In his 27 year investing career , he personally invested in only 3-4 mutual funds and has seen an XIRR of 17-18%. Anupam Tiwari , head of equities at
mutual fund tells me that all you need in your portfolio is 4-6 funds max , keep the decision making and churn to bare
Pharma/ Healthcare stocks on fire 🔥
Many Stocks at all time highs today Divis lab Ipca lab Yatharth Hospital Manipal Health Laurus Labs Entero Healthcare solutions Recently i sat down with Manish Gunwani of Bandhan AMC who is structurally bullish on the healthcare space.
Lenskart stock hit a fresh record high of 673rs today. In November last year the stock listed at 390rs The stock is now up 72% in 9 months .
was very clear about his commitment to create wealth for shareholders despite a lot of criticism thrown at him at the
A common shareholder angst is new age startups that report losses for years suddenly turn profitable pre ipo.
Amidst all the backlash around inflated profits and steep valuations , @peyushbansal says that Lenskart will continue to be profitable in the years to come and they are committed to creating wealth for shareholders.
Strong listing for Shiprocket Company listed at 35% premium to issue price Well deserved, a great business built ground up But remember although the revenues have seen a steady growth , company continues to be loss making REVENUE FY26: 2024CR FY25: 1632CR NET LOSS FY26:
Interesting to see big names in Gaja Capital’s anchor book. 165cr anchor book saw 82% allocation from mutual funds and life insurance companies Nippon India MF and Invesco MF led with ₹30 crore each, alongside big investors including Akash Bhansali, Mukul Agarwal and Ashish
If you have any questions for Anupam Tiwari , head of equities at
AMC , you can drop in the comments below, will take it up with him on the show. Anupam is building Groww Mutual Fund and the last 1 year has been pretty good for some of their funds. ( although 1 year is
“I worked with two very contradictory bosses , Ashish Kacholia and S Naren, both of whom had very different styles” says Manish Gunwani of Bandhan AMC His learning from mentor Ashish Kacholia ?
“asli paisa bubble mein hi banta hain” 😀
Full episode out now 📷
“In the last 10 years we have brought down inflation to a level which makes India the least volatile in the whole world in terms of inflation. The new debate is on manufacturing prowess, work is being done. We will see in ten years how this shapes up. We have to give it time”
“If you feel very uncertain about IT services , it probably means it is the best time to enter the sector. The more uncertain you get about something , the greater is your profit opportunity. I learnt this phrase from a book by seminal economist Frank Knight titled Risk ,
Urban retail demand trends are clearly improving and consumer sentiment is picking up Many consumption stocks hitting fresh highs today ✅Titan 📷TVS motor 📷Nestle 📷Bajaj finance ( consumption proxy ) all at fresh record highs today 📷
@MySportsUpdate@TheGregHillShow Oh and by the way, the Bills still won even with a Allen rushing TD being called back for, wait for it, a offensive holding call. Eat those words Vrabel.
@MySportsUpdate@TheGregHillShow Wonder what the excuse is gonna be next week when the Ravens blast the Pats. Time to realize your second year QB has no experience in high profile pressure games. It will get better I promise.
@MaryLTrump Mary stop thinking emotionally and start thinking logically. Just because you dont like Donald doesnt mean the rest of the world has to hate him. I dont like you, and apparently your own family doesnt like you, but im not on here telling people to not like you. Grow up already