Saurabh Mukherjea is known for his mastery in identifying contra themes and being an early investor therein. He has identified a new theme which is emerging from the doldrums & also picked the top stocks in it
Posts tagged ValuePickr Forum
Fear Grips Investors In “Next L&T” & “Next Page Industries” Stocks After Manpasand Fiasco
Investors merrily tucked into stocks with dubious credentials on the premise that they would blossom into “next L&T” and “next Page Industries” and shower multibagger gains. However, reality is now dawning upon investors that these may be junkyard stocks. Unfortunately, the exit doors are blocked and there is nowhere to run or hide
Is Fav Stock Of Prof Sanjay Bakshi & Sanjoy Bhattacharyya A ‘Hidden Gem’ Or A ‘House Of Cards’?
Prof Sanjay Bakshi & Sanjoy Bhattacharyya, both eminent value investing dons, have loaded up on a small-cap stock on the basis that it has huge scalability, strong return ratios and free cash generation. However, the consistent poor results coupled with rumours of financial impropriety have sparked fear amongst novice investors that the stock may be a ‘house of cards’
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