As the markets graduated from a correction to a full-blown crash, investors of all types are running for exit. It is at times like these that we must remember the words of the world’s most famous value investor, Warren Buffet. He said, “Be greedy when others are fearful and be fearful when others are greedy.”
In simple words, he said that when the markets crash and offer some strong stocks at a good discount, one must definitely consider making the most off the opportunity. But the question is, how to find stocks like these.
This is not a recommendation, but the easiest way is to piggyback on the Warren Buffets of India. Like Mukul Agarwal, a very well-known name in the investor circles, as per trendlyne currently holds 64 stocks worth Rs 6,157 cr. And 2 of these stocks that he has been holding since as far back as September 2021 (That’s how far trendlyne has history for), are currently trading closer to their 52-week lows. Infact, they are trading at over 50% discount from their all-time high price.
Let us look at these 2 stocks closely.
ALSO READIndia’s Warren Buffets have silently put their money in these 2 underdog stocks Allcargo Logistics Ltd (ALL)
Incorporated in 1993, Allcargo Logistics is a one-stop shop for all logistics needs. ALL handles everything from moving goods by road, rail, or sea, to managing warehouses and providing specialized solutions for complex projects.
The company is the biggest integrated logistics company in India’s private sector and world number one when it comes to consolidating smaller shipments (the kind that do not fill up a whole container). With a network spanning 180 countries and door-to-door service in over 50 markets, the footprint is unmissable.
With a market cap of Rs 2,988 cr, ALL has a dividend yield of 3.62% which is higher and most in peer comparison.
As far back as Trendlyne.com has holding data available, Mukul Agarwal has held a stake over 1% in ALL since September 2021. He had steadily been holding a 1.34% stake, which has come down to 1.02% for the quarter ending December 2024.
Tata Smallcap Fund also has been holding a stake in the company since June 2021 (oldest data available in trendlyne.com) and currently holds 1.74% stake in ALL.
» Read More
