RJ Stocks @RakJhun Twitter profile

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RJ Stocks

@RakJhun

2 months

A 22 year old youngster Swapnil Das was able to rake in a mind-boggling ₹2200 Cr from gullible public by the simple modus operandi of posing with foreign cars, appearing on F2F, RIGI & promising 30% return in 60 days from stock market trading & investment

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@RakJhun

2 years

IPOs can be a Gold Mine of gains if timed properly. Ashneer Grover put his own Rs 5 Cr & borrowed Rs 95 Cr from Kotak at 10% to apply in Zomato IPO at Rs 76 per share. He was allotted Rs 3 Cr shares which he sold immediately at Rs 136. His net profit after interest was Rs 2.25 Cr

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@RakJhun

2 months

Many astute F&O traders are making tons of money. Mitesh Patel recently bought a Porshe Cayenne. PR Sundar owns a Rolls Royce. Subasish Pani has a Lamborghini Urus. Ammu Mahadevan owns a Mercedes S-Class. Others regularly post verified earnings which range from lakhs to crores

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@RakJhun

3 months

29-year old Sharan Hegde has 6M followers & earns ₹60 Cr. He sells finance courses for ₹14,999. He has 150 clients with assets of ₹150 Cr whom he advises as 'Personal CFO' on investment etc. He says there is immense demand & hundreds of finance expert are needed to meet demand

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@RakJhun

3 years

I have the money but I do not have the will to spend it. I don’t ask God for more wealth but to give me the power to give it away. RJ donates 25% of his annual income. He is setting up a philanthropic foundation with a capital of more than Rs 400-500 crore

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@RakJhun

3 years

Man named Vishal Phate allegedly showed screenshots of huge MTM gain from the stock market. He promised investors that a paltry investment of Rs 24 lakh would yield a gain of Rs 6 Cr in one year. He collected Rs 200 Cr from the public. He is now absconding

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@RakJhun

3 years

Reliance is the largest Wealth Creator in the Indian stock market. Over 2016-21, it created wealth of Rs 9.7 Trillion for investors. TCS, HDFC Bank & HUL are in the second-to-fourth spot. Five of the top 10 Wealth Creators are from the Financials sector

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@RakJhun

3 years

Asian Paints is suffocating competitors by not increasing product prices despite hike in input costs. This is hammering the competitors' financial strength. Its growth of dealership network by 50% despite pandemic is mind-boggling. It is a great franchise

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@RakJhun

6 months

Amit Shah has an overdiversified portfolio of 200+ stocks valued at ₹18 Cr. There are no Adani or Mukesh Ambani stocks in it, presumably to avoid controversy. He has Anil Ambani stocks. Wife has similarly large portfolio worth ₹20 Cr. She has invested in Reliance & Adani Wilmar

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@RakJhun

1 month

Ashish Kacholia is investing ₹12 Cr in Concord Control's pref issue. Mukul Agrawal already holds 4.01% worth ₹48 Cr & is investing ₹15 Cr more. Co does work for Railway. M-Cap is ₹1200 Cr. Promoters hold 70%. RoCE is 43%. RoE is 38%. Sales growth is 56%. Profit growth is 106%

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@RakJhun

8 months

There is huge money in training. Vishal Malkan, known for his aggressive marketing campaigns, has reportedly earned Rs 172 Cr over the years from stock market related courses. However, ironically, he suffered heavy loss in his own trading activities

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@RakJhun

7 months

Tejasvi Surya is strong believer in stocks. He has concentrated portfolio of 8 stocks (₹1.79 Cr) with multibaggers like BSE, Strides, Dredging Corp, Indus Towers. He also has diversified (26) Mutual Fund portfolio (₹1.99 Cr). Of net worth of ₹4.10 Cr, ₹3.78 Cr is in equities

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@RakJhun

2 years

I will work till the last day of my life. When my time comes, I will go cheerfully. I am not afraid of Death. It is a part of life. It is inevitable. I don't know when it will come. I cannot predict it. I pray God gives to others the good luck he gave me

Rakesh Jhunjhunwala in conversation with Nikunj Dalmia | ET NOW...

