Porinju Veliyath has made the startling disclosure that the funds under management in his PMS have soared to Rs. 330 crore. He has also revealed that the PMS has a concentrated portfolio of only 8 to 10 stocks and that the stocks are compounding at a mind-boggling CAGR of 33%
Sumir Chadha, the whiz-kid founder of Westbridge Capital/ Jwalamukhi Holdings, has given important pointers on the techniques followed by the Fund to find winning stocks. He has also discussed his favourite stocks at length
Porinju Veliyath’s stars on the ascent and so it is not surprising that several of his stock picks are surging and breaching the circuit limits. One of his stock picks, which is backed by investment legends Radhakishan and Ramesh Damani, is headed for mega “value unlocking” gains
Anup Maheshwari is the whiz-kid fund manager with DSP BlackRock Mutual Fund and is credited with identifying several multi-bagger stocks. He has given important pointers about his investment strategy and favourite stocks
Porinju Veliyath has been aggressively buying the stock of Selan Exploration, the producer of crude oil. However, the recent blood-curdling prediction by Goldman Sachs that crude oil prices are likely to slump to a low of $20 per barrel on the back of a glut in production and a fall in demand has raised doubts about the veracity of Porinju’s bullishness for Selan Exploration
Ace stock pickers love to hate Jim Rogers, the so-called legendary maverick investor. His controversial statements about NAMO and Indian stocks always gets their knickers in a twist and they love to outrage about it
Yesterday’s savage fall has spooked the average Raju and he has sworn off investing in equities. Prashant Jain is back at his unenviable job of persuading Raju to change his mind
SEBI has passed a stern order holding that Subrata Roy Sahara is not a “fit and proper” person to run a mutual fund. It has cancelled the license of the Sahara Mutual Fund and directed transfer/ redemption of the unit holders’ money
LKP has identified seven top-quality large-cap and mid-cap stocks that are worthy of a buy now
Ace value investors have burnt their fingers badly by focusing on the so-called dividend yield of Noida Toll Bridge and turning a blind eye to the sustainability of its business model
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