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Arun Mukherjee
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Arun Mukherjee
@Arunstockguru
Pharma and API remains one of my favourite sector for the time being. There's lot more wealth creation journey left.
Since a while been bullish on Laurus, Shivalik Rasayan, Medicamen biotech,Fredun Pharma etc. Own most of them since last few yrs now.
What are your favourites?
Arun Mukherjee
@Arunstockguru
Interesting Companies to Play the Agri theme:
⚡Coromandel International
⚡Escorts
⚡M&M
⚡Dhanuka
⚡VST Tillers
⚡Swaraj Engines
⚡Mahindra EPC
⚡Bayer
⚡Chambal Fertilizers
⚡Deepak Fertilizers
⚡Bharat Rasayan
⚡Kaveri Seeds
⚡Nath Bio
Which one do you like the most & why?
Arun Mukherjee
@Arunstockguru
Some small caps but leaders in their category by quite a stretch:-
1) Associated Alcohol
2) Action construction equip
3) Jamna auto
4) Oriental carbon
5) KSE Ltd
6) Nocil Ltd
7) Praj ind
8) Triton valves
9) Honda siel power
10) Balaji amines..
11) Precision Camshafts
Arun Mukherjee
@Arunstockguru
From my personal stock market learnings. Hope it helps. Also do add your learnings too so that those too gets added and we have a great checklist in hand.
Arun Mukherjee
@Arunstockguru
Here's My List Of Top 10 Big Opportunity That Could Lead To The Next Billion Dollar Companies :-
• D2C
• FinTech
• Blockchain
• Solar Energy
• Content Creation
• Cancer Research
• Meat Alternatives
• Artificial Intelligence
• EdTech & E-Learning
• Smart Home Technology
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Arun Mukherjee
@Arunstockguru
If you understand this few things you will probably do well in markets:-
Btw: Retweet for the benefit of others..
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