Ganntrader2Fundamental
One of the reason commodities have done well since 2020 is low interest rate leading to…
One of the reason commodities have done well since 2020 is low interest rate leading to huge demand. Now with Fed rising rates, RBI is going to follow same in upcoming meet. With rising interest rates, all commodities…
Precious metals are a favourite of investors when there is inflation plus low interest…
Precious metals are a favourite of investors when there is inflation plus low interest rate (best for borrow and invest). While when interest rate start to rise, economy starts to slow down and inflation cool off. If…
Ola has reached the lower end of the valuation band which is 24 bucks
Ola has reached the lower end of the valuation band which is 24 bucks. This is where this stock has become interesting.
Hardware prices up 80% in a month on AI demand
Hardware prices (especially memory cards and hard drives) are up 80% in a month due to AI demand. Companies in this space would report bumper numbers in the Sept and Dec quarters. RPTech leads in this space, CMP 328.
Swaraj Suiting - A great fundamental textile company
A great fundamental textile company with negligible export to USA but would benefit from upcoming government reforms for textile company. CMP 172.
Why Birla may not be able to repeat the paint hack into cables
Grasim disrupted paints in 2024; now UltraTech is entering cables. Why the same playbook may not work: margins, elasticity and R&D costs.
Why Bandhan Bank may repeat what ICICI Bank did in 2009
ICICI in 2008-09 vs Bandhan today: similar profit size, P/B at 1, an 80% drawdown, monthly RSI near 33 and a new CEO. A thread on why history may repeat.