Search found 126 matches

by valuepicker
Sun Sep 23, 2018 7:58 pm
Forum: Portfolios Of Famous Investors
Topic: Madhusudan Kela of Reliance Capital : brilliant opportunities to buy these companies
Replies: 3
Views: 44

Re: Madhusudan Kela of Reliance Capital : brilliant opportunities to buy these companies

With many invested in high PE HFC stocks with low margin of safety, is it advisable to do bottom fishing? With sentiments turning against HFCs there could be further correction in days to come. Buying now will mean catching z falling knife..
by valuepicker
Mon Sep 03, 2018 7:41 pm
Forum: Portfolios Of Famous Investors
Topic: CLONE
Replies: 13
Views: 733

Re: CLONE

Mohnish Pabrai is also a successful cloner. He says he shamelessly copies successful investors and that is the secret of his success..
by valuepicker
Mon Sep 03, 2018 1:24 pm
Forum: Portfolios Of Famous Investors
Topic: NEW ENTRY BY DOLLY KHANNA (ANNUAL REPORT) 3 SEPT 2018
Replies: 22
Views: 1150

Re: NEW ENTRY BY DOLLY KHANNA (ANNUAL REPORT) 3 SEPT 2018

As per June ending 2017 Dolly had more than 1% stake in Shreyans industries. May be after that it was sold and now again bought
by valuepicker
Sun Sep 02, 2018 7:32 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Portfolio stock has Rs 20,000-crore opportunity in water solutions
Replies: 2
Views: 479

Re: Porinju Veliyath Portfolio stock has Rs 20,000-crore opportunity in water solutions

L&T's fastest growing business unit is water as L&T infotech is separately listed. Water is also most pritable with Pat of15 percent very healthy for a construction company. No wonder with increase in water business requirement other companies specialized in water solutions like VA tech wagbag are a...
by valuepicker
Fri Aug 24, 2018 9:54 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath latest stock pick in bulk deal
Replies: 2
Views: 1000

Re: Porinju Veliyath latest stock pick in bulk deal

what is the reason Ashish Kacholia has dumped vadilal? Is the dispute and power tussle among brothers reason to dump it? What makes Porinju think differently than Ashish kacholia to buy the stock?
by valuepicker
Wed Aug 08, 2018 10:07 pm
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD
Replies: 7
Views: 1537

Re: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD

dolly khanna has bought 1.04 lakh shares in Selan today. Must have been buying in smaller chunks for a week
by valuepicker
Sun Aug 05, 2018 8:10 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 12
Views: 4610

Re: L&T infotech

Thanks it's an ugly ducking turning into swan. L&T group as part of the sebi mandate is diluting the stake. So L&T infotech has corrected despite excellent results. FII/FPIs have been increasing their exposure (current 8 pc) though mutual funds are not agressive buyers. Current correction is an exce...
by valuepicker
Mon Jul 30, 2018 8:30 pm
Forum: Portfolios Of Famous Investors
Topic: GUESS NEW ENTRY BY DOLLY KHANNA BUT NOT SHOWN IN SHAREHOLDING PATTERN
Replies: 14
Views: 2530

Re: GUESS NEW ENTRY BY DOLLY KHANNA BUT NOT SHOWN IN SHAREHOLDING PATTERN

Buying this stock and keeping it for 2-3 years will give you much better rewards. Anyway plz follow up regarding the reward announced by Sumit
by valuepicker
Mon Jul 23, 2018 7:23 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 12
Views: 4610

Re: L&T infotech

L&T infotech has posted impressive results  Revenue at Rs 21,557 million; growth of 7.7% QoQ and 29.0% YoY  Net Income at Rs 3,612 million; growth of 24.8% QoQ and 35.2% YoY FIIs and FPIs have turned bullish on L&T infotech and have increased their exposure to 8 percent. On back on impressive resu...