Super investors, known for their deep market insights, have a track record of making wise investment choices. They often deploy substantial capital, far beyond the reach of ordinary retail investors. This presents a liquidity challenge, as it may not always be easy to find sellers willing to trade such large quantities at a specific price point.
In the stock market world, even a mere indication of interest from a super investor can significantly impact the psychology and biases of retail investors toward the stock or company they are considering for investment.
Furthermore, the increased ownership by these prominent investors attracts attention from analysts and the media, resulting in extensive coverage of these companies. This heightened exposure can generate further interest from investors, potentially driving up the stock price.
Ashish Kacholia is a renowned investor with an impressive track record. He co-founded Hungama Digital with Rakesh Jhunjhunwala and launched his own company, Lucky Securities, in 2003. Kacholia is known for his investment strategy, which often involves investing in small and mid-sized companies.
In this article, we will explore the four stocks in the portfolio of Ashish Kacholia that have delivered returns of over 100% in the past six months.
Garware Hi-Tech Films Limited is involved in the manufacturing and supply of tensile polyester films. The current market capitalization of the company stands at Rs 3,508 crore. The stock closed the day at Rs 1,509.8 per share on the BSE. On the very first trading day of this financial year, the company’s stock price was Rs 531 per share. Based on this price, it has generated an impressive return of 184%. The latest update shows that he holds a 4.17% stake in the company.
TARC Limited, popularly known as The Anant Raj Corporations, is an India-based real estate development company primarily focused on residential projects, hotels, branded and service apartments, and warehouses. The current market capitalization of the company stands at Rs 2,633 crore. The stock closed the day at Rs 89.23 per share on the BSE. On the very first trading day of this financial year, the company’s stock price was Rs 37 per share, resulting in an impressive return of 141%. The latest update indicates that he holds a 2.22% stake in the company.
Repro India Limited, is engaged in providing comprehensive print solutions, including value engineering, creative designing, pre-press, printing, knitting, assembly, and other services throughout the entire printing value chain. The current market capitalization of the company stands at Rs 1,085 crore. The stock closed the day at Rs 761 per share on the BSE. On the very first trading day of this financial year, the company’s stock price was Rs 369.70 per share, resulting in an impressive return of 105.8%. The latest update shows that he holds a 3.48% stake in the company, with a slight reduction from 3.62% in the last quarter.
Safari Industries Limited is a prominent luggage and luggage accessories manufacturer in India. The current market capitalization of the company stands at Rs 10,285 crore. The stock closed the day at Rs 4,325 per share on the BSE. On the very first trading day of this financial year, the company’s stock price was Rs 2,137.30 per share, resulting in an impressive return of 102.5%. The latest update indicates that he holds a 2.29% stake in the company, with a slight reduction from 2.31% in the last quarter.
Among these stocks, six stocks from his portfolio have generated returns of over 50% during the same period. These stocks include Gravita India, Shaily Engineering Plastics, SJS Enterprises, Knowledge Marine and Engineering, Aditya Vision, and Raghav Productivity Enhancer.
Investors must keep these stocks on their radar.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
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