Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Shriram City Union

Billionaire Ajay Piramal, the Contrarian Investor, Is Sending A Clear Message To Us With His Stock Picks



Ajay Piramal is a contrarian investor. His recent mega stock picks reveal a strategy of buying top quality stocks that are temporarily out of favour with investors. There is much that we can learn from the investment technique of this savvy investor

Mathews India Fund Stock Pick Symphony Ltd Surges & Its’ Not Too Late To Join The Party



Symphony Ltd has all the qualities of a winner stock: High ROE, Zero Debt, ethical management & dominant brand. Mathews India Fund is a major shareholder of Symphony & has been richly rewarded. The best part is that there are still huge gains left in the stock for us

Why Did R. Srinivasan Of SBI Emerging Business Fund Buy More Of Hawkins Cookers?



R. Srinivasan Of SBI Emerging Business Fund is an accomplished fund manager with several multibaggers to his credit. His purchase of Hawkins Cookers on the eve of its Q3 results is significant & deserves to be probed carefully

Top 10 Mid-cap Stock Ideas From IIFL For 2014



IIFL has released a report in which it has identified stocks with good fundamentals and reasonable valuations which are expected to do well in the medium to long-term

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  • Saurabh Mukherjea has shuffled his PMS portfolios
    Saurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is added to Rising Giants portfolio while Clean Science is added to Little Champs. Eureka Forbes is exited as there is intense competition ... Saurabh Mukherjea has shuffled his PMS portfolios
  • 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 […]
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