Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Samtex Fashions

Why Is Porinju Veliyath Buying So Many Stocks If He Is A “Concentrated Portfolio” Investor?



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?

Dolly Khanna’s Old Stock Picks Are On Fire. Now, Get Ready For Mega Bucks From Her Latest Stock Pick



Dolly Khanna’s latest stock pick is a top-performer with a visionary management and a high dividend yield. The stock has also attracted the interest of ace investors, Anil Kumar Goel and Kenneth Andrade

Porinju Veliyath Foresees More Multibagger Gains From Latest Micro-cap Stock Pick



Porinju Veliyath’s favourite micro-cap stock has already given mind-blowing multi-bagger returns. However, he sees more gains flowing from the stock and so has bought another truckload of it

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  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
  • Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%
    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
  • Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
    Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
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