Performance of HDFC flexicap fund

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Midcap # 10 CAMS services MCap 20K Cr INR Extremely high ROCE and ROE - Best fundamentals 45% Op margin (cash generating machine) Biggest player in the duopoly business, Venturing into new areas Upgrading the tech platform Business will only grow, microsips are coming!

Titan Biotech - It is on a 20% Upper Circuit Today

Slow Steady Stable Great Risk Reward Narayana H in last month

Electrosteel casting is up 7% today

Everyone trying to make best of the market bull run including promoters. Important to distinguish between promoters selling to make opprtunistic money vs promoters selling for other reasons.

Special situations like demergers could be an opportunity for a tonne of wealth creation.

Someone trying to impersonate me. Making clone ID and posting all my posts. Please be watchful.

Bajaj housing hitting the ball out of the park....160 against issue price of 70.

Fiem Industries - Still available at a good valuation. All parameter showing the characteristics of a consistent multibagger story. Study and then invest. MFs will start chasing it soon.

With NBFCs expected to do well with future rate cuts, bet on the best quality safe NBFCs that have shown big profits in lean period. Some large NBFCs will double their profits in just few quarters. Chola Invest is the best NBFC in my view for it's size, scale, performance.

LT foods up 10% today. Rerating candidate.

Godfrey Phillips - hitting back to back new highs. 10K soon.