Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged TGBL

“Winners Curse” Afflicts Porinju Veliyath’s Equity Intelligence PMS & Drags CAGR Down In FY 2015-16



The returns from Equity Intelligence, Porinju Veliyath’s PMS, has dipped sharply in FY 2015-16 in comparison to the returns for earlier years. We need to explore the reasons for this grim state of affairs

Porinju Veliyath’s Top Five High-Conviction Mid-Cap Stock Picks Look Like Winner Stocks



Porinju Veliyath has revealed his top five high-conviction stock picks. All five are industry leaders, with top-quality management, and a strong growth trajectory ahead of them

After “Chor” Co, Porinju Veliyath Puts A Buy On Top-Quality Blue-Chip Stock



Porinju Veliyath is an opportunist to the core. He buys stocks wherever he sees value, whether it be a so-called “chor” company or a blue-chip with impeccable credentials

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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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