My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#Syngene 🧬
#saregama 🎵 🎶
#structuralchange
🎶 - Saregama
🧬 - Syngene (biologics)
🪔 - Deepak nitrite
🔌 - IEX ( Power exchange)
🐶 - Sequent scientific ( animal pharma )
⭕️ - laurus labs ( API cdmo Pharma )
🏦 - Intellect design ( Manages financial s/w)
🧰🏙️ - APL Apollo (building materials)
#pharma🧬💉💊⭕️
#DeepakNitrite
Rise of Deepak Nitrite
#Books 📚 thread
#happiestminds thread
#neuland 🌋 thread
#hikal thread
#investing 👌🏻
#intellect thread
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