Profit Hunter - Indian iPhone Holds a Clue for Your Next Multibagger Stock

The China-Plus-One shift in Apple's manufacturing is a big positive for India.

http://www.eqtm.in/Yw8r5

Little Known Defence Tech Stocks

Several little known defence companies are doing pathbreaking work in providing defence technologies.

http://www.eqtm.in/Bx79W

Here's a super interesting weekend watching video for you...

The latest edition of the Investor Hour. Our guest this week is Samit Vartak.

Here's more on this episode...

Samit Vartak’s journey to becoming one of the top money managers in India is fascinating.

A chance encounter with a friend, the stock market bubble of the late 90s and a consulting job converted him from a small town person who could not even speak English, into what he has become today.

A very successful erudite fund manager. Samit and I talk about the importance of picking the right “businesses” to invest in, about India’s strengths and also his thoughts on dealing with wealth he has generated.

Watch here - https://youtu.be/yQp7dT6pKyw

Happy Learning!

They say...Old is Gold. I came across these century old (and older!) collection of stock market wisdom https://investoramnesia.com/library/

Profit Hunter - Buy Now Pay Later Stocks: A Pin for the Next Bubble

The trend of BNPL is so lucrative and fast growing that even large entities, remotely connected to offering credit, are taking to it.

http://www.eqtm.in/s2AWx

One Equitymaster Venture stock is up 80% since we recommended it in June 2022. Find an update on the stock, some 'optionality' plays and a peek into our Venture Watchlist...in today's issue of Equitymaster Venture...that will reach your mailboxes this evening.

In 1981 interest rates in the US (Treasury yield) peaked at 14.8%.

India's interest rates (GSec yields) peaked at around 15% in 1996

India's rates are currently close to historical average. But the US interest rates could move much higher even before settling near historical average.

China + 1 in Indian Pharma ....Indian generics are now finding takers in markets that were earlier restricted buyers. If this trend continues, not only will Indian pharma be able to diversify...but also reduce the risk of USFDA embargoes. https://www.livemint.com/industry/manufacturing/vietnam-dials-india-for-drug-supplies-11664124050781.html

HAL-L&T consortium bagged the Rs 860 crore contract for end-to-end realisation of five PSLVs over a period of four years from the NewsSpace India Limited (NSIL), the commercial arm of the Department of Space.

LIVE NOW

How to Potentially Make VC-like Gains

Join Now

http://www.eqtm.in/p9NKy

10 Potential ‘100 Crore Club’ Stocks to Buy Now

What does it mean to you to get your hands on the ultimate, growing list of potentially the most extraordinary ‘100 crore club’ stocks…

…that have the potential to be the greatest wealth creators of your lifetime?

If that feels life-changing...

Then you should register for my latest event – 100 CRORE CLUB.

At the event, you will discover everything about my most ambitious mission to build the ultimate list of potential ‘100 crore club’ stocks that have the power to permanently lift you into the premier financial orbit of HNIs.

In fact, 10 rarest of the rare potential ‘100 crore club’ stocks are currently flashing a BUY signal.

Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.

http://www.eqtm.in/y4B8H

Just Released...The Latest Episode of the Investor Hour

My guest this week is Devina Mehra, Founder, First Global.

Here are the episode notes...

Devina Mehra on Importance of First Principles, Picking HDFC Bank in 1996 and Turning Down Ratan Tata’s Suggestion

Devina Mehra’s claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1.

But that’s nowhere even close to the successes she has racked up over her career.

She founded First Global, which is today one of India’s most successful global research firms.

Along the way she has had a string of successful calls including recommending Amazon in 2001.

Her biggest contribution yet may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process).

Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation.

It’s a must listen...

54,774 Invested in ONE Stock Turned into Rs 5 CRORE…

This one stock is a classic ‘100 Crore Club’ stock.

Had you bought this stock in 1992, your investment would be up 913 times now.

Which means that a mere investment of Rs 54,774 would have grown to Rs 5 crore now.

Have you ever imagined a tiny investment of just over Rs 50,000 snowballing into Rs 5 crore?

If you’re serious about joining my ‘100 Crore Club’, you must ask this question the next time you buy a stock:

Does this stock investment have the potential to grow into a corpus worth Rs 5 crore in the long run?

Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.

http://www.eqtm.in/y4B8H

India's Top 5 Semiconductor Stocks and how They are Faring in 2022

Supply chain disruption and high demand sent semiconductor stocks soaring in 2021. But how are they faring in 2022?

http://www.eqtm.in/Qo43J

How to Identify High Profit Stocks for 2023

Here's how to find the best stocks for your 2023 watchlist in this market.

http://www.eqtm.in/Qg7x4