If you need more reasons to be bullish then get your head checked. We are at the absolute end of the bearish phase.
Any fund manager telling you not to invest in India 100% is the biggest fool. Many now on TV. All idiots who can't say buy when chips are down. Get some guts.
35000 my target for next 18 months
I like to track portfolios of well known HNI investors every now & then. Mr. Ashish Kacholia is 1 of them I regularly keep tracking, especially because of the kind of small & microcap companies he picks.
Some names here operate in very specialised niche areas, & I am digging deeper into some of them to understand what these businesses are all about and what opportunity he may be seeing.
Here are the 48 disclosed #stocks in his #portfolio:
This simple 3-ETF portfolio has historically beaten Nifty 50 and 99% Mutual funds across different periods
The idea is simple:
🇮🇳 Indian Growth → Midcap 150
🥇 Gold → GoldBeES
🇺🇸 US Tech → Nasdaq 100
I’ve personally started investing in this combination.
Here’s the logic 🧵
Everyone wants to find the next 50X or 100X stock.
Very few are willing to do the boring work required to find one.
The next massive wealth creator will probably not look like a multibagger when you first discover it.
It may have:
• ₹200–1,000 Cr market cap
• Low institutional ownership
• Limited analyst coverage
• A business that nobody is talking about
• Volatile earnings
• Temporary margin pressure
• A capacity expansion story that is still early
• A promoter who continues to buy
• A huge addressable market ahead
That is where things get interesting.
I personally look for businesses where the opportunity is much bigger than what the current valuation suggests.
For example:
A ₹500 Cr company becoming ₹5,000 Cr is already a 10X.
Becoming ₹25,000 Cr is 50X.
Becoming ₹50,000 Cr is 100X.
Sounds crazy today.
But every large wealth creator was once a small company.
The important question isn’t:
“Can this stock become 100X?”
The better question is:
“What would have to happen for this company to become 10X, 20X or 50X bigger?”
Then work backwards.
Revenue growth.
Margins.
Capacity.
Capital allocation.
ROCE.
Debt.
Promoter behaviour.
Industry tailwinds.
Market share.
And most importantly:
Can the business keep reinvesting and compounding for 10–15 years?
Because a 50X return usually isn’t created by one great quarter.
It is created by years of execution + earnings growth + multiple expansion + patience.
And there is another side nobody talks about.
For every potential 50X, there are plenty of companies that go nowhere.
Some lose 50%.
Some lose 80%.
Some disappear.
That’s why microcap investing isn’t about buying 50 different lottery tickets.
It’s about doing the work, understanding the downside and owning a small number of asymmetric opportunities where the upside can be many times the original investment.
Don’t chase the next 100X.
Find businesses that have the potential to become 100X bigger businesses.
The stock price usually follows eventually.
Think like a business owner.
Invest like a researcher.
Wait like a long-term investor.
That is where the real microcap game begins.
#Microcaps #Multibagger #Smallcaps #IndianStockMarket #Investing #WealthCreation #LNPRCapital
“Stock market reflects real economy”
किसी महापुरुष ने कहा था
Market is confused because our PM and his ministers celebrating gdp data and at the same time,
PM saying to avoid expenses
Market doesn’t like this kind of commentary
|| श्री हरिः ||
"मुक्ति इच्छाके त्यागसे होती है, वस्तुके त्यागसे नहीं।" 🙏📖
हे नाथ! हे मेरे नाथ!! मैं आपको भूलूँ नहीं!!
सच्चा वैराग्य मन में है, बाहरी वस्तुओं में नहीं। इस गहन सत्य पर मनन करें 🙏
श्रद्धेय स्वामीजी श्रीरामसुखदासजी महाराज
|| धर्म का आधार ||
#GitaPress #GitaPressGorakhpur #RamsukhdasjiMaharaj #Mukti #Vairagya #SanatanDharma #Since1923
We send missions into space, build world-class airports and run sleek Vande Bharat trains. And then millions of Indians commute like this every day. It’s risky, dangerous and unacceptable. India cannot aspire to first-world infrastructure while accepting this as normal. 😱
@DealsDhamaka जनसंख्या इतनी अधिक है कि किसी को एक्सपायरी या मिलावट देखने की फुरसत ही नहीं है। निःशुल्क और पड़ी हुई वस्तुओं की लूट के लिए उमड़ती भीड़ सभी ने देखी होगी।
#अभाव#गरीबी#अशिक्षा
Time Never Pause...
2027 is 4 months away.
2016 was 10 years ago.
Covid started over 6 years ago.
Kids born in 2021/22 are starting school soon.
People born in 1990 are only 14 years away from turning 50 😱
And 2007 is now further away than 2040.
Time is moving fast.
So stop waiting for the "perfect time" and start building the life you actually want, now
Time really doesn't wait for anyone ⚡
@sudheep8531 You are fortunate to have such a decent health care facilities nearby your location, otherwise in most of Northern locations these have much cost.
🚀 Deccan Gold Mines ($DGML): The Mozambique Lithium Story is Coming Alive!
From a speculative play to a funded, multi-commodity growth engine, DGML is rewriting the playbook for Indian mining juniors. 🌍🔋
The Highlights:
Proof of Concept: First Indian BSE-listed company to ship lithium ore out of Mozambique's premier Alto Ligonha belt.
Up-Sized Ambition: Plant capacity doubled to a 200 TPD lithium concentrate facility (targeted for 2027), with a roadmap to 1,000–2,000+ TPD.
Polymetallic Powerhouse: Extracting critical co-minerals like tantalum, caesium, gallium, and beryllium alongside lithium.
Fully Funded & Backed: Fresh ₹130.67 Cr capital raise + strategic MoU with CSIR-CECRI for advanced tech processing.
Perfect Market Timing:-
Spodumene prices roaring back past US$900–$1,250/tonne as the plant gears up for production.
With lithium, gold, and critical minerals locking into place, DGML is securing India's strategic supply chain from the ground up. 🇮🇳
#DeccanGold #Lithium #CriticalMinerals #GreenEnergy #EV #BSE #Investing
Some interesting Small/Micro caps for next 5-7 years. All of them have got onething in common aka Good Promoters/management.
Some have high operating leverage story,some are laying foundations,some are very conservative but rock solid,some are turnaround bets,some are high in IP with extraordinary capabilities.
I may not own all of them but I do track them actively.
1.ADF Foods (260rs)
2.Apollo Sindoori Hotels (1209rs)
3.Bansal Roofing (129rs)
4.Dhampur Speciality Sugar( 143rs)
5.Fredun Pharma( 1244rs)
6.Kerala Ayurveda ( 149rs)
7.Repono ltd (76rs)
8.Shivalik Rasayan (254rs)
9.Solitaire Machine tools(102rs)
10.Technvision Ventures (5670rs)
Hopefully as a basket,they will be able to beat small cap index over the coming 7 years. Happy investing.