Porinju Veliyath & Dolly Khanna Forum

Most of the porinju picks are loss making as he specializes in turnarounds.. Only meant for bravehearts who look for 10x gains based on future opportunity

balasore alloy is 20% up today

JITF infralogis seems to be a good bet as they are in water management solutions. All smart cities have mandated internet based water measurement and centralized control. This could be a great opportunity as as many cities are gearing up for smart city rollouts and budgets are in place

Dolly khanna has holding in muthoot capital not muthoot finance. Though from the same group both companies are separately listed

18/12/2015 3000 Transfer 94566 0.38
12/02/2016 2850 Transfer 97416 0.39
18/03/2016 (3750) Transfer 93666 0.37
23/03/2016 (6500) Transfer 87166 0.35
31/03/2016 (8920) Transfer 78246 0.31

so as of 31/03/16 holding was 0.31%

Yes in 2016-17 annual report Name is missing Either Dolly Khanna has sold or other investor is appearing in top 10 having holding more that Dolly khanna. 2015-16 has the following activities reported DOLLY KHANNA 12774 0.15 31/03/2015 0 - 12774 0.05 10/04/2015 600 Transfer 13374 0.05 24/04/2015 996 ...

Dolly Khanna has less than 1% stake in Banswara syntex, balsor alloy and anuh pharma... Looking at the Dolly Khann's investment style these stock will cross 1% holding on next 6 months and hold a good promise of 60-80% appreciation. Usually we don't come to know unless holding crosses 1% This being ...

Dolly Khanna has been accumulating Muthoot capital. Dolly has less than 1% holding but the name appeared in top 10 shareholder list. With marketcap of 850 cr there is a significant upside. Any views on this new pick by Dolly Khanna?

Vedvaag is looking attractive at current price. IT stocks are currently out of favour and it's a good time to accumulate these stocks. Once IT rally starts Vedvaag can be 4x stock..

This company has no revenue in Q1 and some losses posted. I don't understand logic behind buying this stock.. Am I missing something? There was a demerger and so the figures are not comparable. Palash Securities is a play on food processing which is a lucrative business. Isn't it strange to name de...