It's a Times Network blockbuster that you cannot miss. Billionaire investor Rakesh Jhunjhunwala is back on ET NOW, in an exclusive interview. How does Rakesh...

www.youtube.com

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@RakJhun

4 months

Vijay Kedia says Electric Vehicles (EV) is a sunrise industry. EV penetration is still very low & will grow rapidly. Investors should not miss investing in EV. According to Small Case, the Top EV Stocks are Hindustan Copper, JBM Auto, Himadri, Exide, Amara Hero MotoCorp, TaMo etc

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@RakJhun

3 years

Radhakishan Damani’s Latest Stock Pick Is A Blue-Chip PSU With High Dividend Yield, Quoting At Steep Discount

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@RakJhun

3 years

Dolly Khanna is bullish about fertilizer stocks. She holds 2.3% of a micro-cap named Rama Phosphate which is up 300% YoY. The Budget is expected to provide fertilizer subsidy of Rs 1.4 lakh crore. All fertilizer stocks are sparkling & giving mega gains

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@RakJhun

2 months

Gautam Shah says Bajaj Finance's PE is 27x right now while it was 55x a couple of years back. Risk reward is in favour of making an investment in NBFC stocks. When the interest rate cycle reverses over next six months, financial services & NBFCs could be the darling of the market

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@RakJhun

7 months

Rahul Gandhi has well diversified portfolio of blue-chip stocks from sectors such as specialty chem, Paints, Banks, NBFC, Pharma, FMCG & IT. He has also invested in Mutual Funds. Pidilite, BajFin, Asian Paints & HDFC Small Cap MF are big holdings. However, there are no PSU stocks

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@RakJhun

30 days

Ashish Kacholia is bullish about Data Centers & Gen-AI & is investing ₹30 Cr in E2E. M-Cap is ₹4200 Cr. Promoters hold 60%. RoE is 26%. Profit growth is 54%. Co supplies NVidia GPUs for AI developers & says Gen-AI market could grow at 42% CAGR & be worth $1.3 Trillion in 10 yrs

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RJ Stocks

@RakJhun

4 months

Dolly Khanna has invested in 1.1% of Nile Ltd, a mfgr of lead used in batteries etc by Amara, Exide, HBL, Kedar Metals. Investment is worth ₹6 Cr. Promoters hold 50%. FF M-Cap is ₹274 Cr. ROCE is 15%, Sales growth is 15%, P/E is 18. Co may be a cheaper proxy for Amara & Exide

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@RakJhun

1 month

Ashish Kacholia, Mukul Agarwal, Lashit Sanghavi, Quant MF & others are investing ₹180 Cr in Ravindra Energy. Co is promoted by Renuka Sugars' promoters & is in solar energy. M-Cap is ₹1500 Cr. Promoters hold 75%. Co is play on demand for alternative energy under PM-KUSUM Yojna

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@RakJhun

4 years

Elon Musk told his followers to use 'Signal', a messaging app which is an alternative to WhatsApp. Investors pounced on a totally obscure & unrelated stock named 'Signal Advance Inc'. The frenzied buying caused the stock to surge 1100% in just two days

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@RakJhun

2 years

The biggest failure of my life is in the inability to dream big. Rakesh rose to the top because he could make huge outsized bets. He was not afraid. His ability to take that bet once he was convinced was truly extraordinary. I wished I had learnt from Jhunjhunwala: Ramesh Damani

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@RakJhun

3 years

The stock market is overvalued and is likely to see a sharp & swift correction soon. The Nifty P/E is at 26.61 vs its historical average of 22.4. All positives are priced in. ViX is rising. It is advisable for investors to pare down positions & raise cash

Market Guru Sanjiv Bhasin says "Now is the time to raise cash"

-----------------------------------------------------------------------------------------💲 OPEN FREE DEMAT & TRADING ACCOUNT NOW: https://bit.ly/3tgktCe📱 D...

www.youtube.com

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RJ Stocks

@RakJhun

7 years

Porinju Ka Dimaag Aur Biyani Ki Daring Means 400% Gain For Investors

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@RakJhun

3 years

Stock Reco: Nazara is India’s only listed gaming company. It has an enviable business model with net cash of Rs 4.8bn. Business model is scalable. Focus is on growth. Industry is nascent with strong long term growth potential (38% CAGR over next 3 years)

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@RakJhun

1 month

A man made a SIP of ₹10,000 for 5 years from 2008 to 2013. He then went abroad & totally forgot about his investment. When he returned in 2022, he found that the SIP of ₹6 L had blossomed into a fortune of ₹1 Cr. "This shows the power of forgetting!"

