ME - Managing Equity
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1 227
Positional Call
PGIL
CMP: βΉ2051
Ideal Range :2000
Target: Open
Stop Loss: βΉ 1850
Please do your own analysis before investing
1 227
Positional Call
RBLBANK
CMP: βΉ381
Ideal Range : 350-360
Target: Open
Stop Loss: βΉ 350
Please do your own analysis before investing
1 227
2024 -2026 (2 years) π«
πBack in 2024, I shared a scene from Onnaman (Malayalam), where the character explains which sector deserves attention. My takeaway then was simple: the IT sector would remain under pressure for a while, but it would recover.
Now let's talk about 2025 and 2026.
We witnessed exactly that. IT saw significant investment outflows, and many stocks corrected sharply.
As Charlie Munger said:
"A $10 history book can teach you more than many top universities."
History often rhymes.
What I said back then has largely played out.
β΄οΈSo, I'm re-confirming my view: IT stocks deserve serious consideration again. β
My personal picks are:
HCLTech
Tata Consultancy Services
There are also interesting AI-related companies worth watching, such as Latent View Analytics and Happiest Minds Technologies.β¨οΈ
πWelcome back... for ME and IT. π
1 227
Positional Call
HDFCAMC
CMP: βΉ2759
Ideal Range : 2650-2700
Target: Open
Stop Loss: βΉ 2500
Please do your own analysis before investing
1 227
Positional Call
Deep Industries
CMP: βΉ532
Ideal Range : 500-515
Target: Open
Stop Loss: βΉ480
Please do your own analysis before investing
1 227
Mid-Long term
CGCL
CMP: βΉ200
Target: Open
Stop Loss: βΉ170
Please do your own analysis before investing
1 227
KRN Heat Vs Aeroflex: Which Stock Can Become A Better Data Centre Cooling Opportunity? https://share.google/XalnUNbZaed702ovf
1 227
Positional Call
WEWORK
CMP: βΉ590
Ideal Range : 550-570
Target: Open
Stop Loss: βΉ520
Please do your own analysis before investing
1 227
Positional Call
ANGELONE
CMP: βΉ325
Ideal Range : 300-310
Target: Open
Stop Loss: βΉ270
Please do your own analysis before investing
1 227
Positional Call
KPIL
CMP: βΉ1243
Ideal Range : 1200-1250
Target: Open
Stop Loss: βΉ1100
Please do your own analysis before investing
