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Authors Sanjay Dutt

7 days 30 days All time Recent Popular
Sanjay Dutt
Sanjay Dutt
@thesanjaydutt
Lot of interest in textile stocks.

Worth studying Siyaram Silk Mills.

Seems attractive with less debt & a good brand. Do check out-

https://t.co/xmlrXMnq4x

Another one - Welspun

https://t.co/kyNLzhw8sw

Disc - No investment/position. Study in progress.

Pics: @StockAxis
TEXTILE
Sanjay Dutt
Sanjay Dutt
@thesanjaydutt
3 sectors (kind of recession proof) come to mind as potential multi baggers next 5-7 yrs. Low sector mkt cap/total listed cap & obvious low GVA to total GVA of listed cos -

1. Healthcare (hospitals/diagnostics etc)
2. Liquour/Alchohol
3. Real estate

Even global comps are stark

These have reasonable strong entry barriers also. It's not easy cresting liquor brands, reputed real estate companies and similarly top quality hospitals and diagnostic networks.

I must add another one that has huge upside here in India with entry barriers and brand creation barriers - Media/Entertainment..
INVESTINGCSALS
Sanjay Dutt
Sanjay Dutt
@thesanjaydutt
Never forget: equities tend to print new ATHS a few months after FED hike
SCREENERS
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