Just putting my thoughts below as a lot of people think this is based on past performance whereas infact its on future prospects KPI Green = Recent Fund raise QIP + Bonus. Green Sector will continue to be favorable, has been getting constant orders, good management Pricol = Capex Theme playing out, Favourable theme Auto Sector Venus Pipes = Massive Capex playing out in next 2 quarters along with backward integration being done with mother hollow pipes. KPIT = Consistent compounder + Rev growth + Future Sector. Only negative is current PE (overvalued a bit) but long term no prob Ramkrishna = Railway theme for next 4 years + Direct beneficiary of theme due to Joint Ventures with Big Railway Players Angelone = Growing market, Entry into AUM biz and Wealth management next quarter, Very reasonable PE despite recent run up VBL = Consistent compounder with good product line for India, Recent entry to africa to drive lot of rev. Negative- High PE due to Acquisiton runup Titagarh + RVNL = Direct benefit of Govt 1L crore railway budget over next 5-7 years. Will grow alone on Order book execution + New Order win Mazdock = If current govt wins, they will have many more order wins for Make in India Defense play. Needless to say this is my research and my assumptions so putting it out there - Might be right or wrong and that only Market will decide. Whenever anyone buys any stocks, please have your desired target and Stop loss in place. Markets are generally overheated now, correction is possible so invest with caution if you are. For Healthy Discussions please comment below will answer. If you spread hate then youl be blocked :)
Thanks for the video brother. I had invested in the smallcase you built last year and it’s my biggest compounding bag. Want to ask how do you figure out these stocks? I have followed your guide on how to find hidden gems using opm, market cap and other parameters, but the stocks that you showed here are taking into consideration the macro economic factors for growth within the country i suppose.
Thank you sir. Though I am 4 months late I still believe the real party starts post election. Going to invest on Mon - 70K in this portfolio. Thank you. You have earned a subscriber too and I am lucky to come across your video. It's all logic based and the reasoning and justification shared clearly shows your hardwork. 🙏👍
Exactly similar thought... I see lot of reputed small cases, from reputed fund managers - giving a portfolio of stocks that have already 5x ef in the last year.. Even the investor entering today will have to buy at the current 5x levels - expected to significantly correct
Those businesses may be good but all the growth is completely priced in. Better to wait for next bear market. I am sure most of them will be available below CMP.
Your recommendation is like , making a movie using all artist who won Oscar award. Your smartness should be there in picking stocks at low cost & a future multi bagger. You are simply picking all winners of Today.
Thank you Shashank, just so you know these videos help a lot, I personally make notes of every point you mention and verify before investing. Please do this once a month regardless of the market's situation. Thanks
Hi Shashank Could you please make a video on investing in US markets, LSE, and TSE from one platform using banking apps like ICICI Direct or international brokerages like Charles Schwab? A demo and insights on converting INR to USD would be appreciated. Not interested in apps like Indmoney or Vested, looking for other options
Kindly do a video on the Whole TAX things with the sharemarket investment, regards to sip, swing & intraday how much will be going and what is the percentage of it when compared to the percentage of profit. Will be a good video coming from your words and transparency
Bro you must make video explaining the analysis part and some important terminologies which is important to analyse before buying any stocks. It will be helpful.
Shashank, are u allowed to let us know before u decide to do trading for eg tomorrow is Thursday if ur gonna trade on options are u allowed to share ur views on wed through a video. If allowed it will be great POV for us from ur side
All the stocks have already sitting on top and are very expensive. None of the is a multibager, instead of purchasing all these please make a fd and you will see far better return
Bro, excellent video 👌. One request, kindly go slow a bit :) Also Pl pickup and review Narayana Hrudayalaya for the fundamental analysis. It’s on a roll recently. Thanks! (From a new subscriber 😊)
@@ShashankUdupa1you can't play on the railway theme with most of the stocks directly connected to it. If any hick up came the whole portfolio is gonna go down. And all the railway stocks are already 10x from the last year
Just because it went up 10x from last year you are saying it wont go up this year? Have you checked out what is happening with the railway theme? the new orders coming in? New vande Bharat Plans. These things will help them grow. Anyway our opinions can differ both can be wrong or right, only market will tell
The reason why u reveal stocks becuase u want people to buy those stocks so that your stock value will go up ! Sad but i know people will buy those stocks
U really think 10k ppl watching this will move the stock price up? Stocks cant be manupilated like this. Also full disclosure as of now I dont hold any of these stocks so i dont benefit from buy or sell so no issues
