Avi 🏆🥈

All crap stocks are purchased by people and quality stocks are dumped. : ) One such company I purchased from the Pharma sector. The importance of semiglutide generic launch India is a good opportunity where affordability matters more than brand. #nifty50

AI is the future and it can't be overlooked. Our Indian cos may be late to the party but catching up with the rest. The massive corrections have compelled me to assess some of these cos and have included them into personal portfolio. Disc: No reco for investment. #nifty50

Panic buy/sell always leads to mistakes. If you know the reason of investment then there is absolutely nothing to panic because of short term volatile conditions. Traders like jane street made money because of your unnecessary fear and sometimes using manipulation. #nifty50

Nitin Gadkari is an educated minister who is promoting ethanol blending without explaining the high usage of water sources. India is rising in population. Any scarcity of water may bring adverse effects. So, what's the purpose of promoting such high risk ventures?

Every time a big layoff happens, it's a huge setback for economic activity. On paper the company became efficient but the nation lost tax revenue. There is nothing to cherish and the govt must be proactive on creating jobs in sunrise sectors having long-term prospects.

India has already lost every good opportunity because of its policies. Take a look at the IT sector. These companies could have put some part of the profits into niche product development. However, they never thought about automations without human intervention. #nifty50

Robust Q4 results even during slowdown in economic activity shows the efforts of the Management of #Himadrispecialty I was amazed to know the efficiency with which expansions are being implemented. Kudos to the Management for thinking decades ahead about growth. #nifty50

Havells India — diversified consumer electronics and power distribution equipment maker. I have added into my personal portfolio looking at the long term prospects. Summers are getting harsher 🌞🏖️ Fans, ACs and Refrigerator sales may increase. No reco for buy/sell. #nifty50

Trent — good Q4 results with bonus shares on the card. RMG business stable, Margins improved YoY. Store additions. Funds raising approved for future growth. Disc: Holding and have no reco for buy/sell. #nifty50

My Take — The Indian IT industry got a sucker punch this Q4. Unless, they hire AI specialists who can turn imagination into innovative products, these companies will perish in the long run. Job cuts will never help the companies sustain in this game. #nifty50

Godfrey Philips — Added to portfolio in view of modern lifestyle of the youth. The consumption of tobacco products remained intact even after GST increase. Disc: I have no reco for the listed co. I never promote the consumption of alcohol and tobacco products. #nifty50

I have stopped worrying about anyone selling in the market. A good company may face short term hiccups but in the end everything falls in line. No more I absorb any media tips and fear mongering. Now, I buy and hold until I feel to do so. I'm my own advisory co. #nifty50

3 Defense stocks particularly, shipbuilders included into portfolio. — Garden reach, Mazagaon dock. Pearl global — Global supply going strong. Apparels market will recover Disc: No buy/sell reco on any of the discussed listed companies. #nifty50

Jindal Stainless — steel consumption to increase. Looking at the future demand prospects, I have included the company into PP. The company is focussed on B2C with stainless steel demand growth. Disclosure: No buy/sell reco on any discussed company. #nifty50

Jamna Auto Industries — market leader in commercial vehicle OEMs. I feel the company can be a major benefactor of the EV policy where public transportation is being transformed. Disc: I hold this small company in PP. I have no recommendations of buy/sell. #nifty50

Piccadilly Agro — Premium Alcoholic beverages growing steadily. LT Foods — War tension may ease in the West Asia region. Disc: Both included in PP and have no buy/sell reco. #nifty50

Trent — newest brands, store additions, improved sales and Gst rationality will push the much needed growth. Eicher Motors — the Royal Enfield brand is growing globally with youth appreciating the design and price range of the models. Disc: added to PP with no reco. #Nifty50

Titan ltd — long way to go. ☺ Jewelry, watches, perfumes, bags, etc each segment has the potential to grow further. The stores are going global with international brand tie ups. And, the stock also gave good returns even when the markets plummeted. Disc: No reco. #nifty50

Dixon Tech — post correction. I find the valuations have become close to normal. With the Govt focus on increasing electronics manufacturing and exports, I feel the company has long term growth. Disc: Accumulated. No buy/sell reco on the discussed co. #nifty50

Precision Wires — a small company manufacturing copper winding wires used in multiple electrical products such as motors, transformers, generators, home appliances, hand tools, etc. Disc: Invested. No buy/sell call. #nifty50