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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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   Posted: 18/Oct/2007 at 10:12pm |
It is enuff if he is highly bullish on Banking sector itself and places it side by side with Infrastructure. Yes is just too small anyway for him to invest in anyway. If he would, maybe he could look @Axis
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 18/Oct/2007 at 10:17pm |
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Absolutely the sector preference is enough we can do our own homeowrk and research thereafter.
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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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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 18/Oct/2007 at 10:19pm |
Originally posted by omshivaya
It is enuff if he is highly bullish on Banking sector itself and places it side by side with Infrastructure. Yes is just too small anyway for him to invest in anyway. If he would, maybe he could look @Axis |
He has held Karur Vysya for a decade!
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"Investing is simple, but not easy." - Warren Buffet
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 18/Oct/2007 at 10:32pm |
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Yes, that too. But now, Banking has taken place of his usual "Retail, Media" first-choices. Or so it seems!
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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shankar
Groupie
Joined: 29/Jul/2007
Location: India
Online Status: Offline
Posts: 64
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Posted: 19/Oct/2007 at 9:45am |
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Hi guys, Rakesh Jhunjhunwala claimed to have bought Ranbaxy in an interview about a month back. The latest shareholding pattern of Ranbaxy is released in the BSE website, and I do not see his name - not even in the shareholders who hold 1% and more. Could anybody throw light as to where I can find the accurate shareholding pattern of Ranbaxy or was Rakesh bluffing??
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When the tide runs out, you can see who has been swimming naked - Warren Buffett
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 19/Oct/2007 at 10:35am |
Did he say himself about the stake or media (speculative) reports had suggested?
It could be insignificant holding, or an arbitrage position in relation to Zenotech takeover, or FnO position, etc etc...
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Life can only be understood backwards—but it must be lived forwards
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Kalyan
Groupie
Joined: 16/Aug/2006
Location: India
Online Status: Offline
Posts: 91
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Posted: 20/Oct/2007 at 1:27pm |
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He himself said to the media in NDTV Profit
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kalyan
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sureshb
Newbie
Joined: 06/Aug/2007
Location: India
Online Status: Offline
Posts: 17
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Posted: 24/Oct/2007 at 11:06pm |
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any new additions in rj's portfolio?
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