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NIFTY 50 TOP 10 - BIG WILL KEEP GETTING BIGGER!

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  Twitter:- @saketreddy DESCRIPTION If you can remember, a couple of days ago, I had presented a strategy called NIFTY NEXT 50 - TOP 10, which basically invests in the top 10 stocks of an index. I am writing a blog on that strategy, but first let me present you NIFTY 50 TOP 10.  So, let's dive straight into the title of this blog, the strategy itself. NIFTY 50 - TOP 10 - BIG WILL KEEP GETTING BIGGER. Nifty50 is the benchmark large cap Index in India that tracks the top 50 stocks by Free float market capitalisation. This is a passive investment strategy designed especially for people who are unhappy with index funds/ETF's and crave for higher returns from the same universe with similar/lower risk profile/volatility.   Hence, don't expect great returns here, if we sustainably beat the benchmark by 2-5% in CAGR terms over a 3-5 year block, that would mean it's a very successful strategy. In this strategy we will invest in the top 10 weighted stocks of the Nifty 50 index an...
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CAN VALIANT ORGANICS TURN OUT TO BE ANOTHER COMPOUNDER FROM THE AARTI GROUP?

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Twitter:- @saketreddy Company Profile:-  Valiant Organics Limited is a chemical manufacturing company with its focus on manufacturing and marketing of specialty chemicals. The products find several applications mainly in the agro-chemical, pharmaceutical, rubber, dyes, pigment and in the making of veterinary drugs. The business was originally set up in 1984 as a partnership concern under the name of Valiant Chemical Corporation. It was later incorporated as a private limited company in 2005 with the aim of acquiring this partnership firm and, subsequently, the business has been run in Company. In 2015, the Company was further converted into public limited company. Valiant Organics Ltd. (VOL) is engaged in the business of manufacturing of chemicals for Agro Intermediate and Pharma. Company is the market leader for Chloro Phenols in India & amongst the leading manufacturer of  Para Nitro Aniline (PNA).  Operational...
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IS GARWARE TECHNICAL FIBRES A COMMODITY PLAY OR A SECULAR GROWTH STORY?

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 GARWARE TECHNICAL FIBRES LTD. Twitter:- @saketreddy I WILL DIVIDE THE BLOG INTO TWO PARTS :- BUSINESS VERTICALS AND OPERATIONAL PERFORMANCE OF GTFL. 1.Company Description :- GWRL is a niche player in technical textiles with a strong export franchise (58% of revenue). Expertise in fibre technology and polymer processing holds it in high repute among makers of high wear & tear and high impact products. Diversifying from a twine/rope manufacturer (shipping) in FY1994 to netting (fishing, sports, agri), GWRL is evolving into a leading player in geosynthetic (infra) and coated fabric (Defence). Also  providing specialized solutions to the cordage and infrastructure industry worldwide. Established in 1976, the company today is a multi-divisional, multi-geographical technical textile company. The company manufactures and provides world class solutions in high performance polymer ropes, fishing nets, sports nets, safety nets, aquaculture cages, coate...
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WHY ITC STOCK IS UNDERPERFORMING ITS PEERS?

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Twitter :- @saketreddy FIRST, A BRIEF DESCRIPTION ABOUT THE COMPANY :- ITC is one of India's foremost private sector companies and a diversified conglomerate with businesses spanning   Fast Moving Consumer Goods, Hotels, Paperboards and Packaging, Agri Business and Information Technology.   The Company is acknowledged as one of India's most valuable business corporations with a Gross sales value of ₹ 76,097.31 crores and Net Profit of ₹ 15,136.05 crores (as on 31.03.2020).  ITC is the country's leading FMCG marketer, the clear market leader in the Indian Paperboard and Packaging industry, a globally acknowledged pioneer in farmer empowerment through its wide-reaching Agri Business, a pre-eminent hotel chain in India that is a trailblazer in 'Responsible Luxury'. ITC's wholly-owned subsidiary, ITC Infotech, is a specialized global digital solutions provider. NOW, COMING STRAIGHT AT THE MAIN TITLE OF THE BLOG - "SHARE PRICE UNDERPERFORMANCE" :- We can in...
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