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@RakJhun

1 month

Ashish Kacholia has invested ₹4 Cr in pref issue of a nano-cap named Texel Industries. M-Cap is ₹55 Cr. Promoters hold 42%. Co manufactures geosynthetic textile products which are widely used in agriculture,civil engineering, water harvesting, pollution control,waste management

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@RakJhun

2 years

A rare picture of RJ & RKD with family at a birthday party. RJ always credited his father & RKD for his success. "My success is because of God's grace & elders' blessings. Damaniji is my Guru. He taught me so many correct things that I can never forget"

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@RakJhun

17 days

Prashant Jain's 3P Fund has invested ₹22 Cr in newly listed Diffusion Engineers. IPO was at ₹168. 3P bought for ₹203. M-Cap is ₹700 Cr. Co mfgs welding consumables. Market is valued at ₹51 Bn & projected to grow to ₹64-66 Bn by FY27. P/E 15x. Peers are Ador Welding & AIA

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@RakJhun

3 years

Specialty Chemicals stocks like Alkyl Amines, Deepak Nitrite & NOCIL have given multibagger gains because they are on a high growth trajectory & seen margin expansion. Motilal Oswal has explained the entire scenario & recommended the best stocks to buy now

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@RakJhun

3 years

Banking stocks have underperformed even though their fundamentals are good. The sector is trading at a reasonable valuation. More than 50% Banking stocks are trading below their 3 year average P/B multiple. It is a good long-term investment opportunity

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@RakJhun

2 months

Ashish Kacholia holds 1.11% of SG Finserv worth ₹32 Cr. He will invest ₹50 Cr more in 11.11 Lakh shares at ₹450. Co provides Supply Chain & working capital Finance to MSMEs who are shunned by Banks & NBFC. Loan book is ₹1900 Cr with 40D churn. 85% is secured. Gross NPA is Nil

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@RakJhun

3 years

I made the mistake playing the theme of financial reforms too early which resulted in big losses for clients. It has started playing now & can be the biggest theme. We have now turned extra-conscious on margin of safety & have tweaked our strategy a bit

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@RakJhun

17 days

Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems. Co has expertise in product engg, Cloud, AI & Automation. Blackstone group are Promoters (52%) & ex-Infy executive Nitesh Bansal is CEO. Co is play on accelerating shift to cloud & AI adoption. Reasonable valuation

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@RakJhun

25 days

Vikas Khemani's Carnelian Funds have reported impressive 12 month results ranging from 48% to 91%. His personal portfolio is worth ₹850 Cr & is concentrated with only 3 stocks. One stock PTC Industries is worth ₹752 Cr. Fund holds mid-cap multibaggers like Senco, Anup Eng, etc

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RJ Stocks

@RakJhun

15 days

Ashish Kacholia has invested ₹60 Cr in 2.52% of Jyoti Structures. M-Cap is ₹2400 Cr. Co was rescued from insolvency by Sharad Sanghi of Netmagic. Co is play on infra & power sector as it has expertise in turnkey EPC solutions for electricity transmission, distribution (T&D) etc

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@RakJhun

2 months

History shows that rate cuts are not always a bullish sign esp during ultra-bullish markets. Instead, they signal that economy is in trouble which leads to topping of markets & a crash. In 2001 & 2007, markets had a brief bounce after rate cuts & then plunged a mammoth 51% & 58%

