Porinju Veliyath, Founder, Equity Intelligence India, believes that only companies that share their wealth with their minority shareholders create market capitalisation. He considers a company's market opportunity and the potential for growth, profitability and valuation, as well as the quality of the management and promoter's track record before deciding to invest. Veliyath is bullish on the potential of smaller companies, especially those perceived to change cultural attitudes toward governance and effective management. He also finds value in oil marketing companies and PSU stocks, which are set to make huge cash flows in the next 10-20 years.