# Semiconductor # New Oil # War Profits....The US government has imposed restrictions on American firms and their partners in Taiwan etc (like TSMC) for selling semiconductor equipment and technology to their Chinese counterparts. The US seeks to stop China’s drive to develop its own chip industry and advance its military capabilities. The impact could extend well beyond semiconductors and into industries that rely on high-end computing, from electric vehicles and aerospace to gadgets like smartphones. With the latest move, it would become difficult for China to manufacture and develop semiconductors because most semiconductor equipment and technology are dominated by US and its allies such as Japan and Netherlands. https://www.livemint.com/companies/news/chipmaker-rout-engulfs-tsmc-samsung-with-240-billion-wiped-out-11665480387072.html
mint
Chipmaker rout engulfs TSMC, Samsung with $240 billion wiped out
Asia’s top chip stocks tumbled Tuesday, ensnared in an escalating US-China tech race that has erased more than $240 billion from the sector’s global market value.
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Forever Stocks #11: Set to Profit from Data Security Technologies for Decades....
Find the details in the October issue of Forever Stocks...in your mailbox now.
Find the details in the October issue of Forever Stocks...in your mailbox now.
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Forwarded from Equitymaster
Do you use Equitymaster's Portfolio Tracker to track your stock and mutual fund holdings?
Final Results
27%
Yes
73%
No
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"In a few years hence, it will be possible for nations to fight without armies, ships or guns, by weapons far more terrible to the destructive action and range of which there is virtually no limit. Any city at any distance whatsoever from the enemy can be destroyed by him and no power on Earth can stop him from doing so." —Nikola Tesla, circa 1925. Here is a book on the original Tesla - Tesla: Wizard at War: The Genius, the Particle Beam Weapon, and the Pursuit of Power
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Forwarded from Small Cap Fortunes with Richa Agarwal
Dear Readers
Indian stock markets have witnessed a correction last month on the back of weak global cues. Investors continues to be concerned about the possibility of faster rate increases, China's Covid-Zero policy, and escalating geopolitical tensions. For long term investors, any correction that happen in the market would be an opportunity to enter quality stocks at attractive price
In this video, I have selected three smallcap companies with leading market shares that I believe should be on your watchlist. Please note that inclusion in this list does not imply a buy or hold view. The analysis here is about the business strengths and potential downsides, and not about valuations. For that, I would recommend you to dig deeper and do your own due diligence.
Indian stock markets have witnessed a correction last month on the back of weak global cues. Investors continues to be concerned about the possibility of faster rate increases, China's Covid-Zero policy, and escalating geopolitical tensions. For long term investors, any correction that happen in the market would be an opportunity to enter quality stocks at attractive price
In this video, I have selected three smallcap companies with leading market shares that I believe should be on your watchlist. Please note that inclusion in this list does not imply a buy or hold view. The analysis here is about the business strengths and potential downsides, and not about valuations. For that, I would recommend you to dig deeper and do your own due diligence.
YouTube
3 Smallcap Monopoly Stocks for Your Watchlist | Best Smallcap Stocks | Richa Agrawal
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Here’s why I’m excited about these 3 smallcap market leaders
For long term investors, any correction that happen in the market would be an opportunity to enter quality…
Here’s why I’m excited about these 3 smallcap market leaders
For long term investors, any correction that happen in the market would be an opportunity to enter quality…
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Forwarded from Equitymaster
Here’s something to add to your "viewing” list this holiday season...
The most interesting (and popular) investor hour videos so far...
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on Compounding, Making Rs 100 Crores, Next Stock Market Leaders
S Naren on Finding the Right Stocks to Own
Samit Vartak on Picking the Right Stocks and Outlook for India
Pankaj Tibrewal on Constructing the Best Portfolio and Why It’s Time to Bet on India
Manish Sabharwal on India’s 25-Year Economic Bull Run
Here's a link to the entire investor hour playlist if you would like to take a look at the entire roster of guests so far...
Happy Watching.
Happy Learning.
Happy Dhanteras and Happy Diwali!
