rishi bhardwaj

[Ajeet Bharti @ajeetbharti]

बेटा चीटिंग करते पकड़ा गया, शिक्षक ने समझाया कि मत करो, सस्पेंड हो सकते हो। लज्जा से आत्महत्या कर ली। बाप की चिंता यह है कि मोदी एक्ट लगवा कर तुरंत कंपनसेशन मिल जाए।

मोदी जी की सबसे सफल स्टार्ट-अप योजना मोदी एक्ट ही है। किसी को बेटी ब्याहनी है, दो सवर्णों पर मोदी एक्ट लगवाओ, फिर उन्हें कहो कि २ लाख दो तो वो पीछे ले लेंगे केस, सरकार भी पैसा देगी। कोई किडनी की पथरी का इलाज करवा रहा है।

ऐसे में मोदी जी कैसे हटा देंगे यार! IIT के प्रोफेसर का क्या है, कोई और आ जाएगा।

[Anuradha Tiwari @talk2anuradha]

We have reached a dangerous point for India’s education system.

A professor stopping a student from cheating is being treated as caste discrimination and he is being booked under the SC/ST Act.

The downfall is already here!

[ASAN @Asan_research]

राजशेखर अय्यर एक बहुत ही सफल निवेशक है जिनका पोर्टफोलियो 3000 हज़ार करोड़ से ऊपर है।

उन्होंने अपने इंटरव्यू में बताया कि वो ऐसी छोटी कम्पनियो में निवेश करते थे जिसने पिछले दस साल में कोई इक्विटी dilute नहीं किया हो साथ ही डेब्ट भी लगभग न के बराबर हो इसके बावजूद उनका अर्निंग ग्रोथ हर साल बढ़ते जा रहा हो।

#Twitter

[Advait Arora @WealthEnrich]

Promoter buying is 1 parameter worth keeping an eye on. Sharing these 12 companies with market cap ₹1,000 Cr+ where promoter/promoter group buying was seen in the last ~6 weeks:

Confidence Petroleum: ~₹62 Cr+
IRB Infrastructure: ~₹80 Cr+
Prataap Snacks: ~₹33 Cr
Arisinfra Solutions: ~₹5.5 Cr
Alembic: ~₹2.2 Cr
Enviro Infra Engineers: ~₹1.3 Cr
Gandhar Oil Refinery: ~₹1.3 Cr
Shakti Pumps: ~₹70 L
Updater Services: ~₹49 L
Rajesh Power Services: ~₹33 L
STEL Holdings: ~₹27 L
Sunshield Chemicals: ~₹16 L

[Advait Arora @WealthEnrich]

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:

[Deepika Narayan Bhardwaj @DeepikaBhardwaj]

Catch a student cheating in exam, get slapped with false SC/ST case

Catch woman travelling without ticket in train, get slapped with false Molestation case

Catch woman committing fraud at workplace or under performing, get slapped with false sexual harrassment case

Catch girlfriend cheating with other man, get slapped with a false rape case

INDIA IS FALSE CASES CAPITAL OF THE WORLD

[SECTOR RESEARCH 💙 @SECTOR_RES0123]

Helios Small Cap buying fresh stocks 🔥 (August)

Fresh additions:
ACE, Concord Biotech, Gaja, Kennametal, Lalithaa Jewellery, Netweb, PB Fintech

Exits:
Aadhar Housing, BSE, Black Box, Lemon Tree

In BSE and Black Box, I think they sold at the top! Quite Impressive ✍️

[Capt. Sachin Chaudhary @suryachaudhary1]

1. Vilas Transcore;
2. Jay bee Laminations

Note : many past tweets and data suggests win win situation for Jay bee Laminations and quite few points on which Vilas lagging like (exports, margins, capacity utilization etc)

What’s there as of now :

Jay bee Laminations
M/Cap on Dec 2024 (peaked share price) : (400*2.26cr) = 920cr

M/Cap on date : (82*2.26cr) = 185Cr

(Huge huge crash in market cap)

Vilas Transcore
M/Cap on Jan 2025 (peaked share price) : (620*2.45cr) = 1520cr

M/Cap on date : (370*2.45cr) = 900Cr

(Less then 50% correction in m/cap)

Learning : Even experts can very well go wrong, do not ride on the perceptions of others, pls do your own work

I know many are still negative on Vilas

Disclaimer: I am hopeful

This is not any Reco of buy or sell

#Vilas
#JayBee

[Anirban Manna @AnirbanManna10]

Keep an eye on the growth stocks which has recently #migrated / will soon #migrate to Mainboard from SME and trading at cheap valuation

[CA Sai Varun @SaiVaru48492050]

ThemeStocks to study.

