Stocks to watch

General
1

Hi everyone,

I’m starting a thread to discover and discuss , high-conviction stock ideas preferably under ₹2000 and that are outside the Nifty 50 , preferably with solid reasoning behind each pick. Let’s avoid the usual index heavyweights like Reliance, HDFC Bank, ICICI Bank, TCS, Infosys etc., since they often move slowly and can sometimes be influenced by index management.

Here are two of my initial picks:

BSE Ltd

  • One of only two stock exchanges listed in India.
  • Likely to thrive as long as the Indian stock market exists.
  • Strong business moat and limited competition.

CDSL

  • One of the two licensed depositories in India.
  • Essential to market infrastructure and will remain relevant as long as trading exists.
  • Asset-light and consistently profitable.

These are just my views based on long-term thinking.
I would love to hear your thoughts — please share your picks under ₹2000 preferably, along with why you believe they are worth watching or investing in.
Thanks.

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2

Both are in my watchlist, dropped BSE as I heard NSE is coming out with an IPO but nothing happened till now… But not yet purchased any of them. Reason for purchase - same as above.

Also own MCX and Indian Energy exchange.

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3

I’ve already traded in MCX and IEX in the past and exited for now. I’m keeping them on my watchlist and waiting for better entry points on dips.
Thanks for your valuable inputs so far .Looking forward to more valuable suggestions from fellow members.

4

My bet is on Varun Beverages Ltd (VBL)

  • Strong PepsiCo Partnership
  • Growth in Volumes
  • Margin Improvement & Operating Leverage
  • Healthy Financials

“Some invest in AI, some in EVs. I invest in fizz. :tumbler_glass:”

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5

Both are in my portfolio. Recently added to BSE, it is now in momentum.

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