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Buffet, Lynch and other legends - Investing Strategies
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manish_okhade
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Quote manish_okhade Replybullet Topic: Mr Premji's Portfolio
    Posted: 13/Feb/2009 at 11:47am

Mr Premji of Wipro is considered as shrewd investor and his team of analyst has selected below mentioned stocks after thorough anlysis of business model. They interacted directly with mgmt of the compamnies before taking a call.

Though many of his investment looks dull but remember the fact that Mr Premji dislikes herd mentality and has a long term vision. Maybe TEDs can look into it.
 
AVENTIS
JM FIN
CARNATION AUTO
CICADA RESORTS
JINDAL DRILLING
ABG SHIPYARD
KOUTONS
CG
SHOPPERS STOP
HEALTHCARE GLOBAL
 
Note - Above information is gathered from public domain and i do not guarantee anything. TEDs are requested to take their own call.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 13/Feb/2009 at 11:53am
Missed Subhiksha, now everybody knows that hes infusing 40K Cr in this troubled retaile chain. 
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Quote Circuit Replybullet Posted: 14/Feb/2009 at 12:17pm
Some more info:
 
COMPANY  NO OF SHARES  % OF THE TOTAL SHARES  CLOSE PRICE Rs.  WORTH Rs. (Lakhs)
HIMATSEIDE  3,282,936  3.33    22.25   730.45
JMFINANCIL  21,875,000  2.92    21.6   4,725
MARICO   8,588,888  1.41    59.45   5,106.09
CROMPGREAV  4,462,700  1.22    138.9   6,198.69
ABGSHIP  515,426   1.01    82.95   427.55
DISHTV   7,874,042  1.84    27   2,125.99
SHOPERSTOP  527,864   1.51    94.8   500.42
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 14/Feb/2009 at 1:13pm
It would be interesting to know when he got into JM Financial, ABG Shipyard, and Dish TV.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 14/Feb/2009 at 5:55pm
Dish TV in IPO phase but for rest i am not sure.
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CHINKI
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Quote CHINKI Replybullet Posted: 14/Feb/2009 at 10:28pm
I think he is also in Himmatsingka Seide.

So looks like the list is not complete.
TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO
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Quote Hitesh Shah Replybullet Posted: 15/Feb/2009 at 3:17pm
Originally posted by CHINKI

I think he is also in Himmatsingka Seide.

So looks like the list is not complete.


Yes, I think the public can only know when an investor holds more than 1% of a company.

Him Seide was listed in one of the previous posts.

I has posted the link to the site that I access to see stuff like this but it was XXXed off by Basantji Cry Confused Embarrassed.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 15/Feb/2009 at 11:53pm
I don't know whether you people notice that in the portfolio there is no IT or ITES company Wink !!!
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