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@RakJhun

5 months

Madhu Kela says the housing finance sector has very good tailwind for next decade. Cos are available at reasonable valuation. Some really good run housing finance co are available at 1x Book Value which is very-very good risk reward. Winners could come from here in next 2-3 years

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@RakJhun

27 days

Skipper is India’s largest & the World’s only integrated Transmission & Distribution (T&D) company present across the entire transmission chain. Healthy order book of ₹5,844 Cr gives multi year Revenue Visibility. Balance Sheet is robust. TP ₹600 (+44%)

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@RakJhun

6 months

Expert economists say that various freebies promised in Congress manifesto such as hike in MGNREGA, MSP, Mahalakshmi Scheme of Rs 1 lakh per year, National Social Assistance pension, writing off student loans will cost Rs 15 lakh Cr & could cause "full-blown fiscal blowout"

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@RakJhun

5 months

Kotak says many multibagger stocks incl PSUs are based on ‘narratives’. Valuations are frothy & unsupported by fundamentals. Strong buying by mutual funds has created cycle of flows & returns. They could see correction of 50-75% if market takes realistic view of their prospects

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@RakJhun

2 years

Zerodha has sufficient capital to continue running its business for 13 years even if the revenue goes to zero. Its networth as % of total customer funds is more than 25% which may be amongst the highest globally. It has always been zero-debt business. Everyone holds stock options

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@RakJhun

1 month

PPFAS MF is cautious about the market. It has cash of ₹14000 Cr which is 20% of AUM. Quant MF has 17000 Cr which is also 20% of AUM. "It is time to be more conservative in terms of future outlook. It is not a time to be very aggressive in terms of investing”, Rajeev Thakkar said

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@RakJhun

3 years

You are the biggest fool in the world if you bought junk cos being sold by venture capitalists at crazy valuations. You deserve no sympathy at all. But if you are moderately intelligent, there are a number of bargains in the smallcap space right now

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@RakJhun

7 months

Shashi Tharoor's FY 2022-23 income was Rs 4.32 Cr, highest in 5 years. His net worth is Rs 49.32 Cr. He has no Indian stocks but has invested in several Indian mutual funds. He has invested Rs 9.3 Cr in foreign equities & Rs 3.4 Cr in foreign bonds. He holds Options & Bitcoin ETF

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@RakJhun

6 months

Pulak Prasad's Nalanda Fund has 25 stocks in its portfolio valued at ₹40,200 Cr. Top 10 account for 71% of the value. Havells is the most valuable. Matrimony is the least valuable. Page is held for the longest (14 years) & has given biggest 82X return. 7 stocks failed (<10% RoI)

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@RakJhun

5 months

Jefferies says Modi is unhappy about retail investors speculating in F&O. "Indian prime minister has a natural suspicion of those making money out of money, most particularly in zero-sum game like options". So, new Govt may either hike capital gains tax or increase holding period

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@RakJhun

4 years

Vijay Kedia's net worth has surged from Rs. 244 Cr to Rs. 518 Cr on a YoY basis. His blockbuster portfolio stock picks include Neuland Laboratories (up 650%), Ramco Systems (575%), Vaibhav Global (422%), Tejas Networks (409%) and Affordable Robotic (282%)

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@RakJhun

16 days

Madhu Kela is bullish about Farsan & Snacks market. His Fund already holds ₹70 Cr of Prataap Snacks. He & Sanjay Dangi (Authum) are investing ₹847 Cr to buy 47% from promoters. Malabar Fund owns 3.35% worth ₹84 Cr. M-Cap is ₹2500 Cr. Snacks market will grow to $24 Bn by 2028

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@RakJhun

6 months

PPFAS MF has bought 37,950 Nifty 22000 CE of Dec 24 for ₹1942. Total premium paid is ₹7.37 Cr. Options CMP is ₹1793 meaning there is a MTM loss of ₹57 Lakh. Upside potential is unlimited. Downside is limited to premium paid. A rise or fall in ViX will affect the position

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@RakJhun

6 months

ET says that yesterday's crash of 1100 points in Sensex was caused by CNBC-TV18 tweet that Income-Tax Dept is planning sweeping changes on capital gains after elections, which spooked market. Nirmala Sitharaman clarified that tweet was "pure speculation" & this soothed sentiments

