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Known for creating buzz about its buys earlier like Reliance & ITC with heavy allocation has now bought Maruti Suzuki as the most recent buy (in March).

Millets Oats the good food.
Tata Consumer pitching it much better can say.

Tried both, tastes the same while Tata Soulfull priced at 15₹ for 35 Grams,
Nestle priced at 30₹ for 40 Grams.

PM MODI's answer to a ques on Elon's Musk visit to India for Tesla/Starlink:

'PAISA KISI KA BHI HO, PASEENA MERE DESH KA LAGNA CHAHIYE.'

Which is your largest holding with allocation?

Pharma sector is poised for growth.

Massachusetts Institute of Technology fund buys 66Lakh shares in Marksans Pharma in today's bulk deal.

Fund is active after a while, first Protean and now Marksans.

Dhoni ❤️ 💙 💜

Capex in Auto Industry: 15-20K Cr
Capex in Auto Anc: 20-25K Cr

Source : SOIC

Read above again.

India will soon become a major player in Automotive Exports..

Is there a tool or method to identify cos which have increased length of Annual Reports significantly?

Have observed this trait in many such cos going up many x & there is something different and new happening here.
PS: Don't just go by narration.

Vijay Kedia sir's name appeared in Global Vectra in March Shareholding.

Co provides Helicopter charter services. While Prima Facie looks like the Election Theme.

Nonetheless learning for me here is how you can identify new names from new sectors for various themes.

What was the latest addition to your portfolio and why?

For me it's Jtekt India. Have written extensively about it in pinned tweet.

Do share yours with rationale.

The true Bharat Amritkal moment.

Auto Ancillaries becomes the next big theme.
The whole world is looking at India.

Raamdeo Agarwal's first equity investment was in Year 1979.

Sensex was trading at 100 Rupees then.

Wonder how much one has learned in those 45 years.

After a long long time Fresh buying by Massachusetts Institute of Technology (Retirement Plan)

Buys 5 Lakh shares of Protean in today's bulk deal.

Toyota Hyryder vs Maruti Grand Vitara

Which car would you choose between the two & why?

Both are actually almost the same with little tweaks.

Touche!

Reading- Toyota kirloskar to scale up, plans doubling sales to 325k units a year. 47 pct surge expected by co in sales including new Fortuner launch.

Did you know a listed co directly benefits from Toyota’s expansion? Here’s hoping all the best for that CO’s profitability too.…

How many years did it take for you to make your 1st Crore from markets/investing?

Maruti's Exports over the years :

2018: 1.13L
2019: 1.07L
2020: 0.85L
2021: 2.05L
2022: 2.63L
2023: 2.83L

2030 Maruti plans to take this to 8 Lakh units.

#RSystems

Blackstone hiring the best from Infosys. First brought in Nitesh Bansal as CEO of the co from Infosys, now hires Sanjay Shah as the chief Marketing Officer.

Sanjay shah with 23 yrs experience with over 16 yrs with Infosys on various leadership positions.

Just visited a Toyota showroom to enquire about Innova Hycross Hybrid.
Apparently has a waiting list of 2 years, priced at 36 Lakh at upper model.

Toyota surely cudv done better in terms of getting its capacities ready for this demand. New capacity commissioning in 2026.