Anand Mishra @learning_moat
Follower of William O'Neil, Stan Weinstein school of investment. Kolkata, India Joined May 2021-
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Just noticed, in sustainability theme, metal recycling are doing better. Reason : Metals are in upswing ??
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Solar Industry Drones will do better than other options. 2nd is Ideaforge
Anand Mishra retweeted
Now the market needs World War IV to fall - World War III is not helping at all
10 year themes which are easy -Investing themes (AMC, Brokers, Depository, Exchanges) - Defence - Waste Management
2 big nets are Ideaforge Premier explosive Next 2 big bets are Hind Zinc Hind Copper Next 3 big bets are CDSL NUVAMA DAM CAPITAL
NBFCs are in expanding mode like defence did earlier.
Another play on Copper price breakout could be Hind Copper. It will become interesting play if copper prices break out. Could see ATH in such case.
Raja Raghuvanshi case What the hell is wrong with women these days. Where as a society we are going.
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