South Indian Bank: WB said when it comes to bank, it is best to look at the jockeys (management)Well managed bank, modest expansion plan of 35-40 branch each year, user friendly apps on all OS, attractive PE, NIMs. Mohnish Pabrai bought it recently.
Radico Khaitan: 2nd largest liquor company. A well mangaged company than the no. 1 in the sector, the main reason I chose this. Festive season, good product portfolio, attractive valuations. RJ, Ashish Dhawan bought it recently.
Jain Irrigation: Turn around story. Strictly on basis of assumptions for a better economy. Prfessor manekar bought as big as 2% recently.
Gufic Bioscience: doubled after I bought, double PAT EPS in last 3-4 years, low PE, huge product line, constant recruitment going on.
Bilcare: Classic turn around company which will come back to its normalcy. of course for a risk taker and long term player. If I am not wrong, it is 70% down of the price at which RJ bought.
Yes, 4 of them are what the big boys bought. and it’s completely fine with me copying them as Mohnish calls himself shameless cloner. He once said that during his lunch with Munger, he was told to keep an eye on what big managers are buying…
I have few other picks as well but this discussion forum restricts to put it to 5… happy investing