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Siddhartha
Senior Member
Joined: 03/Sep/2006
Location: India
Online Status: Offline
Posts: 108
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   Posted: 12/Feb/2007 at 3:30am |
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Anybody knows, how to find Bhaiya's latest portfolio on bseindia webseite? Any how I am not getting it through Google search.
Edited by Siddhartha - 12/Feb/2007 at 3:31am
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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Posted: 12/Feb/2007 at 5:29am |
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Siddhartha -- check out the individual scripts shareholding pattern to know Bhaiya's holding.
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 12/Feb/2007 at 10:06am |
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The latest shareholding pattern for ALL companies is not yet out will update it as soon as it is released.
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'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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ashwin.adsouza
Newbie
Joined: 06/Sep/2006
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Posts: 27
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Posted: 15/Feb/2007 at 9:54pm |
@nikhil - The %'s quoted in the website seem to be the percentage owned by RJ in these companies equity capital.
Looking at the list, one question arises in my mind, why does he hold more than 25 stocks in his portfolio? Looks like he is not a great believer in concentration, but believes more in picking the stories early on.
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nikhil090
Senior Member
Joined: 06/Nov/2006
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Posts: 1344
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Posted: 15/Feb/2007 at 10:05pm |
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I think even though he is picking up 25 stock majority of his investment (value wise) is in top 5-7 companies.. I think he likes to watch and understand a company by being a part of it rather than just owning. On his great ideas, he puts much more money.. The analysis done earlier by Basant jee highlights this point. You can read earlier part of the thread..
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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 27/Feb/2007 at 9:22pm |
Rakesh Jhunjhunwala
On Investing: Its a factor of earnings and valuation.The market is looking good and I do not think P/E multiples are necessarily unsustainable.
On the Sensex: This will depend on earnings, which in turn, will depend on economic development and interest rates. To me, for the Sensex , 50,000 mark in 13 years appears pessimistic.
On Long-Term: I look at long term as atleast 3-7 years.
On Strategy: Always invest in the business model of any company. For me the reason for optimism is earnings growth drivers.
Source: Business Today
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"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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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
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Posted: 27/Feb/2007 at 9:42pm |
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it appears that he has raised his stake in zenotech labs and viceroy hotelsand brought down in beml, nagarjuna.
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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mukesh
Newbie
Joined: 25/Dec/2006
Location: India
Online Status: Offline
Posts: 30
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Posted: 02/Mar/2007 at 1:08pm |
BREAKING NEWS
RJ sold 450,000 shares in Praj
| News Subject: |
Praj Industries - Disclosures under Reg.13(6) of SEBI (Prohibition of Insider Trading) Regulations, 1992
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News Body:
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The Exchange has received the following disclosure under Regulation 13 (6) of SEBI (Prohibition of Insider Trading) Regulations, 1992:
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Name & Address of Director / Officer / Shareholders |
Date of acquisition / sale |
Date of intimation to company |
Mode of acquisition/sale |
No. & % of shares of pre acquisition /sale |
Buy Qty |
Sell Qty |
No. & % of shares of post acquisition/sale |
| V A Datar |
Feb 1, 2007 to Feb 15, 2007 |
Feb 19, 2007 |
Market Sell |
54,000
(0.06%) |
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9,000 |
45,000
(0.05%) |
| Feb 9, 2007 |
Feb 19, 2007 |
Option exercised under ESOP |
45,000
(0.05%) |
6,000 |
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51,000
(0.06%) |
| Rakesh Jhunjhunwala |
Feb 19, 2007 to Feb 21, 2007 |
Feb 22, 2007 |
Market Sale |
9,650,262
(11.51%) |
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450,000 |
9,200,262
(10.97%) |
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Life gives answers in three ways-It says YES and gives waht u want. It says NO and gives u something better. It says WAIt and gives you the best
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