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@RakJhun

3 years

Stock Reco: Deepak Nitrite has the most lucrative profile in the entire Specialty Chemicals space. It has one of the best RoE profiles. Focus on advance/high value products would aid margin expansion, sustainability & may command higher valuation multiple

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@RakJhun

3 years

A trader named Ghanshyam earned Rs 1 Cr in one single day. He appears to be consistently profitable. He has advised that if we approach trading with a sensible mindset & proper risk management there is no limit to how much we can earn from the stock market

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@RakJhun

5 months

A trader has explained how he makes 30% a year. He has invested 90% capital in G-Sec which earns 6%. The G-Sec is pledged & margin money is deployed in Options to earn modest 0.5% per week which amounts to 24% annually. A disciplined approach is followed

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@RakJhun

6 years

NAMO Is "Most Towering Leader" & Will Be PM In 2019, RaGa Has "No Credibility": Rakesh Jhunjhunwala

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@RakJhun

1 month

Prashant Jain says the high valuation of equity markets is justified on PE multiple. “Growth rates have moved from 5-6% to 7% & more. Secondly, cost of capital in India has reduced drastically. As cost of capital moves lower,naturally,PE multiples move up"

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@RakJhun

6 months

Sandip Tandon of Quant MF says he is playing safe in market right now by reducing High Beta stocks & raising cash. He will buy if market corrects further. He is bullish about Reliance & Jio Financial. He says 2024 will be the year for Metal & Mining stocks (Vedanta, NALCO, SAIL)

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@RakJhun

5 months

Kotak warns that valuation of many Cos are unsustainable. 104 Cos are trading at 50X+ PE. 9 Cos are trading 100X+ PE. 100X PE wil need 83,000X earnings in 100th year to justify current multiple. Several high PE cos are in ‘traditional’ sectors, which face massive disruption risks

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@RakJhun

6 months

Nemish Shah is a believer in the merits of a concentrated portfolio with big bets in few stocks. His portfolio is worth ₹2944 Cr of which one stock alone, Lakshmi Machine Works, is worth ₹1862 Cr. His holding in Asahi Glass is worth ₹653Cr. Jhunjhunwala called him his 'mentor'

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@RakJhun

4 years

Is HDFC Life (CMP 690) a good stock to buy given its stature as a Blue-Chip & Fail-Safe powerhouse? According to Saurabh Mukherjea, the Co is different from other insurers. Also, its EPS is twice the reported profitability & P/E is half of calculated P/E

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@RakJhun

3 years

Birlasoft has delivered an impressive 282% YoY return. However, ace investors like Ashish Kacholia, Mukul Agrawal & Ashish Dhawan are gently easing themselves out of the stock. This suggests that the stock may have reached a growth saturation point

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@RakJhun

3 years

Ramesh Damani & Anil Kumar Goel have joined hands in Panama Petro, a micro-cap with multibagger prospects. The stock is up 200% YoY. The Promoters hold 71%. It has a ROCE of 33% and a debt:equity of 0.12. The P/E ratio is 8.07. The Dividend yield is 0.96%

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@RakJhun

4 months

Nikhil Kamath says he has investment in Radico Khaitan worth ₹400 Cr. Alcohol is a $70B Business in India. Madhu Kela & Mukul Agrawal also hold the stock. Radico has outperformed peers with premium liquor brands like Rampur Whisky, 8PM Whisky, Magic Moments Vodka & Contessa Rum

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@RakJhun

3 years

Modi Govt has done a phenomenal job on the economy. India is entering new phase of growth with double-digit run for next few decades. I am a capitalist. The only panacea for this country is growth. Modi is a distilled socialist who thrives for big picture

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@RakJhun

6 months

Vijay Kedia is bullish about tourism & has added 2.92% of Global Vectra Helicorp. Co has 29 helicopters used for Oil & Gas, religious tourism (Vaishnodevi, Kedarnath), Air Ambulance, Elections, Surveys etc. M-Cap is ₹222 Cr. Promoters hold 75%. Free Float M-Cap is only ₹56 Cr

