Prof Sanjay Bakshi & Sanjoy Bhattacharyya, both eminent value investing dons, have loaded up on a small-cap stock on the basis that it has huge scalability, strong return ratios and free cash generation. However, the consistent poor results coupled with rumours of financial impropriety have sparked fear amongst novice investors that the stock may be a ‘house of cards’
Bloomberg has revealed important information relating to the AUM and returns of Prof Sanjay Bakshi’s ValueQuest India Moat Fund
Prof Sanjay Bakshi & Ashish Kacholia, both accomplished investors, have taken contrasting views with regard to the future prospects of a small-cap stock which is mired in controversy
Prof Sanjay Bakshi, the authority on value investing, has shed important light on why investors behave in an irrational behaviour and take foolish risks with their capital
It is intriguing that while one ace stock wizard of impeccable credentials sees no merit in a stock and dumps it, another of equally impeccable credentials sees much merit in it and buys it aggressively. We need to understand why there is such difference in the thought process of the two stalwarts and what our own decision should be
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