Dolly Khanna has homed in on a new sector which is at inflection point because it is transitioning from a commoditized business to a branded one. It is inevitable that multibagger gains will gush out of the sector. Dolly has picked the best stocks from the sector
Porinju Veliyath has publicly declared that he loves the merits of a ‘concentrated portfolio’. Yet, once every few days, one can spot him buying some random stock or the other in a bulk deal. What is his game plan?
Porinju Veliyath’s aggressive buying action appears to have been inauspiciously timed. The Company whose stock he bought has found itself on the wrong side of regulatory action. Will Porinju bail out of the stock or will he brazen it out?
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