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@RakJhun

5 months

Anil Agarwal advised we buy Copper, Aluminium, Zinc & Silver as demand is growing at double digits, much faster than supply. Sandeep Tandon said his Fund is "grossly overweight" metal & mining stocks and that 2024 will be "Year of Metal". We can see this playing out real-time

CN Wire

@Sino_Market

5 months

⚡Shanghai #silver hits an 8% limit-up on Monday morning. #Gold rises about 3%. #Copper opened up 5.5% and then also hit a 7% limit-up. #Nickel +5.4%, #tin +5%, #zinc +3%, #aluminum +2.3%. #IronOre rises 1.86%, steel #rebars are up 1%. INE crude oil +1% #OOTT #China #Commodity

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@RakJhun

5 months

FIIs have goofed up badly by ignoring the repeated Buy Calls of Modi & Amit Shah & taking aggressively bearish positions. They are short 3.18L Index Futures & 3.56L Index Options. The Index will open gap-up a minimum 2% (Nifty 22900) which will lead to a frenzy of short-covering

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@RakJhun

3 years

I made very large investments in Tata Steel and JSPL. There is a lot of money in commodities. The commodity cycle is going to last for a minimum of five years. The valuations were absurd. When compared to cash flows, the valuations are still absurd

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@RakJhun

3 months

Prashant Jain is very bullish about bank stocks. His 3P Fund has allocated 31.4% to 5 Banks. The banking sector will grow faster than the GDP. Balance sheets are extremely healthy. Sector has been underperforming for a long period. So, there is upside left

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@RakJhun

5 months

Madhu Kela is bullish about premium liquor cos like Radico. Demand is growing. With global brand, Co can charge premium though costs remain same. Whisky can be sold for ₹500 & also at ₹5 lakh. "If you build a brand, you make serious money as done by Pernod Ricard & Diageo"

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@RakJhun

3 years

According to Jefferies, Reliance (CMP Rs 2095) is a buy for a base target of Rs 2,580 & a bull case target of Rs 3,150 (59% gain). If this comes true, the target of 16800+ projected for the Nifty (CMP 15400) will be achieved. So we should keep buying dips

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@RakJhun

3 years

In the stock market, how long it takes is important. But how long it lasts is more important. Investors should focus on the business model, the cash flows & its sustainability. Zomato is now valued at Rs 1 Lakh Cr. But will it ever earn Rs 3000 Cr in cash?

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@RakJhun

2 years

A micro-cap named Vidhi Specialty has stayed strong in the downtrend. It is up 92% YoY & 600% over 5 years. Promoters hold 64.27%. RoCE is 33% & P/E is 32. It is stated there are 'Huge Growth Opportunities', 'demand supply gap' & 'long runway for growth'.

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@RakJhun

5 months

Sandeep Tandon says RIL is top holding in all his schemes because Co will get big upside after demerger. Also, market is giving absurd valuation to green energy & AI but is ignoring RIL even though it is building big in these spaces. It is not a contrarian call but is data-driven

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@RakJhun

3 years

Investors can sell their diamonds but should never sell stocks. Market can do in next 10 years what it has done over past 40 yrs. You have to be greedy all the time in market. Don’t bet against India. At 20% CAGR Sensex will hit 300000 level in next 10 yrs

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@RakJhun

2 months

Out of 11 Bajaj cos, 9 are glorious multibaggers. Bajaj Finance & Finserv are flagships. Bajaj Consumer & Bajaj Hindustan are laggards. Experts say Bajaj Housing Finance will follow the path of BajFin & Finserv with projected 30% AUM growth & ROE of 15%+

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@RakJhun

6 months

Nemish Shah likes to buy big stakes in small cos. His latest investment is 7.17% of Hi-Tech Gears worth ₹118 Cr. Promoters hold 56%. FF M-Cap is ₹725 Cr. Co has 5 plants across World & sells auto comps to global marquee clients like Benz, JCB, Bosch. No Mutual Funds hold stock

