Search found 144 matches
- Wed May 16, 2018 3:45 pm
- Forum: Portfolios Of Famous Investors
- Topic: Kaya the next Multibagger
- Replies: 1
- Views: 9440
Re: Kaya the next Multibagger
Kaya is from Marico and company from group like that can not remain depressed for a long time. With discretionary spend on rise, it will do well. It's the leader in this segment and with deep penetration in the country, it will be a great compounder for next 5 years
- Sat May 05, 2018 5:08 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath Latest Stock Pick
- Replies: 1
- Views: 12649
Re: Porinju Veliyath Latest Stock Pick
Great company was staganant as it was overvalued for the past 3 years.With the time correction it now looks very attractive for a secular growth for next 5 years. A must have compounder in your portfolio.
- Sat May 05, 2018 5:04 pm
- Forum: Portfolios Of Famous Investors
- Topic: Dolly Khanna latest stock pick
- Replies: 2
- Views: 11485
Re: Dolly Khanna latest stock pick
Associated alcohol is is doubling capacity as diageo is shifting from in-house to outsource model for distillery operations.They are also distributors of United spirits for Chattisgarh state. All this is going to double the revenue and bottom line. They are also launching their own brands but not su...
- Sat May 05, 2018 4:56 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju increased Stake in Sarda Plywood
- Replies: 9
- Views: 21322
Re: Porinju increased Stake in Sarda Plywood
Now SARDA ply has moved out of ST. You can buy now from your regular brokerage portals
- Mon Apr 30, 2018 6:05 pm
- Forum: Portfolios Of Famous Investors
- Topic: Ramesh Damani Latest Stock Picks Portfolio (2018)
- Replies: 6
- Views: 19519
Re: Ramesh Damani Latest Stock Picks Portfolio (2018)
Is SRG finance looking to be a compounder. It has corrected a bit Is it a good level to enter or one should wait for more correction?
- Mon Apr 30, 2018 5:28 pm
- Forum: Portfolios Of Famous Investors
- Topic: liquor stocks
- Replies: 0
- Views: 8771
liquor stocks
Dolly Khanna has bought stake into Som distillery, associated alcohol and breweries and Radico khaitan... All Liquor stocks are catching frenzy of investors with Som panning a growth of 70% for next 2-3 years. Liquor stocks always get beating especially during the elections when political parties de...
- Mon Apr 02, 2018 4:36 pm
- Forum: Portfolios Of Famous Investors
- Topic: Healthcare global enterprises
- Replies: 0
- Views: 9082
Healthcare global enterprises
Mohnish Pabrai has bought Healthcare global enterprises which focuses on cancer and infertility verticals. It provides state of the art facilities and consulting to second tier cities. It uses asset light model . With huge population needing proper healthcare this stock seems to be a great compounde...
- Wed Mar 28, 2018 7:55 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath Latest Stock Pick Va Tech Wabag
- Replies: 1
- Views: 10326
Re: Porinju Veliyath Latest Stock Pick Va Tech Wabag
With focus on water this company with niche offering should be a great compounder next 5 years. A must have in your value portfolio
- Mon Mar 12, 2018 7:33 am
- Forum: Portfolios Of Famous Investors
- Topic: KRBL FANTASTIC COMPANY BOUGHT BY THE PABRAI INVESTMENT FUND IV LP
- Replies: 12
- Views: 25465
Re: KRBL FANTASTIC COMPANY BOUGHT BY THE PABRAI INVESTMENT FUND IV LP
Mohnish usually does not enter a stock unless he sees 10x upside. As per his interview all his buys have dipped after he buys but he keeps the conviction, He has a concentrated bets portfolio strategy and if you look at his bets they are hardly 6 unlike dolly khanna and Proinju who have 40-45 stocks...
- Sat Mar 10, 2018 10:46 pm
- Forum: Portfolios Of Famous Investors
- Topic: KRBL FANTASTIC COMPANY BOUGHT BY THE PABRAI INVESTMENT FUND IV LP
- Replies: 12
- Views: 25465
Re: KRBL FANTASTIC COMPANY BOUGHT BY THE PABRAI INVESTMENT FUND IV LP
There has been significant correction in this stock. Does KRBL now look attractive from a long term perspective?