TreasureHunt
@TreasureHunt_TH
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A young investor in 2005, huge set back in 2008. A learner as well as sharing my learnings. Trend is my friend. Mkt is GOD.. Equity, Real Estate & Start ups.
Chennai
Joined February 2018
Fully loaded with minimum 3-4 years view. ✓ AFCON INFRA ✓ DAM CAPITAL ✓ ELGI EQUIPMENTS ✓ ENVIRO INFRA ✓ INOX INDIA ✓ STANDARD GLASS LINING ✓ TRANSRAILL LIGHTING #INVESTING #INDIAGROWTH
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Metals are entering into multi year bull run. The global factors supported by technology related demand growth, supply disruption and domestic demand aided by policy initiatives have placed it on a high growth trajectory. My pf stks. ✓ HIND COPPER ✓ SANDUR MANGANESE ✓
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OLA is in a downtrend before it makes a strong bottom. Lots of positive news keeps coming which will play in the long term. #OlaElectric
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Stocks with multi bagger view in the portfolio. ✓ ACCENT MICRO ✓ AMARA RAJA ENERGY ✓ ENVIRO INFRA ✓ ELGI EQUIPMENT ✓ HFCL ✓ INOX INDIA ✓ KELLTON TECH ✓ MINDA CORP ✓ PENNAR IND ✓ SENORES PHARMA ✓ SANDUR MANGANESE ✓ SJS ENTERPRISES ✓ STANDARD GLASS LINING ✓
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I have installed Arattai almost a month back. There is a huge discussion on this happening across social media apps. Unfortunately I could find not even 1% of my contacts here. Slow adoption kills ...Needs brilliant marketing and mass adoption. Users should be happy with "USP"
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Some random tweets. And both Sandur and Sarda Energy have delivered 17--18x return in the last few years. I used to say not all the metal stocks are cyclical and some really stands out. Next is Hind Copper... Get ready for Copper the new Gold theme. #Metals #SandurManganese
@nsaha_nds Maithan we didn't buy, we have Sandur Manganese from lower levels. Sarda energy was one of our top conviction stk from last year lows.
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~ TATA MOTORS The demerger will make two different entities with PV and LCV separately focused. What will make of it..? ✓ TMPV Passenger vehicle with EV growth +leadership and global premium brand ownership and growth. ✓ TMLCV Riding the infra growth of India both
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I think a minimum of 2% GDP gtowth is taken away by deep routed corruption in our country. Basically a 9-10% growth is reduced to 6-7%. China like growth needs China like governance. #GDP #Corruption
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Some of my recent buys have fallen and in small losses but Iam adding more along with my conviction bets. Periods like these are for investors with long term view. It's a matter of time that the lost returns with price and time correction will be "recouped" Stay the course 🤞
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~ Accumulation Opportunity. Stocks from various sectors. ✓ ABB ✓ BAJAJ HOUSING ✓ CE INFO SYS ✓ CG POWER ✓ ENVIRO INFRA ✓ HFCL ✓ HIND COPPER ✓ OLA ELECTRIC MOBILITY ✓ TRANSRAIL LIGHTING ✓ VIKRAN ENGINEERING #Accumulation #Investing
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~ Hindustan Copper A multi year break-out on the card 🔥 ✓ A decadal story with growing demand for Copper & Lithium. ✓ Copper consumption to grow from O.5 kg per person in India vs world average of 3.3 kg person ahead of strong manufacturing push in India. ✓ Electric
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There is a huge crowd in stores across all categories of businesses. Consumer durable, automobile, Textile showrooms etc. The pent up demand is catching up after GST 2.0 Some opinions from store managers to owners...The slow down in half of Aug to Sep 21st will cover in this
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Consumer discretionary spending is the space to watch out for the next few qtrs. The effect of GST2.0 would start kicking in from Oct month along with festivities and major shopping by consumers. Few stocks. ✓ BAJAJ FINANCE ✓ EMIL ✓ GRASIM ✓ RAYMOND LIFE ✓ TATA MOTORS
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The major IT firms like TCS, Infosys, Wipro, HCL, TechMah and LTIMt together hold around 14000 H-1B visas as per USCIS data. The overall implication in terms of annual cost would be around $1.4 billion. This is the straight headline cost if the fee were applied. To be
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The Big Economic rebound. The big bang reforms. Major sectors and stocks. ~ GST Reforms + Clean Energy + Technology ✅ ULTRA TECH - Cement, huge beneficiary ✅ GRASIM - Paint + Cement + Branded textile ✅ RAYMOND LIFE- Branded Textile ✅ EMIL - Organized retail for consumer
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~ TRANSRAIL LIGHTING Asiana Fund is continuously selling post the lock in period. They held around 7.5% stake in the company pre IPO @ 143/- per share. Their avg selling is at around 600/- which is a 400%+ gain in 2 yrs time. Currently their holding is at 3.65%
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