Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged VIIR

Check Out Prof. Sanjay Bakshi’s Latest Recommendation



Prof. Sanjay Bakshi is a staunch believer in the philosophy that you must not give a man fish but you must teach him how to fish so as to empower him for a lifetime

Is Prof. Sanjay Bakshi Justified In Letting His Morals Dictate Stock Market Decisions?



Prof. Sanjay Bakshi, the authority on value investing, lost out on a great investment opportunity owing to his belief that the stock’s business is a “moral hazard” and “bad for civilization“. Is he justified in mixing ethics with business?

Rahul Saraogi Of Atyant Capital Explains Why His “Deep Value” Stock Pick Is Still A Great Buy



Rahul Saraogi’s analysis of how and why he picked a stock which is/ was in the doldrums gives us an opportunity to understand how value investing works

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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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