Mr Premji's Portfolio
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Buffet, Lynch and other legends - Investing Strategies
Forum Discription: DIscuss about the strategies followed by the great investors. Share an idea which would have impressed the masters. Try and bring their International experience into the Indian Markets.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2067
Printed Date: 01/Jul/2024 at 1:16pm
Topic: Mr Premji's Portfolio
Posted By: manish_okhade
Subject: Mr Premji's Portfolio
Date Posted: 13/Feb/2009 at 11:47am
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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.
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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Replies:
Posted By: manish_okhade
Date Posted: 13/Feb/2009 at 11:53am
| Missed Subhiksha, now everybody knows that hes infusing 40K Cr in this troubled retaile chain. |
Posted By: Circuit
Date Posted: 14/Feb/2009 at 12:17pm
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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 |
Posted By: Hitesh Shah
Date Posted: 14/Feb/2009 at 1:13pm
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It would be interesting to know when he got into JM Financial, ABG Shipyard, and Dish TV.
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Posted By: manish_okhade
Date Posted: 14/Feb/2009 at 5:55pm
| Dish TV in IPO phase but for rest i am not sure. |
Posted By: CHINKI
Date Posted: 14/Feb/2009 at 10:28pm
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I think he is also in Himmatsingka Seide.
So looks like the list is not complete. ------------- TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO |
Posted By: Hitesh Shah
Date Posted: 15/Feb/2009 at 3:17pm
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    .------------- |
Posted By: manish_okhade
Date 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  !!!
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Posted By: basant
Date Posted: 15/Feb/2009 at 5:55am
Isn't he diversifying?  ------------- '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 |