The latest #TheWrap 🌯 is now available to read ⤵️
investkaroindia.co.in/p/thewrap043

👏Debt reduced
👏Profitable at consolidated level (finally)
👏Order book continues to grow

Investing Accelerator Summit 🚀 Utkarsh Pandey 🌱 ishmohit Vivek Mashrani, CFA kumar saurabh Abhijit Chokshi | Investors का दोस्त Soumya Malani Ashwini Damani Digant Haria Tar ⚡ anuj jain Ekansh Mittal 4 months Performance of #IASummit2023 ideas shared on 17th DEC 2023.
'20-20 Investing Accelerator Summit 2023' #IAS2020

Investing Accelerator Summit 🚀 Utkarsh Pandey 🌱 ishmohit
Vivek Mashrani, CFA kumar saurabh Abhijit Chokshi | Investors का दोस्त
Soumya Malani Ashwini Damani Digant Haria
Tar ⚡ anuj jain

We promise this is not a person in a bodysuit. bit.ly/3w5XRvH

Found and wrote about Solex on ValuePickr when market cap was just 16cr

Up 42x since

50% of listed universe is below 100cr market cap

Lots still waiting to be found

An easy criteria to find them is to look at recent open offers

forum.valuepickr.com/t/solex-energy…

The latest #TheWrap 🌯 is now available to read ⤵️
investkaroindia.co.in/p/thewrap042

Good time to learn about Strait of Hormuz, aka, the jugular of modern world

#IranIsraelwar

youtu.be/cUBg6Qp_N98

investkaroindia.co.in/p/cmsinfosyste…

Not a bad time to read this again imho. Great work from Tar ⚡.

Apple, now #MadeInIndia 🇮🇳

FII monthly activity for last 8 months

If the earnings growth continue this quarter, a large chunk of FII money waiting on sidelines should come rushing back in

India Infra spending

Notice the big bump post 2020
No shortage of business for EPC companies for next few years

Proxy sectors to play the infra theme:
Cement, capital goods (infra related)

The latest #TheWrap 🌯 is now available to read ⤵️
investkaroindia.co.in/p/thewrap041

India's manufacturing PMI at an all time high

Stocks that have delivered 100% returns in first three months of 2024

Tyres for EVs are 50% costlier and require change upto 20% faster than their ICE counterparts

Combined index for all major tyre companies based out of India ⤵️

The latest #TheWrap 🌯 is now available to read ⤵️
investkaroindia.co.in/p/thewrap040

In the last six months

Aditya Vision promoters have sold ~320cr worth of stock or ~7% stake in open market

In the same duration, number of shareholders have increased by ~50%