Tale of the Tape 

Howdy folks. Welcome back to the market of stocks!

Nifty (+0.5%) and Sensex (+0.4%) gained on the back of heavyweight buying. Midcaps (+1.8%) and Smallcaps (+1%) soared. A cool 384 stocks in the NSE 500 ended higher.

Except PSU Banks, all sectors ended in the green. Auto (+1.9%) led the rally, followed by Oil & Gas (+1.7%) and FMCG (+1.2%).

The legendary Warren Buffett is retiring! Read our top story on the legacy left behind by the world’s greatest investor.

M&M was up +3% on a solid Q4 show. Meanwhile, Kotak Mahindra Bank cracked -5% as microfinance stress played Q4 spoiler. More details below.

RR Kabel, Netweb Tech and CDSL saw big moves today. Check out their charts below to find out why.

Adani Group stocks zoomed after reports said its officials met with the US DOJ to get its bribery case closed. Adani Enterprises (+7%) was the top Nifty gainer.

Tata Motors (+2%) was in focus after reports said Jaguar Land Rover had resumed exports to the US.

Swiggy (+12%) posted its biggest single-day gain since listing. PS - the company has expanded its ‘Bolt’ delivery service to 500 cities now.

OMCs soared after Brent crude fell below $60 per barrel. HPCL (+7%), IOC (+4%) and BPCL (+3%) all saw solid gains.

Q4 reactions. Parag Milk Foods was up +13% after reporting a +3x YoY profit bump. Gravita India gained +7% after its topline grew +21% YoY

Market
There’s Only Ever Gonna Be One Warren Buffett!

It’s a bittersweet Monday for the investing world after Warren Buffett announced that he’s hanging up his boots! The Oracle of Omaha is retiring after a six-decade career that made him THE most famous investor in the world. Everyone can learn something from Buffet, so here’s a quick look at his legacy.

First up, the stats. Buffett's advice to all non-investors is to always put their money in the S&P 500. But his personal goal was to beat the index. After all, isn’t that why we pick stocks ourselves? In this metric, Berkshire has absolutely KILLED it: from 1965 to 2024, its shares grew at an annualized 19.9% vs 10.4% for the S&P 500. That’s outperformance over 60 years. PS - the value of Buffett’s ‘Class A’ shares in Berkshire is a whopping $167 billion.

If we had to leave you with two pieces of classic wisdom, they would be: 

1) ‘Our favorite holding period is forever’: Some of Berkshire’s biggest bets held true to this principle. Buffett first bought Coca-Cola back in 1988. Nearly 40 years later, Coke remains a holding and Berkshire’s stake in the firm is valued at ~$25 billion. Fun fact: Coke paid out dividends worth $770 million to Berkshire in 2024 alone. Always remember that holding onto your winners is AS important as ditching the losers.

2) Taking risks: One of Buffett’s most-repeated tips is to avoid investing in things you don't understand. This is partly why he missed a lot of big tech bets. So it was a little ironic that one of Berkshire’s most profitable investments turned out to be in Apple in 2016. The $40 billion bet multiplied into over $150+ billion before he started reducing Berkshire’s stake in 2024. At the recent AGM, Buffett said: “I’m somewhat embarrassed to say Tim Cook has made Berkshire a lot more money than I’ve ever made” -- a reminder of how important it is to be willing to change one’s mind!

Specials
Buy The Dip In Zomato!

Eternal aka Zomato is down -20% from its all-time highs. Is the worst priced in or should you expect further pain? Check out our latest YouTube video for all the answers and bonus trade ideas by SEBI registered experts.