Ashish Kacholia & Vallabh Bhanshali have homed in on a small-cap stock operating in the “power” sector. The reforms proposed to be implemented by the Government will make the power sector highly profitable and send the fortunes of the small-cap soaring appears to be the calculation of the two stalwarts
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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-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
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- Saurabh Mukherjea’s Marcellus PMS Fund has added new stocks to the Kings of Capital, Rising Giants & Little Champs portfolios and exited Eureka Forbes
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- Ashish Kacholia’s portfolio gave a return of 80% in CY24. Three stocks gave multibagger returns of 200%
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