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RJ Stocks

@RakJhun

5 months

Copper prices are rising due to surge in demand. "We need to mine as much copper in next 20-25 years as we've mined in last 10,000 years". Anil Agarwal & Stanley Druckenmiller have also said that demand is growing much faster than supply. Hindustan Copper may be the beneficiary

roatan2

@mambamayor

5 months

“We need to mine as much #copper in the next 20-25 years as we've mined in last 10,000 years.” - Robert Friedland

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RJ Stocks

@RakJhun

10 months

Sunil Singhania’s (Abakkus) purchase of 6.7% of Shriram Pistons appears to be because of its EV prospects. The Co is a small-cap with low free float. It is a market leader in piston rings and engine valves. It has low debt, high RoE and high EBITDA margin

Sunil Singhania’s (Abakkus) purchase of 6.7% of Shriram Pistons appears to be because of its EV...

Sunil Singhania’s (Abakkus) aggressive purchase of Shriram Pistons appears to be because of its EV prospects. The Co is a small-cap with low free float. It is a market leader in piston rings and en…

rakesh-jhunjhunwala.in

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RJ Stocks

@RakJhun

3 years

The market is oversold. The sentiment is bad. So, it is now an excellent buying opportunity. India has been has been in an uptrend & is the outperforming market in the world. The target for Nifty is 20400 in CY2022. Bank Nifty has upside potential of ~15%

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@RakJhun

6 years

If SSC Pass Like Radhakishan Damani Can Make Billions From Stocks, Why Can You Not Asks Rakesh Jhunjhunwala

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@RakJhun

5 months

Prashant Khemka of White Oak says the Market will open Gap-Up 2-3% on Monday (Nifty 22500 to 23000). There will be large magnitude of FII buying in the coming days. Market can double over next 5 years if earnings grow at 15%. It is implied that all dips are buying opportunities

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@RakJhun

1 month

Manish Chokhani has warned that market may be poised for a 2007 type gigantic climax (it crashed 65%). There is unsustainable hype around AI. Valuations are high. Warren Buffett may have foreseen it & has sold 50% of Apple holding & sitting on $275 Bn cash

'If Warren Buffet Is Sitting On Cash....': How Manish Chokhani...

Manish Chokhani, Director, Enam Holdings on the global scrutiny and impact on Indian markets. He says that 'The world is undergoing a regime change. India's ...

www.youtube.com

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RJ Stocks

@RakJhun

14 days

Quant MF holds 2.76% of Heubach Colorants, a MNC, worth ₹41 Cr. It has added more shares worth ₹16 Cr. M-Cap is ₹1400 Cr. Co is among the top producers of organic pigments in the world. German Parent Co has filed for insolvency. Sudarshan Chem wants to acquire the parent Co

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RJ Stocks

@RakJhun

2 years

However, despite his quick-fire gains in Zomato, Grover is not much impressed with stocks. He says creating a stock market equity portfolio by hedging bets fetches only mediocre returns. If you want to create wealth, you must put money on high-risk early-stage founders, he says

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RJ Stocks

@RakJhun

3 months

Prashant Jain’s 3P India Equity Fund has AUM of ₹10,612 Cr. 82% of AUM is invested in large caps. Top 5 holdings HDFCB, ICICIB, Reliance, SBI & Axis constitute 36% AUM. Fund gave 58% YoY vs 45% for Nifty 200 & 33.7% for Nifty 50. Fund expects to earn 12% CAGR over the long term

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@RakJhun

6 months

Piyush Goyal & wife have a joint net worth of about ₹100 Cr. They have a properly diversified portfolio of blue-chip stocks like HDFC Bank, SBI, IDFC FB, Titan, TCS, Bajaj Finance, Bharti Airtel, Zomato. Bank stocks have the highest allocation. SBI is the only PSU in portfolio

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RJ Stocks

@RakJhun

2 months

Anil Singhvi has recommended Protean e-Gov Tech to buy for a potential gain of 100% in 2 to 3 years. Co is a pioneer and market leader in digital public infrastructure & e-governance (eKYC, PAN, OLTAS, Aadhaar, ONDC, Pension) & will benefit from the increased digitisation.

