Ashish Kacholia Gets His First Pick from Textile Industry

On July 20th, in our post named-$650 billion opportunity by 2025 for Textile Industry: Pick the winners now- we have highlighted the hidden opportunities in Indian Textile Industry and hand picked 2 stocks for long term play. We recommended that a buy is advisable in Trident which was trading at Rs. 33 and KPR Mills which was trading at Rs. 667. Well, two stocks has already given 12.73% and 15.44% returns respectively due their excellent results.

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Opportunities Still Exit in MidCap Space: HSBC Report

Economic Times has come up with a note stating that there are still opportunities exits in the midcap space even though the stocks have run up a lot in recent time. Noting HSBC report, ET shows that despite this performance, the universe still trades at a 20 per cent discount to large-cap companies.

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Flashback and Future views - 4

We gave our last portfolio flashback on 31st January 2015. Between January and this July market has seen its life time high and then a 15-20 percent correction. We don't believe in "playing" with market and as you can see we have recommended only 15 stocks in the last 2 years and most of them has performed exceptionally well.

So where do we stand now?

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Force Motors becomes a 5 Bagger for Porinju Veliyath


On 10 July 2014, after accumulating the required quantity for his PMS, Porinju Veliyath published the research report on Force Motors. The report showcased the cheap valuations of Force Motors at the price of Rs.475 and potential upside it can have in the near future. Also on July 11, he tweeted that Force Motors is a compelling by at then price of Rs. 445.


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RIP APJ Abdul Kalam


Dear Value Pick, You Are the Synonym for Indian Value Investing Ideas - A Tribute

We @www.indianhiddengems.com, have showcased many masters who guide retailers in selecting their picks, advice the whole idea of value investing and identify hidden gems early. But when it comes to retail and small scale Indian investors, we cannot imagine a name other than this unknown person from Kottayam, Kerala who has been guiding his followers for the last 5 long years. 

Value Pick Blog About Me

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Thoughts on Roller Coaster Investing by Prof Sanjay Bakshi

When it comes to stock market basics,we have never seen a person like Prof Sanjay Bakshi who has the magnificent charisma to explain it better. In his latest article, he explain his thoughts on Roller Coaster Investing. The note clearly explain the temptation to sell long term holdings for short term gain. He takes the example of Wabco India and explain it neatly. From January 2009 till date, Wabco India corrected more than 20% 6 times, but the stock has traveled from Rs. 170 to Rs. 5400. So interesting, Isn't ?

Prof Sanjay Bakshi

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Kitex Garments- Different People, Different Opinions

Kitex Garments is one of the most hyped stocks in Indian Market for the last one year. It has been a 10 bagger for people who invested in it one year before. This June 2015 quarter result was not able to meet the expectations of the investors and Kitex Garments has responded to it. From an all time high of Rs. 1070,it has nosedived to Rs. 754 today. Now the interesting factor is people from different corners are coming up with different opinions. Our "Master Portfolio Member" Porinju Veliyath is on first place to attach the stock, pointing on its high valuations.

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Acrysil Limited - The Latest Multibagger Idea by Ashish Kacholia

Our Master Portfolio Member, Ashish Kacholia is continuing his shopping in value investing ideas. In the latest news, he is going to own 4.2 percent or 2,21,240 shares of Acrysil India, a company which manufactures and sells kitchen sinks/centers. According to the latest disclosure by the company to stock exchanges, company is going to issue 5,30,976 equity shares to Ashish Kacholia, Varun Dega  and Bengal Finance and Investment Company on preferential basis at a price of Rs. 572. 2,21,240 shares goes to Ashish Kacholia, 88,496 shares are bagged by Varun Dega and the rest goes to Bengal Finance and Investment Company.

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Ashish Kacholia buys Lokesh Machines - A Multibagger in Making??

According to the latest share holding pattern, Lokesh Machines is blessed with the entry of our Master Portfolio Member, Ashish Kacholia. The share holding pattern says that Ashish Kacholia is holding a major chunk of Lokesh Machines. In 30th March 2015, an extra ordinary general meeting was held and as an outcome , company decided to allocate 10,00,000 shares to the legendary investor Ashish Kacholia at a rate of Rs. 50. This comes to an investment amount of Rs.5 crores. Along with that company also allotted 60,000 shares as warrants. Company  stated that the amount will be used to reduce its existing debts and to meet the working capital requirements.

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Geojit Research Report - Accumulate LG Balakrishnan

In its July 2015 Portfolio Talk report, Geojit BNP Paribas has come up with a few stock ideas. From the report, We have hand-picked the "Accumulate" call of LG Balakrishnan by research analyst Mr. Saji John.

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Motilal Oswal India Strategy Report for FY16

Leading brokerage firm Motilal Oswal has come up with its India Strategy Report for FY16. The report is a detailed one which covers different sectors like Automobiles, Capital Goods, Cement, Consumer, Financial-Banks, Financial NBFCs, Healthcare, Media, Oil & Gas, Metals, Real Estate, Technology, Telecom, Retail etc in Indian Industry and the possible winners going forward.

