Search found 144 matches

by valuepicker
Wed May 16, 2018 3:45 pm
Forum: Portfolios Of Famous Investors
Topic: Kaya the next Multibagger
Replies: 1
Views: 8144

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
by valuepicker
Sat May 05, 2018 5:08 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Latest Stock Pick
Replies: 1
Views: 11012

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.
by valuepicker
Sat May 05, 2018 5:04 pm
Forum: Portfolios Of Famous Investors
Topic: Dolly Khanna latest stock pick
Replies: 2
Views: 9390

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...
by valuepicker
Sat May 05, 2018 4:56 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju increased Stake in Sarda Plywood
Replies: 9
Views: 17957

Re: Porinju increased Stake in Sarda Plywood

Now SARDA ply has moved out of ST. You can buy now from your regular brokerage portals
by valuepicker
Mon Apr 30, 2018 6:05 pm
Forum: Portfolios Of Famous Investors
Topic: Ramesh Damani Latest Stock Picks Portfolio (2018)
Replies: 6
Views: 16582

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?
by valuepicker
Mon Apr 30, 2018 5:28 pm
Forum: Portfolios Of Famous Investors
Topic: liquor stocks
Replies: 0
Views: 6486

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...
by valuepicker
Mon Apr 02, 2018 4:36 pm
Forum: Portfolios Of Famous Investors
Topic: Healthcare global enterprises
Replies: 0
Views: 6671

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...
by valuepicker
Wed Mar 28, 2018 7:55 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Latest Stock Pick Va Tech Wabag
Replies: 1
Views: 8909

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
by valuepicker
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: 20298

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...
by valuepicker
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: 20298

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?