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?
Posts tagged Jubilant Industries
Porinju Veliyath’s PMS AUM Surges To Rs. 330 Cr & Compounds At 33% CAGR In Highly Concentrated Portfolio
Are Sanjoy Bhattacharyya & Porinju Veliyath Being Foolhardy In Aggressively Buying Stocks On Day Of Gory Carnage?
Porinju Veliyath Goes For Jugular Of High-Quality Purists Even As Two Low-Quality Stocks Breach Circuits
Today, in the midst of a market meltdown, Porinju Veliyath had the rare distinction of having two of his favourite stocks surge to upper circuits. He used the opportunity to level the ultimate insult on the purists by calling them “amateurs” for not knowing the difference between “great companies” and “great stocks” and buying so-called high-quality stocks at exorbitant prices