Porinju Veliyath & Dolly Khanna Forum

Latest portfolio of Ashish Kacholia

Shares held by Ashish Kacholia as of 31st December 2016:

Company No of Shares (in Lakhs) Rs Crore YoY Gain (%)
APL Apollo Tubes 5.50 56 47
Pokarna 4.41 54 70
Shaily Engineering Plastics 10.00 53 (3)
Indo Count Industries 24.96 43 (13)
Parag Milk Foods 15.80 41 5
Gujarat Heavy Chemicals 15.00 41 165
S P Apparels 9.25 35 29
DFM Foods 1.17 24 93
Vadilal Industries 3.81 20 10
Genus Power Infrastructures 45.66 19 (28)
Zen Technologies 24.98 19 (19)
Ashiana Housing 12.85 18 2
MT Educare 12.50 16 (17)
Vishnu Chemicals 5.34 15 (4)
Shreyas Shipping 5.75 14 (13)
Vivimed Labs 13.74 13 16
Majesco 3.33 13 (34)
Acrysil (India) 2.21 12 (11)
AYM Syntex 14.04 12 (30)
Ester Industries 15.03 7 (29)
UFO Moviez 5.08 22.57 -

good portfolio. several stocks like potential multibaggers in the long run.

Is ufo movies a good buy with high margin of safety and good upside potential?

valuepicker wrote:Is ufo movies a good buy with high margin of safety and good upside potential?

Looks like a good asset-free business model. Lots of big movies coming which should generate big business. Valuations are also reasonable after the demonetisation crash.