Dipan Mehta recommends investing in solar equipment manufacturers like Waaree Energies, Premier Energies, and Tata Power due to their strong growth potential. He also suggests considering Suzlon, Inox Wind, and BHEL. While cautious about D-Mart’s valuation and competition, Mehta sees promise in quick commerce and BHEL’s revival due to thermal power plant demand.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,