was jss checking the great rj portfolio as on sep end and found that contrary to expectation of exit of rj over the tata ruffle rj actually sold only 6 lac shares and he still holds 1.44 crs shares after the bonus issue....

 

he increased his stake in agro tech to 1900759 shares

 

there is no change in the case of garware , geometric , titan , alphageo , karur vyasa , crisil , punj lloyd , midday , vadilal, bilcare , infomedia , nagarjuna construction .

 

balance shareholding patters still not out ...

 

kg

man badalne me kitni der lagti hai.

 

 

Last Diwali I heard RJ say that none of these fancy private banks would be taken over. His argument was that because these banks tarde at such high price to books no one would be interested to buy them.

 

We will have to wait for his choice of stocks before we pull cork on the champagne bottles but I think he is referring to banks with price to book of less then 2 times.