Porinju Veliyath started his career as a floor trader with Kotak Securities in 1990 and then worked with Parag Parikh Securities in the mid-’90s as an institutional dealer and a fund manager. He moved back to Kochi in 1998 where he worked with Geojit Securities till 2002 and then started Equity Intelligence, a portfolio management scheme aimed for value investing.
The value of the portfolios we manage ranges from a few lakh rupees to many millions. In a recent interview Porinju Veliyath openly stated that his clients has got 32.76% CAGR for the past 14 years. Here is the recent tweet about EQ’s performance in the last few years.
No strategy is evergreen, equity investors have to go through good and bad times to create long-term wealth. Sharing EQ performance on popular demand😀 pic.twitter.com/RhNaMlciKx
— Porinju Veliyath (@porinju) July 4, 2018
Porinju Veliyath Shareholdings
Investment Mantra of Porinju Veliyath
Porinju Veliyath believes that the Indian market today is a goldmine if we look beyond Nifty and the fancied stocks we can clearly see hundreds of multi-baggers, even after the big rally of the last two years. There is a big opportunity if we can identify these positive changes early. His team is very keen in investing small cap and mid cap turn around stories.
Know More about Porinju Veliyath
The below interview was published in NDTV. In this interview, he talks about how he started stock market career and his approach to the markets, the different ways of being contrarian and how to assess value on the stock market.
What Porinju Says About Stocks and Market
Dec 2018:Look at the 52-week highs and today’s price, unbelievable? Wait for next Dec and check the 52-week lows and prevailing prices, trust me it would be equally unbelievable. Applies only to non-index, sound stocks
July 2017: Nifty: 5,000 to 10,000 in 10 years, next 5000 points will take only 2.5 years – though not much relevant to stock-pickers
April 2017: Don’t take cue from bulk deals, after the move. Look at India-relevant futuristic businesses, not in fancy (in plenty)
Jan 2017: Porinju Tweeted: Sustained FII selling won’t affect potential economic progress and corporate earnings
25 Feb 2016: Porinju Tweeted: Promoters making creeping acquisition these days at beaten-down-prices could be an indication to explore; be very selective!
20 Feb 2016: Porinju Tweeted: I sincerely apologise for my tweet on 2-Sept-15 & retracting negative comments on Veteran Market Guru, @AllJimRogers
19 Feb 2016: Porinju Tweeted: ‘Margin of Safety’ is mostly about valuation; not about buying good companies and fancied stocks at any price
16 Feb 2016: Porinju Tweeted: It is time to break your FD to stock-pick in world’s fastest growing economy; may be not to buy Nifty!
16 Feb 2016: Porinju Tweeted: Market could be Buy On Declines, going forward. I still believe 7500 is bottom for Nifty, don’t take anything below that seriously 🙂
14 Feb 2016: Porinju Tweeted: India has been a Bull Market for last 26 years, will continue to be so for next 47 years; planning to retire at 100 if alive!
12 Feb 2016: Porinju Tweeted: Nifty below 7000 – No regrets as an investor; just feel more bullish than earlier, on Stock-Picking in world’s fastest growing economy!
10 Feb 2016: Porinju Tweeted: WOW, Nifty at new low! doesn’t mean anything technically & doesn’t change anything fundamentally for India; still worth Picking Stocks!
20 Jan 2016: Porinju Tweeted: Nifty at new low – understand pain of traders! Don’t see any reason for ‘Investors’ to panic. Remember, ‘discount sale’ won’t last long!
07 Jan 2016: Porinju Tweeted: Equity is most dynamic subject on earth! Nobody is an expert; be humble and keep learning!!
Porinju Veliyath Latest News and Stock Picks
- Porinju Veliyath’s latest portfolio changes
- Porinju’s latest Q4 buying
- Porinju buys Cimmco
- Organized Sectors to do well: Porinju Veliyath
- Porinju Veliyath buys 155000 Globus Spirits @ 66.3
- Porinju Veliyath buys 110000 Alpha Labs @ 31.3
- Porinju Veliyath buys 1,60,000 Arvind Infra @ 35.4
- Porinju Veliyath buys 2,00,000 Gokaldas Exports @ Rs. 67.81
- Porinju Veliyath buys 50,000 Sahyadri Industries @ Rs. 86.42
Add Arvind Infra to this list .. I don't know why you are not updating this list.. Please do .. We all depend on this.. This is a really awesome site by the way…
Done Mr Anonymous!!
What about NIIT , DLF and anant raj ind.
NIIT,TCI,HSIL,TGBL- which one is a diamond?
You can go for TCI and HSIL
Pls add om metals infra too in that list.
Please update Simran farms Holding. He is holding just 40000 shares now.
add Globus spirits
Great collection of real gems!
recently he bought ajmera reality at 140.50
Kerala Ayurveda Ltd 1.63%
ADD AJMERA REALITY
How abt Archies…he is invested in Archies also
Sahi se update karein terasoft bhi Nahi update hai
he also owns NIIT,TARA JEWELLS please update
Its alpa labs not alpha labs.
Thnx. God bless.
He owns Selan now
Please update the recent portfolios he has gone for.
i am his pms client he has more.ask me (firstname.lastname@example.org)
BAJAJ ELECTRICALS,ZICOM,Dai-Ichi Karkaria,EROS,FINOLEX IND&CABLES,SAREGAMA,SRF…
in this video! why is this anchor not allowing him to complete his statement. typical NDTV
Saregama seems to be his preferred pick in the media sector. Looks like a great buy at these attractive valuations.
any update on KENNETH Andradae sir ?
try to add details of stocks of
Jwalamukhi/westbridge capital fund
Basant maheshwari stocks
Is he holding J Kumar Infra?
Pls tell any one
porinju incresed stake in IZMO 215000
Your portfolio is attractive sir
Please add Talwalkars Better value Fitness Qty. 208679 @ 196.96 Date 05.04.2016
His new entry in Cosyn @ 82 purchased 60000 shares
His new entry in Cosyn (Css tech.)600000 shares@ 82
Any idea @ approx what rate he holding SELAN & MBL INFRA ?
Why ain't these portfolios of master's updated. All of them show holdings as on March 31, 2016. Earlier, this site used to update the portfolios every quarter.
How to get his holdings? any website n any queries need to be written? – Rao
He bought 2 lakhs share of Cimmco.
MBL Infra is solid pic
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