Manish Bhandari’s Vallum Capital has earned 113% in FY 2014-15 and 45% CAGR since October 2011. He has revealed his investment strategy and hinted at the stocks that have contributed to this impressive performance
Posts tagged Porinju Veliyath
Rakesh Jhunjhunwala Gives Green Signal That Bombed-Out Realty Sector Is Bottoming Out & Time Is Ripe For us To Buy Beaten Down Stocks
Rakesh Jhunjhunwala, the Badshah of Dalal Street, is a multi-billionaire today because of his superb sense of timing and mastery of stock picking. He has sent all of us the clarion call that the beleaguered realty sector is close to bottoming out and that the time is ripe for us to gently start loading on to these stocks
Nilesh Shah Of Envision Capital Makes A Packet As PMS Outperforms. Check His Investment Strategy & Latest Stock Picks
Nilesh Shah has revealed that his Envision Capital’s PMS has delivered outsized returns. He has also revealed his investment strategy and latest stock picks
Now Even Billionaire Narayana Murthy Of Infosys Is Charmed By Textile Sector & Buys Chunk Of Prof Sanjay Bakshi’s Fav Textile Stock
The writing is on the wall that the textile sector is the place to be in. Apart from several whiz-kid investors who have already commandeered large chunks of textile stocks, even tech baron Narayana Murthy has decided that there is enormous scope for profit in the sector
Porinju Veliyath’s PMS AUM Surges To Rs. 330 Cr & Compounds At 33% CAGR In Highly Concentrated Portfolio
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%
Prof Sanjay Bakshi Gives Investing Lesson By Taking Advantage Of Downturn To Aggressively Buy Small-Cap Realty Stock
Prof Sanjay Bakshi, the authority on value investing, practices what he preaches. He has taken advantage of the severe downturn in the realty sector to aggressively buy more of his favourite realty stock
Porinju Veliyath’s “High Conviction” Stock Pick, Backed By Radhakishan Damani & Ramesh Damani, Surges 20% On “Value Unlocking” Buzz
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
Did Porinju Veliyath Commit A Tactical Error In Aggressively Buying Selan Even Though Dolly Khanna & Kenneth Andrade Sold Out?
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
Howard Marks Explains Why A “Safe” Stock May Be Risky While A “Risky” Stock May Actually Be Safe
Howard Marks has drawn a masterful distinction between “fundamental risk” and “investment risk” and explained that while a top-quality stock may not have “fundamental” risk, it carries an “investment” risk if we overpay for the stock. The vice-versa is true for a low-quality stock quoting at throwaway valuations, he says. The moot question is how we can apply this wisdom to a real life situation
Now, Even Nilesh Shah Of Envision Capital Says Time Is Ripe To Go Contrarian & Buy Realty Stocks
The clamour amongst super-savvy investors that the time is ripe to buy realty stocks at depressed valuations is growing louder. Nilesh Shah of Envision Capital is the latest to join the distinguished list
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