Porinju Veliyath buys additional stake in this microcap in Q3

NEW DELHI: Seasoned investor Porinju Veliyath bought an additional stake in in the December quarter, the latest shareholding data suggests. Veliyath, who leads PMS Equity Intelligence India, held 2,50,000 shares or 2.37 per cent stake in the company as of December 31, 2021. This was 104 basis points higher than 1.33 per cent stake he … Read more

Long & Short of Markets: Porinju opens up on value investing & a tough winter for richie-richs

Charlie Munger, one of the two titans of Berkshire Hathaway and Warren Buffett’s buddy, once said, “Big money is not in the buying or selling, but in the waiting.” Our own ‘Smallcap Czar’ Porinju Veliyath seems to have lived by this principle as he sat tight through the 2018-2020 bear cycle in the broader market … Read more