Search found 144 matches
- Mon Apr 03, 2017 7:39 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath buys over 2 lakh shares in this smallcap firm; should you buy too?
- Replies: 2
- Views: 6168
Re: Porinju Veliyath buys over 2 lakh shares in this smallcap firm; should you buy too?
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
- Tue Feb 14, 2017 5:10 pm
- Forum: Portfolios Of Famous Investors
- Topic: Mandhna retail ventures
- Replies: 4
- Views: 8119
Re: Mandhna retail ventures
Any views on Mandha retail? With correction of 20% is it a good buy?
- Sun Feb 05, 2017 10:50 pm
- Forum: Discussions about stocks
- Topic: any good stocks to buy for 2017
- Replies: 5
- Views: 8799
Re: any good stocks to buy for 2017
Go for TCPL, Dhanuka agritech, Nucleus soft, Vimta labs, Trident
- Thu Feb 02, 2017 4:32 pm
- Forum: Portfolios Of Famous Investors
- Topic: Mandhna retail ventures
- Replies: 4
- Views: 8119
Mandhna retail ventures
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?
- Wed Feb 01, 2017 8:22 am
- Forum: Portfolios Of Famous Investors
- Topic: Ashish Kacholia Latest portfolio 2017
- Replies: 3
- Views: 8400
Re: Ashish Kacholia Latest portfolio 2017
Is ufo movies a good buy with high margin of safety and good upside potential?
- Sun Jan 22, 2017 10:47 pm
- Forum: Portfolios Of Famous Investors
- Topic: Concentrated portfolio
- Replies: 2
- Views: 5260
Concentrated portfolio
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...
- Sun Jan 22, 2017 10:36 pm
- Forum: Portfolios Of Famous Investors
- Topic: Recent purchases of Dolly Khanna and Porinju Veliyath
- Replies: 1
- Views: 4850
Re: Recent purchases of Dolly Khanna and Porinju Veliyath
Is sarda ply a good buy at these levels?
- Thu Jan 19, 2017 9:51 pm
- Forum: Portfolios Of Famous Investors
- Topic: BDH Industries is Porinju Veliyath's latest stock buy
- Replies: 2
- Views: 8899
Re: BDH Industries is Porinju Veliyath's latest stock buy
It's around 73. Good value buy?
- Sun Jan 15, 2017 11:00 am
- Forum: Discussions about stocks
- Topic: Less than 1% holding of Dolly Khanna
- Replies: 1
- Views: 7522
Less than 1% holding of Dolly Khanna
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...
- Sun Jan 15, 2017 10:48 am
- Forum: Discussions about stocks
- Topic: Porinju Veliyath stock recommendations 2017
- Replies: 2
- Views: 9627
Re: Porinju Veliyath stock recommendations 2017
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...