Cholamandalam Investment is one of the star performers in the portfolio of Renuka Ramnath’s Multiples Equity Fund. She has sold a chunk of the holding in order to return money to investors. However, we can be sure that Cholamandalam will be given pride of place in her new fund
Edelweiss has a stellar reputation for picking only top quality stocks which have huge upside. Their stock picks for 2015 are on the same lines and can be expected to out-perform by a wide margin
When two ace stock pickers take diametrically opposite views about a stock, it puts us in a precarious position. We need to stay alert to the situation and take appropriate action
If you wanted proof that housing mortgage finance is the sector to bet on, it is provided by Mohnish Pabrai’s latest stock pick, GIC Housing Finance
Brahmal Vasudevan Of Creador is on the prowl, looking for top-quality stocks to invest in. While we need to keep a hawk eye on his picks, we should also pay attention to his investment strategy
R Varadarajan, MD, Repco Home Finance, has explained the business model and “moat” that the company has, which will keep competitors at bay and ensure steady growth
Creador recently sold a chunk of its holding in Repco Home Finance. If you are feeling jittery that this reflects a loss of confidence in Repco, you can rest assured because the stock wizards there have confirmed that Repco is still a great stock to buy
Cholamandalam Investment & Finance Co, promoted by the venerable Murugappa group, is the blue-chip stock to buy and forget. A surprisingly large number of savvy investors have done just that and reaped a rich reward
The news that Brahmal Vasudevan has raised $300 million (Rs. 1800 Cr) for Creador’s second fund means that we have to keep a red alert for his stock picks. His earlier stock picks have given a hefty return and we shouldn’t miss out this time
Brahmal Vasudevan Of Creador Capital has made a brilliant selection of stocks so far. He is now raising a further $250 million (Rs 1,500 crore). What stocks will he buy?
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