Author Archive: michael
A study of the stocks in Rakesh Jhunjhunwala’s latest portfolio reveals that there are many additions and deletions
The latest portfolio and holdings of Anil Kumar Goel as of April 2017 are as follows. His net worth is more than Rs. 1000 crore. He has several multibaggers in the portfolio. We will update the portfolio on a regular basis for the benefit of investors who want full details of latest multibagger buys and sales
Can be Pricol Ltd be a multibagger stock because of the new regulation of the Government which requires all public transport vehicles to fit location tracking devices? Pricol has announced that its 2020 vision is to have a top line of Rs. 30 Billion. The present top line is about Rs. 13 Billion. The business of fleet management and telematics is a minor part of Pricol ’s business and contributes about 15% to the top line. This is a scalable business and can contribute in a major way to the Company’ profitability. The valuations at which the Company is quoting are not expensive. The present market cap is only Rs. 850 crore. This is below the book value after the reverse merger of Pricol Ltd with its subsidiary.
We have studied the portfolio and holdings of Porinju Veliyath in detail. We have also seen the multibagger stocks that are held in the portfolio. Now, as per the ET,… Read more >