The most interesting (and popular) investor hour videos so far...
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on Compounding, Making Rs 100 Crores, Next Stock Market Leaders
S Naren on Finding the Right Stocks to Own
Samit Vartak on Picking the Right Stocks and Outlook for India
Pankaj Tibrewal on Constructing the Best Portfolio and Why It’s Time to Bet on India
Manish Sabharwal on India’s 25-Year Economic Bull Run
Here's a link to the entire investor hour playlist if you would like to take a look at the entire roster of guests so far...
Happy Watching.
Happy Learning.
Happy Dhanteras and Happy Diwali!
YouTube
Saurabh Mukherjea on Investing, Life, Family and Fraud | Saurabh Mukherjea | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
This week, the CEO of Equitymaster Rahul Goel talks to Saurabh Mukherjea, arguably one of
India’s best known money managers.
In this fascinating episode Saurabh reveals…
This week, the CEO of Equitymaster Rahul Goel talks to Saurabh Mukherjea, arguably one of
India’s best known money managers.
In this fascinating episode Saurabh reveals…
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Forwarded from Accelerated Profits by Rahul Shah
YouTube
Can this Large Cap Be Crowned the ‘ITC of 2023’? | Multibagger Stocks | Rahul Shah
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Rahul Shah on a large cap that can turn into the ‘ITC of 2023
If Warren Buffett and Charlie Munger are to be believed, you need only two courses in investing. Once you…
Rahul Shah on a large cap that can turn into the ‘ITC of 2023
If Warren Buffett and Charlie Munger are to be believed, you need only two courses in investing. Once you…
Forwarded from Small Cap Fortunes with Richa Agarwal
YouTube
3 Smallcap Growth Stocks for Your Watchlist | Top Smallcap Stocks | Richa Agarwal
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
These 3 smallcap companies that are expected to grow at 15% or more in their niches deserve to be on your watchlist.
Here’s why I’m excited about these 3 smallcap companies.…
These 3 smallcap companies that are expected to grow at 15% or more in their niches deserve to be on your watchlist.
Here’s why I’m excited about these 3 smallcap companies.…
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Forwarded from Equitymaster
Profit Hunter - This Stock is the ITC of Banking Sector
Yet another stock that is cheap, hated, and at an inflection point.
http://www.eqtm.in/Wd4x5
Yet another stock that is cheap, hated, and at an inflection point.
http://www.eqtm.in/Wd4x5
👍1
Forwarded from Equitymaster
10 Important Facts about Indian Mid-cap Stocks
Midcaps are considered risky bets. But if you understand them well, you could turn the odds in your favor.
http://www.eqtm.in/Qi4t7
Midcaps are considered risky bets. But if you understand them well, you could turn the odds in your favor.
http://www.eqtm.in/Qi4t7
My #1 Stock to Ride the Next Rally
It sounds weird when someone talks about rally in this kind of market, right?
I mean there are so many headwinds…
Inflation, slowing world economy, wars and what not.
But what most people are not seeing in all this chaos is how a few segments of the Indian market are growing.
There is almost vertical growth happening in these hidden segments.
And nobody is talking about it.
I’ve spent years doing research on these almost invisible market segments.
One of them is a potential 832% growth opportunity by 2030.
This opportunity is so huge that I’ve made it the foundation of my biggest wealth creation project…
I will share all the details with you at my upcoming special event.
Including details of my #1 stock to ride this potential 832% opportunity by 2030.
You can click the link below to know more:
http://www.eqtm.in/Lf42X
It sounds weird when someone talks about rally in this kind of market, right?
I mean there are so many headwinds…
Inflation, slowing world economy, wars and what not.
But what most people are not seeing in all this chaos is how a few segments of the Indian market are growing.
There is almost vertical growth happening in these hidden segments.
And nobody is talking about it.
I’ve spent years doing research on these almost invisible market segments.
One of them is a potential 832% growth opportunity by 2030.
This opportunity is so huge that I’ve made it the foundation of my biggest wealth creation project…
I will share all the details with you at my upcoming special event.
