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Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: Rakesh Jhunjhunwala's latest Portfolio -March'07 Post Reply Post New Topic
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kishan
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Quote kishan Replybullet Posted: 05/Jun/2007 at 5:11pm
Aptech is missing !!!
 
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smartcat
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Quote smartcat Replybullet Posted: 05/Jun/2007 at 6:19pm

His portfolio value now is close to Rs. 2200 crores. Last quarter, it was Rs. 1750 crores. He added a cool Rs. 450 crores to his net worth in just one quarter!

I actually  know very very little about him. Questions -
 
- When did RJ start investing?
 
- Was he a rich guy even before his investments? It is easier to grow to these levels from Rs. 10 crores than from Rs. 10 lakhs.
 
- What does 'Rare Enterprises' do? On TV, he had mentioned that he would not like to get into asset management business.
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basant
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Quote basant Replybullet Posted: 05/Jun/2007 at 7:01pm
ANswered you on this thread:
 
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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deveshkayal
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Quote deveshkayal Replybullet Posted: 05/Jun/2007 at 8:44pm
Originally posted by kishan

Aptech is missing !!!
 
 
Yes, Aptech is missing.
 
I think RJ entered Praj at 70-80 levels.Praj low in 2004 was 72.65 on 16/03/2004.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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Mr. V
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Quote Mr. V Replybullet Posted: 05/Jun/2007 at 9:04pm
Originally posted by basant

One of the smartest investors in India believes in the benefits of portfolio concentration. His top 5 holdings account for 63.26% of his portfolio and his top 10 holdings account for almost 83.23% of his portfolio.
Originally posted by basant

The wonderful thing with RJ is not that he does not go wrong but he goes wrong and messes up in companies that make no difference to his portfolio. For example he messed up in TV today and Midday but see these stocks have had no effect on his portfolio.
 
Since RJ's top 10 holding constitute 80%+ of his portfolio, why does he bother with miniscule holdings in the other stocks as it wouldn't really make any big difference to his overall portfolio.
 
Does he invest in these companies to keep them in his radar and then increase his holdings as they start performing or sell them off (TV Today & Midday) if it turns out to be a mistake ?
 
If that's the case then what kind of time horizon does he usually hold on to the duds ?
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basant
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Quote basant Replybullet Posted: 05/Jun/2007 at 9:26pm
Originally posted by Mr. V

Originally posted by basant

One of the smartest investors in India believes in the benefits of portfolio concentration. His top 5 holdings account for 63.26% of his portfolio and his top 10 holdings account for almost 83.23% of his portfolio.
Originally posted by basant

The wonderful thing with RJ is not that he does not go wrong but he goes wrong and messes up in companies that make no difference to his portfolio. For example he messed up in TV today and Midday but see these stocks have had no effect on his portfolio.
 
Since RJ's top 10 holding constitute 80%+ of his portfolio, why does he bother with miniscule holdings in the other stocks as it wouldn't really make any big difference to his overall portfolio.
 
Does he invest in these companies to keep them in his radar and then increase his holdings as they start performing or sell them off (TV Today & Midday) if it turns out to be a mistake ?
 
If that's the case then what kind of time horizon does he usually hold on to the duds ?
 
 
The reply is on this thread.
 
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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kulman
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Quote kulman Replybullet Posted: 05/Jun/2007 at 9:52pm
Basant jee
 
There is an unsung hero of Dalal Street who seldom gets any publicity: Shivanand S. Mankekar. Is it possible to get the feel of his major holdings?
 
I noticed that he holds 6.59Lakh shares of India Infoline!
 
 


Edited by kulman - 05/Jun/2007 at 9:53pm
Life can only be understood backwards—but it must be lived forwards
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smartcat
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Quote smartcat Replybullet Posted: 05/Jun/2007 at 10:16pm
who seldom gets any publicity
 
I don't know who this guy is - but there are a few people who dislike publicity.
 
Anything you can share about this person Kulmanji?
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