Porinju Veliyath & Dolly Khanna Forum

It's hitting lower circuit for the past few sessions.. If it comes back to the price porinju bought it, it could be good investment

Any views on Mandha retail? With correction of 20% is it a good buy?

Go for TCPL, Dhanuka agritech, Nucleus soft, Vimta labs, Trident

Rakesh Jhunjhunwala holds 14%stake in mandhana. It made debue on exchange with a bang and has corrected significantly after that. With this valuations are looking cheap. Is it a good buy at current levels?

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

Both Dolly khanna and Porinju have been buying many stocks which is against strategy of having concentrated portfolios by value investors. But these many stocks sre also giving good returns.. Do investors follow theory of concentration professed by value investor community or result orientation of d...

Is sarda ply a good buy at these levels?

It's around 73. Good value buy?

Dolly khanna has been accumulating vimta labs, tcpl, fineotec chemicals, Dhanuka agro, Nucleus software, Trident quietly. They don't appear in his portfolio as it has not yet crossed 1% After holding crosses 1% it catches everyone's attention as it comes as a disclosure on bse/Nse. Dolly Khanna usua...

Porinju has recommened bombay burma trading and bengal assam. Bombay burma holds 50% of britania and bengal assam jk group companies jk lakhmi cement and jk tyres. If you factor marketcap of businesses held both comapies are trading at 90% discount of the underlying businesses. Can you explain why i...