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Posts tagged Shiv Puri of TVF Capital

Top Six Must-Have Stocks To Buy For 2015



Edelweiss has a stellar reputation for picking only top quality stocks which have huge upside. Their stock picks for 2015 are on the same lines and can be expected to out-perform by a wide margin

Saurabh Mukherjea Shocks With Contra Sell Call On LIC Housing Finance Even As Daljeet Kohli Puts A Buy On It



When two ace stock pickers take diametrically opposite views about a stock, it puts us in a precarious position. We need to stay alert to the situation and take appropriate action

Mohnish Pabrai’s Latest Stock Pick Shows Why Housing Finance Is The Sector To Bet On



If you wanted proof that housing mortgage finance is the sector to bet on, it is provided by Mohnish Pabrai’s latest stock pick, GIC Housing Finance

Shiv Puri Of TVF Capital Explains Investment Strategy & Favourite Stocks



Shiv Puri, Founder of TVF Capital, has explained why he only buys top-quality stocks. He has also indicated his favourite 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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