Nifty 50
Hoping a reversal from here, tomorrow.
Vivek Bhai says that we should not see the market on daily basis especially when we're fully invested and don't have more money to add
or average and market is falling.š
Simply, I keep myself busy with my students š¤£
May God save the World from those THUGS who
1 ask us to guess stocks names
2 show their portfolio with gains of crores
3 give us calculation of crores if we had invested 1 lakh in some random stock around 25 years ago
There should be slaps/kicks also on X to give them
š¤£š¤£šš
V200
11.4 ROE
4,283 Profit Highest Ever
1,284 June25 Quarter Profit Highest Ever
90.3 STH
0.50% Net NPA Lowest Ever
Profit Growth
5 Years: 39%
3 Years: 55%
TTM:35%
Had to catch it as it was on bull run since the day Vivek Bhai talked about it on Youtube
Thanks to Vivek Bhaiā¤ļø
One thing that I learnt in these years from stock market:
NEVER buy any stock at life time high. No matter how good the company is.
Always buy below 200 DMA.
You'll always have the upper hand and thus make money continuously.
Always be patient.
All credit goes to Vivek Bhaiā¤ļø
Indiamart Intermesh Ltd
V200
34.2% ROCE
0.02 Debt
14.92% Retailers Only
590 TTM Highest Ever
Profit Growth
10 Yrs: 30%
5 Yrs: 29%
3 Yrs: 21%
TTM:62%
First & Largest B2B digital marketplace in India
(60% market share)
High Growth Stock
My Old Trade
No Reco
Thanks to Vivek Bhaiā¤ļø
MARKSANS
Part 2
Keeping in my watchlist
Not bought yet
Although the chart looks attractive
Manangement expects improvement in Q2 & Q3
No Recommendation
Thanks to Vivek Bhaiā¤ļø
MARKSANS
20% ROCE
0.13 Debt
352 NP 2nd Highest
1430 Order Book
About 325 to be executed in Q3/Q4 FY26
+0.95 % DII in June 25
1.10% Kotak in last 2 Qtr
30.74% Retailers
711 Cash
Capex:37.8 cr
R&D spend:12.1 cr
Margin 16.1%
impacted by employee costs & one time provision(10.48 cr)
Sanofi India Ltd
V40
With almost 50% upside potential.
This is enough reason for me to buy.
I don't dare to study it more.
(Finally my GTT triggered todayš¤£)
Thanks to Vivek Bhaiā¤ļø
My favourite stocks GTTs ( Sanofi and Mapmyindia) still waiting to be triggered. But looks like they are scared of my GTTs as their price are running awayš¤£š¤£š¤£
CMS Info Systems Ltd
V200
23.7 % ROCE
Debt Zero
18.2 PE vs 25.4 Industry PE
19.4 Median PE
70% STH (A Grade Institutions)
164 CWIP
375cr TTM Highest Ever
94cr June Quarter Second Highest
Top class management
Marke Leader in Cash Logistics Sector
No Reco
Thanks to Vivek Bhaiā¤ļø
Asian Paints Ltd
V40
Market Leader
25.7 % ROCE
+5.47 % DII in June 25
4,424 CF
1,254 CWIP
+ 690 crores additional capex for manufacturing facility
Beautiful RHS with breakout confirmation
Indian Elephant on the moveš
No Recommendation
Thanks to Vivek Bhaiā¤ļø
Praj Industries Ltd
V200
Monopoly
10,000cr Revenue Guidance for 2030
Order Book 4,200
Recent bad quarter gave me opportunity to buy it
Making a W at a strong support with good volume
No Recommendation
Thanks to Vivek Bhaiā¤ļø
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