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Says Eicher AR themselves never spoke of motorcycles when the top investors bought it. Says insiders themselves didn't know. Official records prove that the most informed deep insiders don't themselves don't know it
Samir Arora Says Icici and kotak has very valuable subsidiaries #webinar #investing
Samir Arora to Rahul Arora on the webcast- own 2 telecom stocks. They have raised interests in india. Says RIL is diff in capital raising if you look at the nature of its investors- raised all levels with "heavy hitters"
While bharti Airtel for the time being has issued a denial statement, the conviction I had shared on telecom some months back remains. Continue to like sector
In case someone missed there's a 40-50 pct move in inox/pvr. Phoenix about 25 pct. (Shoppers stop which I don't own did fab) God bless opportunity with cash.
Huge diff in a denial and "no activity to report" Activities needing reporting are conclusive. Privileged discussions aren't. Airtel: Amazon-Airtel deal: Telco says keep engaging with OTT partners; but "no activity" on stake sale
And some people liked the fact that I was supposedly smoking when I said big money coming in. Bharti, jio, hul, kotak and now this- Amazon in talks to buy $2 billion stake in Bharti Airtel -
Glenmark shining. Once again ignore bricks as in the end what matters is what you make not what you don't. All that matters are facts and people who argue on facts not those meant to argue on whatever you do for their ego
What a move in both HDFC bank and Bajaj finance. Downgrades ki jai ho. 🙏
5 consecutive days of super inflows. Massive fii no today of course aided by kotak. Dii net positive too. Ril, bharti, kotak...what next?
Good update by ambit on may 29 to bharti Airtel. Says premium india 1 digital play.
Business standard reposts- reliance issue already fully subscribed. Still 2 days to close.
Reliance is a good Idea. (What a pun) 🤣🤣
Have been bullish on telecom and it has so far rewarded. Feel more steam in both RIL and Airtel. In fact RIL remains best large cap pick. bharti in top too. HUL, Icici in other large caps. Many opp in mid caps specially gold financing. Continue to like and own pharma and chem
Good to see last 3 days. But trend will confirm if the amounts keep adding up. Bharti was another one post RIL that saw interest. Keep glued.
Good to see more opening up. Phoenix mills on initial radar as malls open.
Big big upgrade on bharti Airtel from ambit. 460 target upped to 808 in its detailed note issued today. Will read over weekend and share points
Good set of nos from Heidelberg cement. 😊
For a long time covered Teamlease vs Quess. The differences always got bigger. (Used to own teanlease now no positions. Quess has been more hope of Ajit Isaac and prem watsa than action