Basant Maheshwari & Porinju Veliyath are at the opposite ends of the spectrum. While Basant swears by high-quality stocks, Porinju thrives on “chor” stocks. However, neither has been spared by the ruthless Bears. Their respective PMS Funds have suffered heavy losses
Porinju Veliyath has not taken kindly to the action by NAMO and Arun Jaitley of causing a loss of Rs. 1.35 lakh crore to investors in OMC stocks. He has described the move as “penny wise pound foolish” and as “unethical“
Madhu Kela, the visionary stock picker, has reminded us that good news and good prices never go together. Bad news ushers in good prices which is the ideal opportunity for us to aggressively grab high-quality multibagger stocks with both hands
Porinju Veliyath has recommended a high-quality stock which was earlier recommended by Mohnish Pabrai. The stock has the virtues of high-quality, solid assets, brand, good business model & is available at attractive valuations, say the two stalwarts
Evergreen Stock Basket: Stock selection is based on: Longevity Predictability of business cycle Consistent revenue/profit compounder Valuation comfort Product relevance Market share vis-à-vis competition & Earnings growth rate going ahead (Future Prospects). Dark Horses Stock Basket: Stock selection is based on: Deep Valuation Comfort – based on future prospects Longevity Poised to compound faster revenue/profit […]
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