Whiz Kids like Brahmal Vasudevan of Creador and Renuka Ramnath of Multiples Equity have to be in our radar all the time. These savvy investors have the uncanny ability to pick winning stocks. They buy a handful of stocks after in-depth study and with supreme confidence that they know what they are doing.
For instance, Renuka Ramnath of Multiples Equity picked stellar stocks like Cholamandalam Investment (of the venerable Murugappa Group), South Indian Bank (a part of which she sold to stock wizard Mohnish Pabrai), PVR and Arvind. I wrote about Arvind recently, pointing out that it had given Renuka an annualized return of 106%. The other stocks have also given hefty gains.
Bramhal Vasudevan has a stellar track record as well. For Creador’s first fund, Brahmal bought stellar stocks like Cholamandalam Investment (he bought together with Renuka Ramnath), Repco Home Finance and Somany Ceramics.
While Cholamandalam Finance and Somany Ceramics have already doubled, Repco Home Finance has trebled.
Next time, we should join Brahmal Vasudevan on his shopping forays and buy with him. So, if you spot him anywhere looking for stocks, do sound the alert!
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