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

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

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

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..

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

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?

How will the broking industry perform next few years? This is a question I get asked often, more recently.

I usually say, if you can tell me the Nifty direction or volatility, I can tell you what the broking industry will do. Because both are positively correlated. 😃

1/2

User growth depends on whether the markets (Nifty) go up or not. It took >10 years to reach the high made in 2008 in terms of new user addition (total NSDL + CDSL Demat).

Revenues are based on market volatility. The more the market moves, the higher the revenues generated. 2/2

Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

The resilience of the Agriculture sector (3.6% growth vs economic contraction)

Focusing on People, Planet & Profits: Investments continue in Animal Feed & Astec's businesses

One of the challenges that management overcame was robust distribution in COVID.

2/ From the desk of the chairman (Mr. Nadir)

- Strong performance in Animal Feed biz (margins expanded) & Astec Lifesciences
- Being in 5 cyclical businesses, is a hedge as the outperformance of a few compensates for others
- Will continue to invest in R&D & a +ve outlook.

3/ Numbers that matter

Rev down 9%
EBITDA margin of 10%
PAT (ex. one-offs) up 60%
Weak cash flows: led to jump in debt

Diversified: 47% Animal Feed | 17% Crop protection | 16% Dairy | 11% Vegetable Oil | 9% Poultry & Processed Foods
4900+ Employees
15cr R&D Spend
256cr capex

4/ Agricultural sector macro overview

- Vaccination program is the only key to riches here
- FY21 was a windfall for Agriculture: Rainfall which was highest in last 25yrs, higher sowing, higher food grain production
- FY22 has started on a +ve note with better Rabi harvest YoY

Am happy not owning HDFC bank. Feel their best is over and the quality of services is no where what it was.

#chemicals surpassed #FMCG in valuations.. valuation range is 60x - 100x now. Chemicals will have much higher growth rate than FMCG for next 10 yrs

In the late 1990s, there were several IPOs (in the USA) that altered how investors viewed stocks.

Not just stocks, it changed what people thought a successful business looked like.

There was an e-commerce company. You might be making guesses as to where this is going.

A successful business was one that was making profits. Simple.

This was the least requirement - up until now.

And then came a slew of tech companies that had a dot-com at the end of their name.

One of these was an e-commerce company.

It had operations in California and was looking to expand its warehouses to all over the US. And therefore, it needed the money from the IPO.

Skeptics worried if the smaller size of the orders would make economic sense for the company to deliver.

Some were sure it would work and that the skepticism was a result of people not understanding how the internet worked.

The company’s IPO launched. And then the stock was listed on Nasdaq.

It climbed.

But the company kept facing troubles.