Finally pulled the trigger on yash highvoltage. Too many positive signals were hard to ignore. Though I have bought a bit late should have done this below 700.
Friday refresher
Hunting for new stock ideas is overrated.
Doing a deep dive to build the conviction to significantly increase the allocation to an existing portfolio holding is underrated.
The best ideas donโt create extraordinary wealth by themselves, position sizing does.
If you have skewed pf like mine where top holding allocation is at least 20% then the top stock must work. I have been very lucky with mine which is sg mart holding more than a year.
@neeraj_jain2000@shiladitya4u That is a very shallow understanding. You have to understand Aeroflex has exclusive contract with vertiv. Both have manufacturing plants side by side in Pune. Such synergy and growth visibility are rare. I wouldn't be surprised if it re-rates to 200 pe
Shree refrigeration. I passed on it around the price of 210. Instead I decided to invest in infollion. Shree up 80% while infollion down 30%. Do I regret it, yes. Will I do it again, hell yes. Need to take anti-fomo tablets on regular basis
Another deeptech play like sedemac. If sedemac stock delivers exceptional returns then all such deeptech play will have no choice but to list in the markets.
South Central | #Exclusive: India's Deeptech Story Is Heating Up
Bengaluru-based Ethereal Machines has raised $28.5 million in a Series B round, one of the largest recent growth-stage bets on India's advanced manufacturing sector.
Can deeptech startups help India move from being the world's back office to its factory floor?
Kaushik Mudda, Co-founder & CEO of Ethereal Machines, joins us to discuss the opportunity ahead.
@JudeSannith24@MuddaKaushik@etherealmachine
๐ข NRB Bearings Ltd (NRBBEARING)
๐ Promoter Pledge Reduced From 31.64% to 11.42%
NRB Bearings slashed its promoter pledge from 31.64% to 11.42% via a block deal that released 19.6 million shares, pre-paying loans to Tata Capital and Aditya Birla Capital.
๐ The company, already carrying net debt/EBITDA of just 0.19x and on a trajectory of expanding EBITDA margins, deepens its governance hygiene by reducing encumbrance on promoter holdings.
๐ The sharp reduction in pledged shares strengthens investor confidence, improves corporate governance perception, and enhances balance sheet quality.
๐ MCap: Rs. 3,613 Cr
๐ EV/EBITDA: 13.99
๐ฏ ROCE: 18.56%