Zee Business

@ZeeBusiness

2 months

#GaneshChaturthi2024 | Anil Singhvi की दमदार विघ्नहर्ता शेयर 🟥खरीदारी के लिए के लिए परफेक्ट शेयर 😁 #StockMarket #TradingTips @AnilSinghvi_

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@RakJhun

1 month

Quant MF is cautious & raised cash allocation from ₹12269 Cr in July to ₹17102 Cr in Aug. Cash is 19% of AUM & is highest among all mutual funds. 5-6% cash is normal. "Not the time to exit the market but investors need to play safe" Sandeep Tandon said

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RJ Stocks

@RakJhun

3 years

My return from trading is 100% because there is no capital employed. I pledge my shares &raise margin money for trading. It is not wrong to leverage, especially when the opportunity is great. I use the trading profits to buy stocks for long-term investment

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RJ Stocks

@RakJhun

2 months

Thangamayil Jewellery is entering a golden era & is a high-conviction buy. It is the D-Mart of jewellery retail sector. ROE will improve to 32% substantially surpassing that of Titan. Valuation discount of >60% not justified. Significant rerating expected

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RJ Stocks

@RakJhun

2 months

Hindenburg's exposé of Adani had caused a steep plunge which provided a golden buying opportunity to investors. Rajiv Jain's GCC made 130% gain by buying truckloads. We have to see whether the new exposé, expected to be released on 15th Aug, provides a similar buying opportunity

Hindenburg Research

@HindenburgRes

2 months

Something big soon India

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RJ Stocks

@RakJhun

7 months

Vijay Kedia says correction is opportunity to buy tourism related stocks like Airlines (Indigo), Airports (GMR), Lounges (Dreamfolks), Resort (MHIL), Travel Agent (EMT), Hotel. Sector is neglected but there is now interest amongst people to travel in India

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RJ Stocks

@RakJhun

2 months

Ramesh Damani has invested ₹10.2 Cr in 800,000 shares (0.6%) of NIIT. Co provides IT & BFSI training courses. M-Cap is ₹1700 Cr. Promoters hold 35%. Co says more Global Capability Centres (GCCs) are coming to India & need skilled personnel. Hiring demand by Pvt Banks is robust

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RJ Stocks

@RakJhun

6 months

Shankar Sharma says that if the BJP loses & the I.N.D.I.A alliance forms the Government, there will be a "mind-boggling rally" because the dreaded LTCG tax will then be repealed. Chidambaram had in fact introduced STT in place of LTCG but the BJP revived LTCG & also retained STT

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RJ Stocks

@RakJhun

3 years

I lost Rs 2.5 Cr in a 40% Draw Down. I learnt from mistakes & reworked my strategies. Due to this, I recovered the losses. In just 4 months from Sep to Dec 21, I made Rs 5.8 Cr on capital of Rs 10 Cr. Consistency & learning from mistakes is key to success

How Much Money I Made From Trading Till now (2021-2022)

POS Traders Club:-Website - https://powerofstockspro.com/iOS - https://apps.apple.com/app/power-of-stocks-pro/id6450297635Play Store - https://play.google.co...

www.youtube.com

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RJ Stocks

@RakJhun

3 years

Multibagger hunters like Dolly Khanna, Anil Kumar Goel & Sunil Singhania are aggressively buying top-quality textile stocks like Rupa, Siyaram, Vardhman, RSWM etc. Many stocks have already given 100%+ return. Experts say the sector is a $200B opportunity

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@RakJhun

5 months

Prashant Jain is bullish about Senco Gold & Zomato. He says consumer discretionary is better because habits are changing & markets are moving from unorganised to organised. He opined market will give 12% CAGR Return over long-term given due to macro fundamentals & growth outlook

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RJ Stocks

@RakJhun

4 months

Ramesh Damani says a good stock picker should be able to double his or her money every 3 years which will cover a lot of errors & lot of laggards in the portfolio. They should buy "rupaye ki cheez athani mein". He says Pharma stocks have good value & he is buying lots of them

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