Porinju Veliyath has rained fire and brimstone on all gurus who advise investors to buy “high quality stocks with a moat” at “high P/E”. He has contemptuously referred to these gurus as “big people, fancied guys” and trashed their advice as “the biggest trap”
Posts tagged Symphony
Porinju Veliyath Goes For Jugular Of High-Quality Purists Even As Two Low-Quality Stocks Breach Circuits
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
Is Prof Sanjay Bakshi’s Fav E-Com Stock Giving Us A Chance To Make Mega Bucks?
While other loss-making e-com companies are commanding sky-high valuations, Prof Sanjay Bakshi’s favourite & highly profitable e-com stock has been battered out of shape and is going a-begging owing to short-term concerns. Given that the long-term fundamentals of the stock are intact, this may be the golden opportunity we are craving for
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