AI/DC:
1. Netweb Technologies
2. E2E Networks
3. Anant Raj
4. Techno Electric
5. ESDS

CDMO:
6. Divi's Labs
7. Laurus Labs
8. Syngene
9. Neuland Labs
10. Sai Life Sciences

Defence:
11. Solar Industries
12. Data Patterns
13. Zen Technologies
14. MTAR Technologies
15. Astra Microwave

Power/Electrification:
16. Hitachi Energy India
17. CG Power
18. Apar Industries
19. TD Power Systems
20. ABB India

Precision Engineering

21.Indo MIM
22.MTAR Technologies
23.Azad Engineering
24.OMNI Tech Engineering

Important: I wouldn't treat this as a buy list. Several of these themes are already attracting substantial market attention, and valuation can completely change the investment case.

Disclaimer Not an Investment Advice.

[Arvind Datta @datta_arvind]

This is not the first time for me.
As an investor I have had a globally diversified portfolio since a long time
I am invested in Motilal Oswal Nasdaq 100 ETF since 2016, it's up 9X, Axis Global Equity Alpha FoF and Edelweiss & Axis Greater China FoF.

[Mithun Sarkar @MithunSarkari]

Few names available at discounts :
No recommendatioms but one cab study these:

1. Rrkabel
2. Hindustan copper
3. Indo tech transformer
4. Krishana Phoschem
5. Yasho ind
6. Venus Remedies
7. S G Finserv
8. Federal Bank
9. Senores pharma
10. Divgi Torque
11. Hitachi Energy

I guess i have posted threads/ concall updates on most of them , u can search my time line.

Only for study purpose.

[Intrinsic Compounding @soicfinance]

Strongest themes in the market today:

1. CNC Machines
2. Copper wires
3. Paper
4. Water sector showing signs of revival
5. New age Platforms
6. EMS businesses
7. Dyes and Pigments
8. Chemicals
9. Steel tubes

[R'izwan | Capital Edge @Riz_Capitaledge]

When promoters, FIIs and DIIs are all adding together, that’s one ownership trend worth tracking 👀

A few names that stood out:

GMR Airports
Cupid
Welspun Living
IOL Chemicals & Pharma
Gandhar Oil Refinery
Confidence Petroleum
Arrow Greentech

Doesn’t make them automatic buys, but when promoters + institutions are accumulating in the same direction, there’s usually something worth digging into.

#GMRAirports #Cupid #WelspunLiving #IOLCP #GandharOil #ConfidencePetroleum #ArrowGreentech #StockMarketIndia #Smallcaps

[KnowledgeX @SudhirN94847744]

