Rajeev Desai
Aug 22, 2025Private Post
Get access to all contentUnlock private posts and exclusive community discussions.Sign up
Rajeev Desai
In Indian stock market for over 30 Yrs. Not SEBI registered or not registered anywhere in the world. AS PER SEBI GUIDELINES-- I CAN'T GIVE BUY/SELL/HOLD CALLS. I CAN'T GIVE TARGETS. I want to write that , this is a mentorship platform. If you want to buy stock I discuss, do it at YOUR OWN RISK. For any queries to this site, Silce, write here, contact@slice-app.io
1.4kPosts
9.4kComments
0%Best ROI
Joined on 8th January 2025
I am posting one post from X on Jubilant Ind Ltd , now Jubilant Agri .
I have discussed what need to be seen to buy a stock, when someone asked me what growth driver I see.
Sir , do you see any growth drivers in recent times like capex/export etc ? the sales over the period looks bit decreasing/or stagnant and has less OPM , so shouldnt there be some triggers to increase topline and hence right time to invest ?
·
Vikram,Instead of looking at growth and capex , first thing to look is at 140-150 Jubilant Ind is undervalued. 1). An excellent gr Co with sales of 600 Cr, is available for Cr. So we can say, if one have 216 Cr, he can buy whole Jubilant Ind Co whose turnover is 600 Cr.
·
2.) Apart from sales / Mcap ratio, whoever is buying is getting a profit making Co and not a rundown Co. 3). He is also buying a Co who is market leader in many products in world and in India. Just go to the website and have a l