Including details of my #1 stock to ride this potential 832% opportunity by 2030.
You can click the link below to know more:
http://www.eqtm.in/Lf42X
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Most of 2022 offered opportunities to invest (based on the PE multiple) as against 2020 and 2021 https://nifty-pe-ratio.com/
Nifty PE Ratio | Latest Nifty PE Ratio, PB Ratio, Dividend Yield Ratio Charts
Nifty PE Ratio | How To Find Latest Nifty PE Ratio Now?
View current and historic Nifty PE, PB & Dividend Yield ratio charts (Since 1999)
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Forwarded from Small Cap Fortunes with Richa Agarwal
YouTube
3 Smallcaps With Potentially Huge Payoffs | Smallcap Multibagger | Richa Agrawal
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
3 smallcaps that could potentially benefit from diversification into non core businesses.
This video throws light on three smallcap companies that are trying to trying…
3 smallcaps that could potentially benefit from diversification into non core businesses.
This video throws light on three smallcap companies that are trying to trying…
Today at exactly 5pm, I’m going to reveal the details of my biggest wealth creation project ever…
The Great Indian Wealth Project.
The aim of this project is to show you how to potentially build a high 8-figure fortune in the long-term.
Today at the event, I will show you the first opportunity towards building this wealth.
It’s a potential 832% opportunity by 2030 in a niche segment of the market.
I’ve already identified my #1 stock to ride this mega opportunity.
I strongly believe this could be your first stock to potential 8-figure fortune in the long term.
Today, at the event I will share all the details with you.
So, don’t miss it for anything.
It goes LIVE at exactly 5pm TODAY.
You can click the link below to find full details:
http://www.eqtm.in/Lf42X
The Great Indian Wealth Project.
The aim of this project is to show you how to potentially build a high 8-figure fortune in the long-term.
Today at the event, I will show you the first opportunity towards building this wealth.
It’s a potential 832% opportunity by 2030 in a niche segment of the market.
I’ve already identified my #1 stock to ride this mega opportunity.
I strongly believe this could be your first stock to potential 8-figure fortune in the long term.
Today, at the event I will share all the details with you.
So, don’t miss it for anything.
It goes LIVE at exactly 5pm TODAY.
You can click the link below to find full details:
http://www.eqtm.in/Lf42X
👍1
Forwarded from Equitymaster
Profit Hunter - SBI or HDFC Bank? Time to Switch to PSUs?
Can the stock of SBI continue to outperform HDFC Bank?
http://www.eqtm.in/d3QBi
Can the stock of SBI continue to outperform HDFC Bank?
http://www.eqtm.in/d3QBi
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Kalyani Strategic Systems Limited, a wholly-owned subsidiary of Bharat Forge, has been awarded an export order for a 155 mm Artillery Gun platform to be executed over a 3-year timeframe. The total value of the order is US$ 155.5 m. https://www.business-standard.com/article/companies/bharat-forge-s-subsidiary-bags-155-5-mn-order-to-export-artillery-guns-122110901034_1.html
Business-Standard
Bharat Forge's subsidiary bags $155.5 mn order to export artillery guns
Bharat Forge has been consolidating its defence and aerospace business under Kalyani Strategic Systems with an aim to target export opportunities in the defence sector
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Bharat Forge has come a long way since I recommended the stock in 2018 as a Defence stock and Not an auto ancillary stock
Equitymaster
StockSelect: Research on Indian Large Cap Stocks | Equitymaster
Get, Buy and Sell stock market recommendations on Large Cap Indian companies every week from Equitymaster. (The goal of StockSelect is to recommend some of the safest blue chip stocks that can not just help protect your downside risks, but also become the…
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Forwarded from Equitymaster
LIVE NOW
The Great Indian Wealth Project Revealing Details of First Stock To Potential 8-Figure Fortune in the Long-term
Watch Now
http://www.eqtm.in/g2FRa
The Great Indian Wealth Project Revealing Details of First Stock To Potential 8-Figure Fortune in the Long-term
Watch Now
http://www.eqtm.in/g2FRa