Porinju’s chilling warning that the purists are behaving like amateurs by confusing between “good stocks” and “good companies” and by buying so-called high-quality stocks at exorbitant valuations is coming true. The purists are now at a dead end, with nowhere to hide!
Prof Sanjay Bakshi’s favourite stock which supposedly has an “impenetrable moat” around it has fallen off the cliff. Worse, the Company is being likened to Satyam and questions are being raised about the existence of a huge amount of cash on its books. What is the way out for its beleaguered investors?
Porinju Veliyath has rained fire and brimstone on all gurus who advise investors to buy “high quality stocks with a moat” at “high P/E”. He has contemptuously referred to these gurus as “big people, fancied guys” and trashed their advice as “the biggest trap”
A stock aptly described by Brahmal Vasudevan and Anand Narayan as “an exceptional co experiencing a phenomenal growth rate” has given magnificent gains in the short-term and looks good for more gains in the future
If you are looking for inspiration on how buying the right stocks at the right time can lead to mind-boggling riches, Ashish Kacholia’s magnificent portfolio of glittering multi-baggers will fill you with enthusiasm and vigour that you can also achieve such incredible success with a little bit of hard work and good luck
Prof Sanjay Bakshi, the authority on value investing, practices what he preaches. He has taken advantage of the severe downturn in the realty sector to aggressively buy more of his favourite realty stock
Kshitij Anand of ET has spoken to leading stock market experts and collated their advice on the best realty stocks to buy now
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
Porinju Veliyath has shocked everyone with the ultimate daredevil challenge that the beleaguered realty sector will surge to such an incredible extent that it will give 200% more gain than the Nifty. Has Porinju bitten off more than he can chew or will he emerge a winner this time as well?
Ramesh Damani has sent the clarion call that realty stocks have reached the point of ultimate pessimism and that the time is perfect for us to become contrarian and aggressively buy these stocks
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