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
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