Though old-school investors of the proven caliber of Rakesh Jhunjhunwala, Prem Watsa, Samir Arora and others offered sensible advice, new-age investors behaved like drunken sailors and poured billions of dollars into dubious e-com ventures run by college dropouts. Now, these ventures are proving to be bottomless pits and the investors are wailing over their losses
Prof Sanjay Bakshi’s favourite e-com stock surged 20% today on the back of aggressive buying by savvy investors. It looks like the stock is preparing to reclaim its past glory. We need to prepare to get aboard the gravy train if we are not already on it
Porinju Veliyath has revealed his top five high-conviction stock picks. All five are industry leaders, with top-quality management, and a strong growth trajectory ahead of them
Prof Sanjay Bakshi’s all-time favourite stocks are facing severe correction on the back of poor Q1FY16 results. Given that the fundamentals of these stocks are strong, is there an opportunity for us to tuck into these stocks?
It is simply mind-boggling that while we are barely eking out a living, Nikesh Arora of Softbank is taking home an annual salary of Rs. 850 crore which is more than the collective net worth of our favourite stock pickers
Prof Sanjay Bakshi’s favourite e-com stock has been battered out of shape owing to successive poor quarterly results. However, all is not lost yet and there is still a chance to make mega bucks from the stock says Nirmal Bang
Old-school investment gurus have been scathing in their criticism of the sustainability of the e-com business model and of the valuations paid by investors. However, the profits shown by Amazon Inc, the mother of all e-com companies, and the consequent surge in its stock valuation, suggests that the gurus may need to revisit their hypothesis
Porinju Veliyath is an opportunist to the core. He buys stocks wherever he sees value, whether it be a so-called “chor” company or a blue-chip with impeccable credentials
Porinju Veliyath has a habit of talking about the stocks that he is bullish on even before he actually buys them. His chatter about this ultra micro-cap e-com stock suggests that he may be preparing to launch a covert buying operation soon
Porinju Veliyath has been aggressively buying the stock of a micro-cap e-com stock probably on the calculation that the hype that will result in the wake of the IPOs of Infibeam, Flipkart, Snapdeal etc will send all e-com stocks into stratospheric heights
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