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Sulabh Anand Profile
Sulabh Anand

@SULABH40

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Perpetual learner || IT professional || Growth Investing ||No buy/sell & Bullish on 🇮🇳 || Not a sebi registered||

New Delhi, India
Joined May 2010
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@SULABH40
Sulabh Anand
5 months
Companies FV based on growth guidance, subject to execution & market conditions. #Trust #K2Infra #teerth #Oriana #Cellecor #RBMInfra #Koredigital #KDL #Nibe #Nirman #SAtech #Exhicon #Anlon #Kernex #KrishnaDef
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@SULABH40
Sulabh Anand
5 days
@ManishK46113331 Best part about Krishna being under promising and over delivering🔥
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@SULABH40
Sulabh Anand
6 days
@samisosa1234 Yes, needs to track management commentary on this.
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@SULABH40
Sulabh Anand
7 days
@drjimmy2407 Teerth has come on strong support level, shouldn't break this �
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@SULABH40
Sulabh Anand
9 days
@drjimmy2407 @preet2419 @disguisedtrader @SMESTOCKNEWS @AnirbanManna10 4th qtr would be bumper due to rental income as well !!!💥💥
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@SULABH40
Sulabh Anand
17 days
@NitinRa52678261 Worth studying considering huge sectoral tailwinds.🤞
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@SULABH40
Sulabh Anand
20 days
@drjimmy2407 @SMESTOCKNEWS @smesmartmoney @preet2419 @vandit_jain1994 @samisosa1234 @thiru_gowda @SathyeshBhat @investor_sr33 @AdityaMittal795 @sriranganek Major concern has been over valuation in largecaps due to slowing down of earnings growth which has led to correction in nifty. This can be taken as opportunity to build bigger positions in companies with huge tailwinds & earnings visibility over the next 2 years.
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@SULABH40
Sulabh Anand
22 days
Adding to the list the SME companies under 1K Mcap which have delivered 75%+ returns in last 3 months inspite of ESM rule. Screenr Link : #RadomExperiment
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@SULABH40
Sulabh Anand
22 days
Companies which have performed inspite of being in ESM 2, so never trade in-out just based on shitty ESM rules. 1. Z-tech 2. Sunita Tools 3. Thomas Scott 4. Slone Infosystems 5. PIGL Note: No buy/sell advice.
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@SULABH40
Sulabh Anand
22 days
Companies which have performed inspite of being in ESM 2, so never trade in-out just based on shitty ESM rules. 1. Z-tech 2. Sunita Tools 3. Thomas Scott 4. Slone Infosystems 5. PIGL Note: No buy/sell advice.
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@SULABH40
Sulabh Anand
28 days
@CreatNetWorth Lack of communication from the management puts question mark on the future growth.
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@SULABH40
Sulabh Anand
29 days
@drjimmy2407 Rightly said, more of corporate governance issues by the group.
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@SULABH40
Sulabh Anand
1 month
Stocks to look out for in Transmission Sector🗼: 👉Kay cee Energy 👉Viviana power 👉Jyoti Structures 👉Skipper 👉Techno electric 👉Bajel projects Note: One needs to look at valuations.
@ShridhantS
microcap investors
1 month
Transmission sector 😎😎😎 Centre eyes private capital for 9L cr grid expansion. The nation is planning to invest 9.2 lakh cr through 2032 to build more transmission lines Nearly triple it's clean Power capacity by that time #Advait #Dycl #transrailway #technoelectric
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@SULABH40
Sulabh Anand
1 month
Below looks like the one on the path of CESC: Any guess?🤔
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@SULABH40
Sulabh Anand
1 month
#CESC - Company with huge interest cost i.e. 400 cr in 2003 but in a falling interest rate environment, even with just 13% topline growth over 4 years, PAT grew by 42x(207 cr from 7 cr)🔥 due to interest cost getting half. From - MasterClass with super-investors
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@SULABH40
Sulabh Anand
1 month
#CESC - Company with huge interest cost i.e. 400 cr in 2003 but in a falling interest rate environment, even with just 13% topline growth over 4 years, PAT grew by 42x(207 cr from 7 cr)🔥 due to interest cost getting half. From - MasterClass with super-investors
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@SULABH40
Sulabh Anand
1 month
Excellent post by Avdhesh to understand the geospatial market.
@ADX_Learner
Avdhesh
2 months
India’s #geospatial market is forecast to grow at a CAGR of 16.5% to reach Rs 25,000 crores by 2025 and likely to grow to 100,000 crores (12 billion $) by 2030. Major Beneficiaries are: 🔹 Ceinsys Tech Ltd 🔹 Genesys International Corp 🔹 C.E. Info Systems Ltd Keep👀
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@SULABH40
Sulabh Anand
2 months
@disguisedtrader Pre-ipo unlock in the offering starting next week but dec pref around 900 levels should act as strong support.
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@SULABH40
Sulabh Anand
2 months
#TeerthGopicon 🌊 🌞- Candidate for 3x+ growth in FY25 & FY26 with below triggers - 👉200% growth over 2 yrs 👉Forayed into renewables space with 236 Cr order. 👉Exit from ESM. 👉PAT in FY25 - 35-40cr, PE-17x(too cheap for 200% growth) 👉Still buying. Disc-invested, biased.
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@SULABH40
Sulabh Anand
2 months
@AI_Feb21 Vested is a platform to invest in us stocks via India.
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