Porinju Veliyath & Dolly Khanna Forum

Porinju often talks chor management companies unable to do chori after demon/GSTwould result in multibaggers.. Suzlon is a great example of this. First Sanghvi picking up stake has brought some professionalism in Suzlon. Next Demon/GST would make chori impossible. This is reflecting in last 2 quarte...

suggest average saksoft as it would bounce back soon... Vedsys is also good you can add more when sentiment against IT stocks is weak.. L&T infotech is one more stock highly undervalued and is getting rerated due to good results ( available at 13 PE) . It's the only buy recommendation by Ambit i...

Porinju invested in izmo 2 years back.. This stock has not moved much but porinju has been patient with it. May be expecting some triggers. BDH industries has been in his portfolio for more than 3 years..

No comments from anyone? Can someone throw light on this?

Porinju was holding samtex fashions for the last 2-3 years. His name does not figure out in more that 1% shareholders list. Has he exited the stock? stock has corrected by 70% in last 2 quarters... some other investors like Anil kumar Goyal still figure out in more than 1%. Is there anything wrong w...

MBL infra was darling of porinju 2 years ago . Last few quarters due to pledge shares selling it took a beating and has corrected by 60-70%. Management had guided that all shares would depledged by 31st march 2017. Has that happened and if that has happened would it be turn around story like j kumar...

There was a posting in equitymaster blog that Dolly khanna has bought Ganesh Benzoplast. I did not notice that in a shareholding unless it's mentioned in annual report. Is the information True?

Tata metaliks has moved 6 times this year.. Is there firther upside on this stock?

With market hitting all time high, don't get to hear what Dolly khanna is doing? Is Dolly investing in sny new stocks or increasing stake in existing holdings?
Can someone throw light on this?

Selan has moved up sharply after Porinju bought it.. But considering that even at this level it's undervalued, does it make a good investment from one year perspective?
Porinju PMS used to have 5% holding in Selan. When did his PMS exit selan are they still holding some stake?