Ashish Kacholia Latest Portfolio 2017

Ashish Kacholia of Lucky Securities is a darling of many of the value investors in stock market. He started his career with Prime Securities and later on moved to Edelweiss Capital. In Prime Securities he was on the research desk, researching stocks for the company's portfolio and he used to visit a lot of companies and create financial models. His focus was on small cap stocks, which they were expecting to grow much bigger and strategy work for bull market days. 

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Porinju Veliyath Latest Portfolio Changes - November 2017

Let us discuss about the latest portfolio changes of our Master portfolio member Porinju Veliyath. You can analyze his current portfolio here. This post is meant to detail the changes happened in his portfolio in the last quarter - Q2 of 2017-18. Total portfolio value of Porinju Veliyath now comes to approx 16 crores as per public data.

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Porinju Veliyath Latest Stock Portfolio November 2017

A planter and patriot first, Porinju Veliyath has become a worth looking portfolio manager in Indian stock market investing arena. Through his company named  Equity Intelligence, he has been running a portfolio management scheme (PMS) out of Cochin, in Kerala, starting from 2002.

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Bitcoin Future Coming - Coinbase Adds 100,000 Users in 24 hrs

Bitcoin has touched a new life time high of $7450 after the news came out from CME Group, the world's leading and most diverse derivatives marketplace, that it intends to launch bitcoin futures in the fourth quarter of 2017, pending all relevant regulatory review periods.

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5 Things Bitcoin Holders Should Know About Bitcoin Gold

Summary
  • On October 25th, Bitcoin is undergoing a hard fork to split the coin into two - Bitcoin (BTC) and Bitcoin Gold (BTG)
  • The new BTG branch will have the same transaction history of its parent BTC
  • A more decentralized, democratic mining infrastructure is the ultimate goal of Bitcoin Gold
Recap: In my August post, I put a target of $6000 for Bitcoin, which is already achieved.

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Can Governments Ban Bitcoin Effectively?

Summary
  • Bitcoin is into limelight again as it broke the previous life time high and crossed $5000 mark convincingly, after the "China driven" meltdown.
  • Experts and charts suggest further upside potential for Bitcoin.
  • Ultimate resistance from Governments is yet to come.
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Bitcoin Buyers Are Stupid: JP Morgan CEO Jamie Dimon

JP Morgan CEO Jamie Dimon is always in news by criticizing Bitcoin, right from 2014. Markets have found a correlation between Jamie Dimon's comments and the relative Bitcoin price movement which seems to be very interesting. Jamie Dimon is well known as a long-time critic of Bitcoin – he said that the cryptocurrency would "not survive" back in 2015 when the price was hovering around the $400 level. 

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Three Interesting Stocks Mutual Funds Bought In September 2017

Let us analyze three interesting stocks bought by different mutual funds last month. Though there are many stocks which are bought by mutual funds stocks in September, I hand picked below three due to  their future potential. Kindly note that these are not buy recommendations but eye openers for further detailed study.

1. Cyient Ltd
2. Mayur Uniquoters
3. Worth Peripherals

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IPO Review - General Insurance Corporation of India

General Insurance Corporation of India is the largest reinsurance company in India in terms of gross premiums accepted in Fiscal 2017, and they accounted for approximately 60% of the premiums ceded by Indian insurers to reinsurers during Fiscal 2017, according to CRISIL Research.  General Insurance Corporation of India is also an international reinsurer that underwrote business from 162 countries as at March 31, 2017.

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Why Indian Market Will Not Correct Much In Near Future

Unless the existing goe-political tension across world, especially between US and North Korea, turns into a war, I don't see a reason for Indian equity market to correct heavily in coming days. Any correction to 9100 or even 9500 is a good buying opportunity for retailers with long term investment horizon. Supercyle in Domestic liquidity is the main and perhaps the only reason why there is less chance for market correction, even though the marco-economic picture of India is not looking good for the next 2 quarters at least from now. Let us see how money fill be pumped by DII's to support the market.

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