Before 2019 ends, here is a thread thanking everyone who inspired me to be a better person & investor.
A) Sumeet Nagar of Malabar Investments.
His selection style depends on the next big trend and he has a knack of picking exceptional bottoms up companies having high growth.
A) Sumeet Nagar of Malabar Investments.
His selection style depends on the next big trend and he has a knack of picking exceptional bottoms up companies having high growth.
He usually goes with the number one player or number 2 player in the industry while selecting any company run by young promoters. One of the cleanest spoken and youngest yet experienced teams I ever met.
Past successful holdings: Page Industries (Jockey), Symphony, Motherson Sumi, Hawkins, Info-edge, etc.
Current promising holdings: Safari, Prataap Snacks, Hatsun Agro, SIS, etc.
Current promising holdings: Safari, Prataap Snacks, Hatsun Agro, SIS, etc.
B) Pulak Prasad of Nalanda Capital.
His investment style more or less resembles what Sumeet Nagar's style is. He usually selects companies that are the only ones in their listed space or goes with number 1 or 2 players.
His investment style more or less resembles what Sumeet Nagar's style is. He usually selects companies that are the only ones in their listed space or goes with number 1 or 2 players.
Past successful holdings: Page Industries, Exide, Shree Cement, etc.
Current promising holdings: No new buying from Nalanda Capital only Adding few to their already bought Matrimony.
Current promising holdings: No new buying from Nalanda Capital only Adding few to their already bought Matrimony.
C) @MohnishPabrai of Pabrai Investments.
His style of picking lesser-known companies run by exceptional management at an exceptionally low price.
His style of picking lesser-known companies run by exceptional management at an exceptionally low price.
He usually picks stocks with low
risk and high uncertainity. Apart
from his stock selection, his way
to live life, giving back to the
society & thought process is the
key to build a strong portfolio and life.
risk and high uncertainity. Apart
from his stock selection, his way
to live life, giving back to the
society & thought process is the
key to build a strong portfolio and life.
Past successful Holdings: Fiat Chrysler, etc (not much in Indian stock markets)
Current promising bets: Sunteck Realty, Rain Industries, Kaveri Seeds, etc.
Current promising bets: Sunteck Realty, Rain Industries, Kaveri Seeds, etc.
D) Saurabh Mukherjea of @MarcellusInvest Investment.
His style of picking companies is different yet simple. One of the neatest guys I ever met. He picks companies that have a great historical track record, clean accounting, and good corporate governance.
His style of picking companies is different yet simple. One of the neatest guys I ever met. He picks companies that have a great historical track record, clean accounting, and good corporate governance.
He usually picks blue chips companies that are market leaders, having high growth and a long runway.
Past successful holdings: HDFC Bank, Asian Paints, Pidilite, etc.
Current promising holdings: Dr. Lal Pathlabs, Relaxo Footwears, etc
Past successful holdings: HDFC Bank, Asian Paints, Pidilite, etc.
Current promising holdings: Dr. Lal Pathlabs, Relaxo Footwears, etc
E) @porinju Veliyath of Equity Intelligence.
His style of picking companies is very unusual. One of the finest guys I ever met who has all sorts of themes under his belt. He picks companies from smallcaps space & hidden names. He also focuses on small co. owned by big brands.
His style of picking companies is very unusual. One of the finest guys I ever met who has all sorts of themes under his belt. He picks companies from smallcaps space & hidden names. He also focuses on small co. owned by big brands.
Past successful holdings: KRBL, United Spirits, Future Group company, etc.
Current promising holdings: Praxis Retail, Shalimar Paints, etc.
Current promising holdings: Praxis Retail, Shalimar Paints, etc.
F) @Raamdeo Agarwal of @MotilalOswalLtd
His style of picking stocks is value + growth. One of the smartest value migration theme guy I ever met. Apart from his stock picking, his wealth creation study & entrepreneurial skills attracts me the most.
His style of picking stocks is value + growth. One of the smartest value migration theme guy I ever met. Apart from his stock picking, his wealth creation study & entrepreneurial skills attracts me the most.
Past successful holdings: Bharti Airtel, Hero Motocorp, etc.
Current promising holdings: Vaibhav Global, AU small finance bank, etc.
Current promising holdings: Vaibhav Global, AU small finance bank, etc.
G) @VijayKedia1 of Kedia Securities.
His style of picking stocks is a mix of macro + micro factors. He speaks from a heart that's what I liked the most when I met him. He usually selects number 3 or 4 or 5 player in the industry to go with. Selects from small & mid caps space.
His style of picking stocks is a mix of macro + micro factors. He speaks from a heart that's what I liked the most when I met him. He usually selects number 3 or 4 or 5 player in the industry to go with. Selects from small & mid caps space.
Past successful holdings: Cera Sanitaryware, Atul Auto, etc.
Current promising holdings: Everest, Repro, Vaibhav Global, Sudarshan Chemical, etc.
Current promising holdings: Everest, Repro, Vaibhav Global, Sudarshan Chemical, etc.
There are many investors whose stock-picking abilities and ideology I like but these are the ones whom I like the most.
@porinju Veliyath is my first and will remain my most loved investor.
@porinju Veliyath is my first and will remain my most loved investor.
