Name 3 high conviction stocks guys which you feel would grow it's profits at 15-18% Cagr for next 5 years.

Me:

1.Laurus lab
2..Shivalik rasayan
3..TCI express

Mid and largecap portfolio of a much talked about PMS firm:-

1) Abbot India
2) Asian paints
3) HDFC life
4) HDFC bank
5) Pidilite
6) Relaxo
7) Berger paints
8) Lal path lab
9) Bajaj finance
10) Nestle
11) Divis lab
12) Kotak bank
13) Page ind
14) Titan..

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Name 3 high conviction stocks guys which you feel would grow it's profits at 15-18% Cagr for next 5 years.

Me:

1.Laurus lab
2..Shivalik rasayan
3..TCI express

Some more small-midcaps which r leaders in thr segment:-

1) Garware technic
2) Delta corp
3) LG bala
4) Bajaj consumer
5) Subros
6) Asahi india
7) United breweries
8) IEX
9) Radico Khaitan
10) Suprajit eng
11) Zydus welln
12) MCX

Some 100+ baggers of last 10-12 years:-

1) Bajaj Finance
2) Caplin point
3) Avanti feeds
4) Relaxo foot
5) Astral ltd
6) Ajanta Pharma
7)Symphony ltd
8) Cera sanitariwar
9) Hatsun agro
10) Alkyl amine
11) NGL fine
12) Navin floro
13) Apollo tricoat

Which will be the next set?

#Investing clues

Read that the running cost of an EV Scooter for 100 KMs is just Rs 10-12 (2 units of power). While that for ICE Scooter/Bike it is Rs 200 (2 litres of Petrol).

Are there any component manufacturers supplying specifically for the EV functionality ?

Friends ⁉️

As this thread on the EV Scooters is showing a lot of interest

Here is an interesting 24 min discussion with the MD of Hero electric, about the cost economics, running costs and competitive nature etc of an EV Scooter

⚡Watch &

Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

The resilience of the Agriculture sector (3.6% growth vs economic contraction)

Focusing on People, Planet & Profits: Investments continue in Animal Feed & Astec's businesses

One of the challenges that management overcame was robust distribution in COVID.

2/ From the desk of the chairman (Mr. Nadir)

- Strong performance in Animal Feed biz (margins expanded) & Astec Lifesciences
- Being in 5 cyclical businesses, is a hedge as the outperformance of a few compensates for others
- Will continue to invest in R&D & a +ve outlook.

3/ Numbers that matter

Rev down 9%
EBITDA margin of 10%
PAT (ex. one-offs) up 60%
Weak cash flows: led to jump in debt

Diversified: 47% Animal Feed | 17% Crop protection | 16% Dairy | 11% Vegetable Oil | 9% Poultry & Processed Foods
4900+ Employees
15cr R&D Spend
256cr capex

4/ Agricultural sector macro overview

- Vaccination program is the only key to riches here
- FY21 was a windfall for Agriculture: Rainfall which was highest in last 25yrs, higher sowing, higher food grain production
- FY22 has started on a +ve note with better Rabi harvest YoY

#chemicals surpassed #FMCG in valuations.. valuation range is 60x - 100x now. Chemicals will have much higher growth rate than FMCG for next 10 yrs

Am happy not owning HDFC bank. Feel their best is over and the quality of services is no where what it was.

How will the broking industry perform next few years? This is a question I get asked often, more recently.

I usually say, if you can tell me the Nifty direction or volatility, I can tell you what the broking industry will do. Because both are positively correlated. 😃

1/2

User growth depends on whether the markets (Nifty) go up or not. It took >10 years to reach the high made in 2008 in terms of new user addition (total NSDL + CDSL Demat).

Revenues are based on market volatility. The more the market moves, the higher the revenues generated. 2/2