Categories Amlearnings

7 days 30 days All time Recent Popular
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Mid and largecap portfolio of a much talked about PMS firm:-

1) Abbot India
2) Asian paints
3) HDFC life
4) HDFC bank
5) Pidilite
6) Relaxo
7) Berger paints
8) Lal path lab
9) Bajaj finance
10) Nestle
11) Divis lab
12) Kotak bank
13) Page ind
14) Titan..
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
ESG Score by CRISIL for Chemicals/ Agrochemicals.

Which one do you own from the list?
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Top 15 evergreen SIP stocks:-

1..Nestle
2..Hdfc bank
3..Asian paints
4..United Spirits
5..Godrej Properties
6..Bajaj finance
7.. Balkrishna ind/Astral ltd
8..Pidilite ind.
9..HDFC life
10..TCS..
11..Kotak Bank
12..Relaxo
13..Divis lab
14..Godrej consumer
15..PI industries
AMLEARNINGS , ALL
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Some more small-midcaps which r leaders in thr segment:-

1) Garware technic
2) Delta corp
3) LG bala
4) Bajaj consumer
5) Subros
6) Asahi india
7) United breweries
8) IEX
9) Radico Khaitan
10) Suprajit eng
11) Zydus welln
12) MCX
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Learnings from Sensex Journey:-

Beautifully summarised by Nilesh bhai. A must read for everyone.
AMLEARNINGS
Advertisement
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Take notice when a stock has:-

1..Increase in volumes. New 52 week highs.
2..Increase in Delivery stats
3..Promoters/Insiders buying
4..Consolidation on heavy correction days
5..Reduction of number of retail shareholders in SHP.

You can add more too. Keep moving the Chain.
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Name 3 high conviction stocks guys which you feel would grow it's profits at 15-18% Cagr for next 5 years.

Me:

1.Laurus lab
2..Shivalik rasayan
3..TCI express
AMLEARNINGS , AM LEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Most aggresive small and midcap companies in terms of aggression (Growth/Capex)

1) Laurus Lab
2) Deepak Nitrite
3) Apl Apollo/Apollo tricoat
4) Valiant organics
5) Dixon tech
6) Hind foods
7) Shivalik rasayan
8) Tasty Bite
9) Manorama ind
10) Narco pharma
11) Neogen chem
AMLEARNINGS
Advertisement
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Smallcaps which are either undergoing massive capex or recently got done with it:-
1) Sirca paints
2) Dynemic pro
3) Natural cap
4) Vidhi speciality
5) Shivalik rasayan
6) Rico auto
7) Valiant organ
8) Medicamen bio
9) Fine organics
10) Manorama ind
11) Loyal equip
12) Apar Ind
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
If you are looking to have 12-15% compounding for next 15-20 years,you probably don't need to work hard. This things will provide it:-

1..Asian Paints
2..Hdfc bank.
3..Pidilite.
4..United Spirits.
5..Kotak Bank.
6..Godrej Properties
7..Nestle
8..Titan
9..Divis
10..PI ind
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
It's a must that everyone passionate about equities get to know this amazing highest wisdom free stuff. This incredible site is superior to 100 investing books.If you are willing to learn just make it ur Bible. Do retweet it for the benefit of
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
10 years Stock price CAGR (%) :

1. Alkyl Amine 69
2. Avanti feed 69
3. Deepak Nitrite 59
4. Paushak 59
5..Caplin point 59
6. Bajaj Finance 57
7. Relaxo 53
8. Aarti Ind 52
9. Navin Fluorine 51
10. Balaji amines 50
11. Atul 46

Which one you own or owned?
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Some interesting little talked about Small caps:-
1..Avt natural
2..Artemis
3..CCL products
4..Chemcon
5..Centum elec
6..Kothari ferm
7..Hind rectifiers
8..Eldeco ltd
9..Expleo Solution
10..Kuantum papers
11..DHP india.
12.Max India
13..Tinplate
14..Krebs bio
15..Ashiana hou
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
Some 100+ baggers of last 10-12 years:-

1) Bajaj Finance
2) Caplin point
3) Avanti feeds
4) Relaxo foot
5) Astral ltd
6) Ajanta Pharma
7)Symphony ltd
8) Cera sanitariwar
9) Hatsun agro
10) Alkyl amine
11) NGL fine
12) Navin floro
13) Apollo tricoat

Which will be the next set?
AMLEARNINGS
Arun Mukherjee
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?
AMLEARNINGS , API PHARMA , ALL
Advertisement
Arun Mukherjee
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?
AMLEARNINGS
Arun Mukherjee
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
AMLEARNINGS
Arun Mukherjee
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.
AMLEARNINGS
Advertisement
Arun Mukherjee
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
AMLEARNINGS
Arun Mukherjee
Arun Mukherjee
@Arunstockguru
If you understand this few things you will probably do well in markets:-

Btw: Retweet for the benefit of others..
AMLEARNINGS