Team Motilal Oswal

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$650 billion opportunity by 2025 for Textile Industry: Pick the winners now!!

One year before, we recommended a not well known textile company called Vardhman Textiles, when it was trading at 342. The stock was moved slowly and steadily giving an almost 100% return. In the recommendation article we mentioned that the whole textile industry is testing the patience of investors.But if we look back now, it was a wonderful year that passed on.

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Rich Dad Poor Dad Summary & Chapters

The "Rich Dad, Poor Dad" is the story of a person who is actually the narrator and author and has two fathers: the first was his well educated biological father, termed as the "poor dad" - and the other was the father of his childhood best friend, Mike, termed as the "rich dad" who is less educated. Both fathers taught the author how to achieve success but with very disparate approaches. Throughout this book, the author compares both fathers – their principles, financial practices, ideas and degree of dynamism and how his real father, the poor and struggling but highly educated man, against his rich dad in terms of asset building and business acumen.

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Rich Dad Poor Dad -Epilogue

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

As the book draws to a close and approaches publication, I would like to share a final thought with you. The main reason I wrote this book was to share insights into how increased financial intelligence can be used to solve many of life's common problems. Without financial training, we all too often use the standard formulas to get through life, such as to work hard, save, borrow and pay excessive taxes. Today we need better information.

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Rich Dad Poor Dad Chapter 10 - Still Want More? Here are Some To Do's

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Many people may not be satisfied with my ten steps. They see them more as philosophies than actions. I think understanding the philosophy is just as important as the action. There are many people who want to do, instead of think, and then there are people who think but do not do. I would say that I am both. I love new ideas and I love action.

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Rich Dad Poor Dad Chapter 9 - Getting Started

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

I wish I could say acquiring wealth was easy for me, but it wasn't.

So in response to the question "How do I start?" I offer the thought process I go through on a day-by-day basis. It really is easy to find great deals. I promise you that. It's just like riding a bike. After a little wobbling, it's a piece of cake. But when it comes to money, it's the determination to get through the wobbling that's a personal thing.

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Rich Dad Poor Dad Chapter 8 - Overcoming Obstacles

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Once people have studied and become financially literate, they may still face roadblocks to becoming financially independent. There are five main reasons why financially literate people may still not develop abundant asset columns. Asset columns that could produce large sums of cash flow. Asset columns that could free them to live the life they dream of, instead of working full time just to pay bills. The five reasons are:

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Rich Dad Poor Dad Chapter 7 - Don't Work for Money

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

In 1995,I granted an interview with a newspaper in Singapore. The young female reporter was on time, and the interview got under way immediately. We sat in the lobby of a luxurious hotel, sipping coffee and discussing the purpose of my visit to Singapore. I was to "The Secrets of the Rich."

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Rich Dad Poor Dad Chapter 6 - Lesson Five:The Rich Invent Money

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Last night, I took a break from writing and watched a TV program on the history of a young man named Alexander Graham Bell. Bell had just patented his telephone, and was having growing pains because the demand for his new invention was so strong. Needing a bigger company, he then went to the giant at that time, Western Union, and asked them if they would buy his patent and his tiny company. He wanted $100,000 for the whole package. The president of Western Union scoffed at him and turned him down, saying the price was ridiculous. The rest is history. A multi-billion-dollar industry emerged, and AT&T was born.

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Rich Dad Poor Dad Chapter 4 - Mind Your Own Business

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

In 1974, Ray Kroc, the founder of McDonald's, was asked to speak to the MBA class at the University of Texas at Austin. A dear friend of mine, Keith Cunningham, was a student in that MBA class. After a powerful and inspiring talk, the class adjourned and the students asked Ray if he would join them at their favorite hangout to have a few beers. Ray graciously accepted.

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Rich Dad Poor Dad Chapter 3 - Why Teach Financial Literacy? - Part 2

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

So what causes the confusion? Or how could something so simple be so screwed up? Why would someone buy an asset that was really a liability. The answer is found in basic education.

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Rich Dad Poor Dad Chapter 3 - Why Teach Financial Literacy? - Part 1

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Lesson Two:Why Teach Financial Literacy?
In 1990, my best friend, Mike, took over his father's empire and is, in fact, doing a better job than his dad did. We see each other once or twice a year on the golf course. He and his wife are wealthier than you could imagine. Rich dad's empire is in great hands, and Mike is now grooming his son to take his place, as his dad had groomed us.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 4

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

As he climbed into his pickup truck, outside of his little convenience store, he said, "Keep working boys, but the sooner you forget about needing a paycheck, the easier your adult life will be. Keep using your brain, work for free, and soon your mind will show you ways of making money far beyond what I could ever pay you. You will see things that other people never see.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 3

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

I didn't tell my poor dad I wasn't being paid. He would not have understood, and I did not want to try to explain something that I did not yet understand myself.

For three more weeks, Mike and I worked for three hours, every Saturday, for nothing. The work didn't bother me, and the routine got easier. It was the missed baseball games and not being able to afford to buy a few comic books that got to me.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 2

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

"I'll pay you 10 cents an hour. "

Even by 1956 pay standards, 10 cents an hour was low.

