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Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

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Leading investors

Momentum Masters

<a href="https://cravingalpha.smallcase.com/smallcase/CRALMO_0006" rel="noopener noreferrer" target="_blank">Invest in this portfolio, paying only for days you stay invested at 0.16% a month</a> Invest in top performing stocks of the Nifty 500 with valuations as weights We usually base our hypothesis on the <a href="https://www.investopedia.com/terms/e/efficientmarkethypothesis.asp" rel="noopener noreferrer" target="_blank">Efficient Market Hypothesis (EMH)</a> implying all information is reflected in the price. However, if a stock moves in a direction not justified by available information we believe the market knows more, and hence buy rating is triggered on the stock (above fair value + standard deviation). Portfolios focusing on momentum investing tend to overreact during market corrections, we have tried to hedge our portfolio to volatility by using valuation metrics as weights.

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm with the mission of providing premium and professional services to retail investors

Craving Alpha

Fundamental

Technicals

Relative

Smallcase Keymetrics

Speciality Chemicals

Speciality chemicals are specific items that are used in low quantities for the production of high-value goods<ul><li>Indian middle class is leading a dramatic change in demand for items like food, clothing and transportation, which is primarily driving demand for speciality chemicals</li><li>For example, caramel manufactured from sugar is a commercially produced speciality chemical. Caramel colouring is extensively used to manufacture soft drinks and confectionery items</li><li>Production of speciality chemicals allows customer stickiness and leads to high revenue predictability</li><li>Since price of speciality chemicals is determined through negotiations, increase in raw material costs can also be passed on to protect margins</li></ul>This smallcase comprises companies manufacturing speciality chemicals that are used in a wide range of industries like automobiles, pharma, textiles, food processing, agrochemicals, etc

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Windmill Capital

Alpha Flexicap

Alpha Flexi cap adopts a true to label flexi cap approach by investing in high quality, high growth companies across the market capitalizations.&nbsp;Key Features: <ul><li>Optimal portfolio construction which strikes balance between risk and reward.</li><li>Flexibility to invest across market capitalizations.</li><li>Diversified Portfolio with No Sector Bias.</li><li>Focused Portfolio of 20-25 stocks .</li></ul>&nbsp;Who Should invest in Alpha&nbsp;Flexicap? <ul><li>Diversified Portfolio Seekers:&nbsp;Investors who want a diversified portfolio with exposure to companies across the market capitalizations.</li><li>Long-Term Wealth Creation:&nbsp;Investors with a goal of long-term wealth creation who value flexibility in asset allocation.</li></ul>

Every portfolio is curated by a team of finest fund managers with immense experience in mutual funds, direct equities, portfolio management with strong and credible track record of performance. The team at Renaissance is highly accredited and has over 50 years of collective experience in managing investment portfolio for retail and institutional investors. All portfolios are crafted keeping in mind client's expectation from investment. Every portfolio is selected & weighted periodically to deliver superior risk adjusted returns to clients consistently over medium to long term.

Renaissance Smart Tech

Price return has been average, nothing exciting

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Fundamentals

Good time to consider, stock is not in the overbought zone

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Teji Mandi Multiplier

GVSR - Media & Entertainment Sector Tracker

<ul><li>India's internet users are expected to reach 900 million by 2025, from approx. 622 million internet users in 2020, increasing at a CAGR of 45% until 2025.</li></ul> <ul><li>OTT video services market (video-on-demand and live) in India is likely to post a CAGR of 29.52% by FY26, driven by rapid developments in online platforms and increased demand for quality content among users.</li></ul> <ul><li>India's data consumption rate is the highest worldwide, with about 12 GB per person per month.</li></ul> <ul><li>Rapid adoption of 'Digital' as a way of life by many an Indian is likely to spur demand for good quality content, which augurs well for companies of repute operating in Media and Entertainment Sector in India Source:ibef.org</li></ul> Note: Being a thematic smallcase, this smallcase is likely to have fewer stocks/ETFs. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 1.00 Lakh. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.

GVSRwealth is the trade-name used by Mr. Venkata Subrahmanyam Gutala (GVS) who is registered with SEBI as the Research Analyst. He is from IIM-Bangalore, with specialisation in Finance.  GVSR's primary motto is to provide professional investment services support of high quality, to millions of aspiring middle and upper middle class, who are in the pursuit of their wealth goals. 

About the Smallcase Manager:  GVS has a Masters Degree from IIM-Bangalore, with specialization in Finance. He was also a  former Partner at PwC India and Grant Thornton India, respectively. He has more than 6 years of Investment Advisory exp. to date

GVSRwealth

FII and HNI Concentrated Holding Stocks Gulluck

This smallcase is the intense workout of selecting few stocks out of many by carefully observing the buying Pattern of FII, DII and HNI Clients in the stock market. These stocks will be updated weekly or fortnightly as per the changes and available opportunities.When you Subscribe to This Gulluck You have an opportunity to receive the individual Updates of stocks also, this help you mark the target of the individual stock if you are an active investor.

Gaurav Sharma Is a Sebi Registered Research Analyst provides research to clients covering the opportunities in Stock Market. 
He use a Method to weekly analyze the stocks as per the theme and Guide his clients  about the accumulation zone near the swing low or at a breakout as per the conditions . All small cases of Gaurav Sharma are optimized to weekly accumulation and review so that 52 weekly Reviews help clients get nearly Fair price i.e.  an average price of the stock. 
He choose the stocks as per theme and help clients with weekly webinar or you tube presentation to learn the overall trend of the market contact him for more detail.


Gaurav Sharma

Affordable Housing

Affordable housing refers to existing and future housing units that come under the Pradhan Mantri Awas Yojana (PMAY), which was launched in 2015. <ul><li>Budget 2022-2023 allocation to PMAY increased by 75% to ₹40,000 crores</li><li>The scheme was launched with the aim of building 2 crore affordable houses over a period of 7 years for the lower income segment</li><li>Out of which, approximately 80 lakh houses are being targeted to complete by FY23</li><li>Affordable housing projects were granted ‘infrastructure status’ earlier in Budget 2017, which ensured lower cost of borrowing for developers, thus encouraging them to take such projects</li><li>Developers engaged in affordable housing projects do not have to pay GST</li><li>These measures are expected to increase the demand for affordable houses and corresponding loans.</li></ul> This smallcase consists of stocks from segments like housing finance companies focused on financing low and middle income segments, real estate developers constructing affordable houses and cement &amp; building products companies.

Omni Bharat Defence

RATIONALE:<ul><li>At $73 billion, India has the third largest defence budget in the World. (Source: Stockholm International Peace Research Institute).</li><li>The DPEPP 2020 plans to raise the domestic production from INR 80,000 crores to INR 175,000 crores and exports of INR 35,000 crores by 2025.</li><li>This curated portfolio provides exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 10K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

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