There are 1503 individuals in Mumbai with a net worth of ₹1000 Cr+. Investors in the list include R. K. Damani (190,900), Jhunjhunwala (55,500), Akash Bhanshali (6900), Mukul Agarwal (6600), Ashish Kacholia (3000), Nemish Shah (2700) & Vijay Kedia (1500) https://www.reddit.com/r/mumbai/comments/1fh6bn5/mumbai_rich_list_individuals_with_a_net_worth_of ..read more

Manish Chokhani has warned that the market may be poised for a 2007 type gigantic climax (it crashed 65% thereafter). There is unsustainable hype around AI. Valuations are high. Warren Buffett may have foreseen this & that is why he has sold 50% of Apple holding & is sitting on $275 Bn cash ..read more

Atul Suri says new-tech stocks like Zomato, Paytm, Policybazaar cannot be valued on traditional matrix because their growth is parabolic. If they are able to deliver & there is clarity, a lot of money can be made. These are 10x stories like Apple, Amazon, Tesla ..read more

Samit Vartak's Sage One Fund says Trent is a high conviction buy with the highest weight of 8% in portfolio. Top 10 stocks in the portfolio gave 54% to 238% YoY return. the Fund held only 10% in PSUs (Power & BFSI). Investment in Railways, Defence, Oil & Gas cos is negligible though they are top performers. This is due to lack of predictability and lack of understanding of these sectors. Sage One Fund bought 5 stocks & sold 5 stocks during the year. It gave 61% return in 12 months &... Samit Vartak's Sage One Fund says Trent is a high conviction buy ..read more

NMDC’s stock has been under pressure amid falling iron ore prices. However, Iron ore prices are now bottoming across the globe. Short-term rally is expected. Valuations at 7.6x FY26E PE are inexpensive. The stock has corrected ~10% in the last one month. TP ₹286 (33%) Download research report... Buy NMDC for 33% upside as Iron ore prices are now bottoming across the globe ..read more

Federal Bank has broken through midsized banks league. It has a shock-proof balance sheet. Key challenge lies in leveraging its formidable balance sheet strengths into sustainable P&L outcomes to fortify its position as credible alternative to larger PSBs Download ..read more

Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF & others are investing ₹180 Cr in Ravindra Energy. Co is promoted by Renuka Sugars' promoters & is in solar energy. M-Cap is ₹1500 Cr. Promoters hold 75%. Co is play on demand for alternative energy under PM-KUSUM Yojna ... Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF are investing ₹180 Cr in Ravindra Energy ..read more

Ashish Kacholia has invested ₹4 Cr in pref issue of a nano-cap named Texel Industries. M-Cap is ₹55 Cr. Promoters hold 42%. Co manufactures geosynthetic textile products which are widely used in agriculture,civil engineering, water harvesting, pollution control,waste management ..read more

SENCO is one of the most promising players in the organized retail jewelry market. It is strategically expanding its presence in eastern markets & aims to grow its consumer base by focusing on lightweight jewelry & capitalizing on the trend of studded jewelry. TP ₹1350 (23%) Download research... SENCO is one of the most promising players in the organized retail jewelry market ..read more

Va Tech Wabag is ‘RIDING THE WAVE’. It is well-placed to serve the growing water security/conservation market. Rationale supported by a) Strong industry tailwinds, b) Improving profitability, c) Robust Order book, & d) Expanding offerings. TP ₹1700 (+30%) Download... Va Tech Wabag is a Buy for target price of ₹1700 (30% upside ..read more