Accelerated Profits by Rahul Shah
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Do you want to own the perfect group of stocks to potentially multiply your profits in the market? Rahul Shah, India’s leading analyst and co-head of research at Equitymaster, will show how in this Telegram group.
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Please check out my piece on why IRCTC share price has been lackluster even as other rail stocks seem to have hit a bit of a purple patch.
My colleague and head of smallcap research at Equitymaster, Richa Agarwal, has zeroed in on her Top 3 Stocks for 2023.
Richa believes these are the 3 Smallcap stocks that every Indian should consider owning.
She revealed details of these stocks at her recent online event.
I will highly recommend you watch this special recording of the event to get all the details.
You can click the link below to watch now
Forwarded from Equitymaster
Mihir Vora on GARP Investing

Mihir Vora is a ‘growth at a reasonable price (GARP)’ stock picker. He is always thinking where he can find growth...and how he can get to ride it in a way that ends in potentially large profits.

Fortunately for his investors, he does this quite often!

I talk to Mihir about his journey, his GARP approach, and as always about portfolio construction and asset allocation.

Listen in... https://youtu.be/nUmZpf42iVY

Recent editions of the Investor Hour...

Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity

Vijay Kedia on Betting Big on Stocks

Manish Sabharwal on India’s 25-Year Economic Bull Run
Nice things are expected of PVR Ltd after its merger with Inox. It is believed that the merger could do a world of good to the business and to the stock price.

However, I see certain red flags that investors need to be wary of. What are these red flags exactly and what kind of damage can they cause to the company's stock price.

Check out my latest piece to find out.
Forwarded from Equitymaster
This week on the Investor Hour...

Nithin Eapen is a "long-term" crypto investor. Surprising as this may seem, it’s true.

Apart from being a successful crypto investor, Nithin’s other strength is that he can explain all things crypto in a way that you can make sense of it.

So, if you want to learn about the world of crypto...how it works, how scams happen and how you can try and ride it, this is a must listen...

https://youtu.be/TteBXDY_e3M
Recently, we editors, Richa Agarwal, Tanushree Banerjee, and I were live on the first ever Equitymaster Live Stream, exclusively for subscribers.

The session was hosted by our CEO, Rahul Goel, and we shared our views on stocks and sectors, the forces affecting the market, asset allocation, and much more.

We also discussed specific examples of companies ...and the lessons learnt from certain recommendations.

Finally, we answered questions from subscribers. In case you missed attending the live stream you could listen to the recording. The interaction could be helpful in addressing some of your queries.                                                             https://www.equitymaster.com/private-briefing/detail.asp?date=11/22/2022&story=6&title=Equitymasters-Editors-on-the-Best-Opportunities-in-the-Stock-Market
2023 Toxic Stock Alert: Do You Own these Stocks?

Rahul Shah on his list of toxic stocks for 2023.

http://www.eqtm.in/Cb97G
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30 Winners in a Row

My Proven Stock Picking System - The 10X Blueprint

Going LIVE Today at 5PM

http://www.eqtm.in/Fw3p7
A 20-Stock Watchlist for a Rewarding 2023

Rahul Shah on 20 stocks that you should watch out for in 2023.

http://www.eqtm.in/r2R4M
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Hi, let us have a small poll.

What is your return expectation from Sensex for 2023?
Anonymous Poll
12%
-5% to -15%
32%
0% to 10%
40%
10% to 20%
19%
>20%
Dear Valued Member,

I have big news for you.

And I haven’t been this excited about something for a long time now.

But this is special.

We have finally cracked the solution to the biggest problem our members like you had at Equitymaster.

You have been asking for this for years...

And it is finally time we reveal this to you.

Mark Your Calendar for the Tomorrow, 15th of Dec 2022, 5pm.

That is when we will make the big reveal.

Look out for an email with the subject line “INTRODUCING: Equitymaster’s Ultimate 30...” in your inbox.

Trust me, this is unlike anything we have ever done.

See you there
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Forwarded from Equitymaster
On the Investor Hour this Week...

Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process, its evolution and why he believes the “old” Buffett stock picking method may not work anymore.

We dive deep into his approach to portfolio construction and asset allocation.

Over all a master class on stock picking, portfolio construction and asset allocation. It’s unmissable.

Listen in...

https://youtu.be/-wlnUoshFWg
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Which of the following sectors will give maximum returns in 2023?
Anonymous Poll
27%
IT
47%
Banking and Finance
11%
FMCG
15%
Pharma
Time to Buy this Crash-Proof Investment?

Rahul Shah wonders whether nearly 50% of your portfolio stocks can go down in 2023.

http://www.eqtm.in/Lo5i3
“I think too often, young analysts believe that the goal of an analyst is to demonstrate how much they know about a company and build a perfect earnings model.

I don't think I've ever seen an analyst model their way to a great stock idea! I view the goal of the analyst as developing conviction that the consensus is wrong about something important. Then their job is to communicate why they believe they are correct and the consensus is wrong and to compute the valuation impact.

Once we own a stock, their job is to actively monitor new information to assess if their view or the consensus view is coming to fruition. There are a lot of important areas the consensus can be wrong: management quality, business quality, long-term potential differing from current results, valuable non-earning assets, and so on.

To make excess profits, you need to hold a nonconsensus view and be right.” 
- Bill Nygren (quote courtesy - Joe Koster)
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Why are Investors Paying 2x More for Relaxo than HUL?

Rahul Shah wonders whether Relaxo's significantly higher valuations than HUL are justified?

http://www.eqtm.in/r9N6K
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