Michael and I met with his dad that morning at 8 o'clock. He was already busy and had been at work for more than an hour. His construction supervisor was just leaving in his pickup truck as I walked up to his simple, small and tidy home. Mike met me at the door.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 1

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter chapter here

"Dad, Can You Tell Me How to Get Rich?"

My dad put down the evening paper. "Why do you want to get rich, son?"

"Because today Jimmy's mom drove up in their new Cadillac, and they were going to their beach house for the weekend. He took three of his friends, but Mike and I weren't invited. They told us we weren't invited because we were `poor kids'."

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Rich Dad, Poor Dad Chapter 1 - As Narrated by Robert Kiyosaki

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. A good read for value investors!!

Rich Dad, Poor Dad Chapter 1
I had two fathers, a rich one and a poor one. One was highly educated and intelligent; he had a Ph.D. and completed four years of undergraduate work in less than two years. He then went on to Stanford University, the University of Chicago, and Northwestern University to do his advanced studies, all on full financial scholarships. The other father never finished the eighth grade.

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Ashish Kacholia buys Man Industries

Our "Master Portfolio Member" Ashish Kacholia's portfolio is armed with a new stock - Man Industries. On July 8, Ashish Kacholia purchased 5 lakhs equity shares representing 0.88% of total equity of Man Industries at an average price of Rs 110.76 per share. After axiscades, this seems to be his next bet.

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Porinju Veliyath bets big on e-commerce Companies

Porinju Veliyath continues his shopping like there is no tomorrow!!!. Data shows that he is not short of money. What our guess is that, wealthy kerala NRI's are betting high on Porinju Veliyath and his PMS firm - Equity Intelligence and pouring money. Below are the two e-commerce companies that Porinju is heavily betting on.

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Innovative Tech Pack - A Potential Multibagger in Making

Realize the Huge Potential for PET Bottle Business
The global plastics industry is observing a continuous shift of production bases to low-cost Asian countries. With increasing foreign investment and rise in the number of new manufacturing establishments in the region, Asia has become the largest and the fastest growing market for plastics in the world. In particular, China and India offer enormous growth opportunities due to expanding production activities in the countries. 

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Rakesh Jhunjhunwala Latest Portfolio

Rakesh Jhunjhunwala, the pied piper of the Indian stock markets, started his investment career with an initial investment of Rs.5000 in 1985, when is age was 25 and BSE Sensex was at just at 150. He made his first break through in 1986 when he sold out 5,000 shares of Tata Tea at a price of Rs 143 which he had purchased for Rs 43 a share just 3 months prior. Between 1986 and 1989, he had earned Rs 20–25 million. His first major successful bet was iron mining company Sesa Goa.
Rakesh Jhunjhunwala

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Fundoo Professor Sanjay Bakshi confesses on the missed opportunity in Eicher Motors

Since this is our first post about Professor Sanjay Bakshi, lets begin with a small introduction about him. Professor Sanjay Bakshi is an experienced and successful value investor and is also one of India’s best-recognized finance professors who teaches at Management Development Institute, Gurgaon.  As a practitioner of value investing in India for more than 20 years, Sanjay has an excellent long-term track record. 

Sanjay received M.Sc. (Economics) from London School of Economics and Political Science and B.Com(Hons.) from University of Delhi, India. He is also a fellow member of the Institute of Chartered Accountants of India. He teach MBA students a popular course titled “Behavioral Finance & Business Valuation (BFBV)”. He is also Managing Partner at ValueQuest Capital LLP— a value investing specialist in moats investing.
Professor Sanjay Bakshi

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The Dolly Khanna Way of Exiting Stocks

All of us know about our stock market wizards like Ramesh Damani, Rakesh Jhunjhunwala, Ashish Kacholia, Vijay Kedia, Dolly Khanna alias Rajeev Khanna, Porinju Veliyath etc. They all are having proven track record on picking early gems. But when it comes to "Stock Exit Strategy", who among them leads the way. We have done an analysis based on the March 2015 quarter holding and, to be frank, we found that when it comes to "Stock Exit Strategy" -Dolly Khanna alias Rajeev Khanna has an outstanding lead compared to others. Here are few examples of Dolly Khanna alias Rajeev Khanna's stock exits that worked out charmingly.

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Indias First E-commerce Company IPO - Infibeam eyes 450 crore

In a good news to tech savvy invstors, Gujarat based Infibeam Incorporation Ltd has filed its draft red herring prospectus with securities market regulator SEBI for its initial public offer to raise up to Rs 450 crore. Infibeam runs the infibeam.com and BuildaBazaar.com websites. Last year, Sony Music bought a 26 percent stake inIndent, the company's digital entertainment arm.

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Indian Stock Picks from Macquarie and Barclays

At a time when retail investors in India are thinking about how to explore opportunities in equities, analysts at top global brokerage firms like Macquarie and Barclays are of the view that the recent correction in Indian markets owing to both global as well as domestic factors should be used to accumulate quality stocks.

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