for FY25 and expansion in EBITDA margin upwards of 12%. Buy for target price of ₹1049 (44% upside): ICICI Securities
- Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
- Stock Markets (Nifty) set for double digit gains to 28800 in CY25: ICICI Direct Technical Outlook
- TOP DIVIDEND YIELD STOCKS by Axis Securities
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