Sankaran Naren’s latest mid-cap stock pick is attracting eager attention from hot-shot investors. Despite its scorching performance, it appears destined to go much further given its pedigree and management ability
Cholamandalam Investment is one of the star performers in the portfolio of Renuka Ramnath’s Multiples Equity Fund. She has sold a chunk of the holding in order to return money to investors. However, we can be sure that Cholamandalam will be given pride of place in her new fund
Gateway Distriparks is likely to be one of the big beneficiaries of the GST. Ace investors like Sankaran Naren and Akash Prakash are busy buying truckloads of the stock. We need to stay alert to the situation
Evergreen Stock Basket: Stock selection is based on: Longevity Predictability of business cycle Consistent revenue/profit compounder Valuation comfort Product relevance Market share vis-à-vis competition & Earnings growth rate going ahead (Future Prospects). Dark Horses Stock Basket: Stock selection is based on: Deep Valuation Comfort – based on future prospects Longevity Poised to compound faster revenue/profit […]
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