MESSAGES

Thank you everyone once again! Thanks a lot for showering so many blessings. As we are at the cusp of 24/25 FY, Vodafone is emerging as a very good bet. It is at the same valuations as Zomato when buy call was given at 53/- in 2022. It went on to return north of 350% in 30 months. I have analysed Vodafone and it looks it can do a Zomato if held for TWO YEARS. Dislcosure it is for risk takers as a lot of moving parts need to fall in place. Zomato too had many moving parts which were not in place in 2022 but today brokerage houses are giving buy calls on it. For those who prefer only moderate risk with reasonable returns must add a load of GMR now. It will break through its all time highs (138/-) sometime in FY24/25. And lastly those who cant take any risk at all can add Tech Mahindra for 30% to 40% CAGR if held for two years. Markets will undergo moderate volatility in the month of May which can give a good entry point. GMR is a good buy at CMP, Vodafone between 13.50/- to 14/- and Tech Mahindra will be a good buy 1% to 2% lower. Thanks a lot once again & I am afraid I wont be able to take individual questions as of now. For Macros and stock selection all I would say is that you cant cook rice if the pot is10 feet away from the flame. Macros can not be explained through the forum. Visu buy HFCL, Rategain achieved its 40% target when it went to 900/- but it can be held. The recent correction was due to promoter selling some percentage of their holdings. Before I send the message Amits find Ratnaveer is a very good buy. May God bless you all.