You may like to see if you own any of the stocks from below list ⤵️

Aarti Pharmalabs
Acutaas Chemicals
Adani Energy Solutions
Anand Rathi Wealth
Apar Industries
Apcotex Industries
Ather Energy
Azad Engineering
Bajaj Auto
Bank of Maharashtra
Beta Drugs
Bhansali Engineering Polymers
BlueStone Jewellery
Cholamandalam Investment & Finance
Craftsman Automation
CreditAccess Grameen
Cupid
Cyient DLM
Deep Industries
Dynamatic Technologies
Dynamic Cables
E2E Networks
Electronics Mart
Emmvee Photovoltaic Power
Equitas Small Finance Bank
Eternal
Federal Bank
Fineotex Chemical
Finolex Cables
Gandhar Oil Refinery
Garware Hi-Tech Films
Gland Pharma
GNA Axles
Groww
HFCL
Hindusthan Urban Infrastructure
Hitachi Energy India
Huhtamaki India
ICICI Bank
ICICI Prudential Asset Management Company
IDFC First Bank
Info Edge
Jayaswal Neco Industries
Jio Financial Services
Kalyan Jewellers
KSH International
Kwality Pharmaceuticals
L&T Finance
Landmark Cars
Laurus Labs
Lloyds Engineering Works
Lodha Developers
Mahindra & Mahindra Financial Services
Mold-Tek Technologies
MRPL
MTAR Technologies
Muthoot Microfinance
Navin Fluorine
Navkar Corporation
Neogen Chemicals
Netweb Technologies
Neuland Laboratories
NTPC Green Energy
P N Gadgil & Sons
Paytm
Piramal Finance
PNGS Reva Diamond Jewellery
Polycab India
Poonawalla Fincorp
Premier Energies
Prime Cable Industries
Quality Power Electrical Equipments
Rajratan Global Wire
RBL Bank
Reliance Industries
Sai Life Sciences
Sakar Healthcare
Sedemac Mechatronics
Senco Gold
SG Finserve
Shadowfax Technologies
Shilpa Medicare
Shriram Finance
Shyam Metalics and Energy
Siemens Energy India
SJS Enterprises
Sky Gold
Sterlite Technologies
Sudeep Pharma
Syrma SGS
Tata Technologies
Tatva Chintan Pharma Chem
TD Power
Thyrocare Technologies
Timex Group India
Titan Company
TVS Motor
Ujjivan Small Finance Bank
Universal Cables
V2 Retail

For your own further research and analysis I have compiled above list of companies where we have seen good financial performances and also management is bullish on future business guidance.

[Er. Vipin | Multibagger Bloodhound @Er_Vpin]

The next 10X 20X or 50X are never the stocks trending on your timeline

They are the ignored mid-caps with small market size, boring names, and businesses tied to India’s next capex cycle.

Below are the some for you to study

Kennametal India
V-Marc India
SEAMEC Ltd
Antelopus Selan
OBSC Perfection
Macpower CNC
Utssav CZ Gold
Nitta Gelatin
Fermenta Biotec
Arrow Greentech
Sacheerome
Vikram Thermo
Sunlite Recycli
Neetu Yoshi
Premier Polyfilm

By the time these become “obvious,” the easy money is already gone.

Save this. Revisit in 3 years.

Which 3 make the cut?

[abhay jain @abhayjainp]

hope you find this feature useful 🙂

Few interesting companies from value upgrade scan worth tracking:

Astra microwave
Sansera engineering
Bharat forge
Milky mist
Concord biotech
Cyient DLM
Dhoot transmission
Diamond power
Pitti engineering
Sakar healthcare
Azad engineering
Concord biotech
Ramkrishna forging
Senores pharma

[CA Vivek Khatri @CaVivekkhatri]

High Conviction Pick - 1

Vintage Coffee- Long-term only

My Accumulation Plan:
50% = 170-175
30% = 150-155
20% = 130-135

Target #Investing - 350/500++
(3 Years)

Disc: Do your own research. No Buy/Sell Advise.
#Stockizen 🦚

[Harley XVI (finwizz.live) @xvi_harley]

Long term [LT] and Medium term [MT] opportunities

Viviana power - LT
Apollo micro - LT
Krishna defence - LT
Rappid valved - LT

Igarashi motors - MT
Eimco elecon - MT
Texmaco rail - MT

Long term [LT] - Having possibility of multibagger alpha in 3-5 years, company has growth potential for multiple years as per data

Medium term [MT] - Having possibility of significant returns in 1-2 years, beyond 2 years there isn't sure shot visibility right now, or it's a medium term growth candidate rather than multi year growth candidate as per data

Note: I share data for fun, no buy/sell reco.

[Anurag Singh @anuragsingh_as]

This is probably a first in MF industry.

#NileshShah recommends investing in global defense companies using the LRS scheme. “Don’t be invested only in Indian defense firms. Make a global portfolio”.

A clear voice on over-valuation in Indian cos. Invest outside. What’s your excuse?