| Author |
Message |
manish_okhade
Senior Member
Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997
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   Posted: 25/Apr/2009 at 10:53am |
Originally posted by basant
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Company |
Quantity |
Price |
Value |
Wts |
PE |
Mkt |
|
|
30.09.08 |
30.12.08 |
12.01.09 |
Rs cr |
% |
|
Cap |
|
Titan industries |
3550756 |
3714756 |
896 |
333 |
24.97 |
19 |
3979 |
|
Lupin |
2792135 |
2777635 |
580 |
161 |
12.08 |
9.85 |
4800 |
|
Crisil |
550000 |
550000 |
2397 |
132 |
9.89 |
13 |
1730 |
|
Aptech |
13254403 |
14754403 |
80 |
118 |
8.85 |
61 |
370 |
|
Nagarjuna Const. |
16000000 |
15300000 |
59 |
90 |
6.77 |
7.76 |
1350 |
|
Bilcare |
2025000 |
2025000 |
439 |
89 |
6.67 |
13 |
756 |
|
Praj Industries |
15525642 |
15526624 |
56 |
87 |
6.52 |
6.8 |
1040 |
|
Punj lloyd |
5040000 |
5040000 |
115 |
58 |
4.35 |
11 |
3495 |
|
Karur Vysya Bank |
2394073 |
2394073 |
223 |
53 |
4.00 |
5.74 |
1203 |
|
Pantaloon Retail |
2330895 |
2330895 |
211 |
49 |
3.69 |
28 |
3702 |
|
Geojit |
18000000 |
18000000 |
24 |
43 |
3.24 |
12.5 |
498 |
|
Agrotech Foods |
1703259 |
1703259 |
96 |
16 |
1.23 |
13.6 |
234 |
|
Viceroy Hotels |
37500000 |
4750000 |
25 |
12 |
0.89 |
18 |
104 |
|
Prime Focus |
882500 |
882500 |
134 |
12 |
0.89 |
7.21 |
170 |
|
Infomedia |
1506062 |
1506062 |
78 |
12 |
0.88 |
-- |
155 |
|
Provogue |
1900000 |
1900000 |
51 |
10 |
0.73 |
21 |
584 |
|
Rallis india |
193306 |
255250 |
365 |
9 |
0.70 |
6.2 |
434 |
|
Autoline Industries |
1231233 |
1231622 |
63 |
8 |
0.58 |
4 |
82 |
|
Geometric Software |
3185000 |
3865000 |
20 |
8 |
0.58 |
4 |
130 |
|
Zen technologies |
450000 |
675000 |
89 |
6 |
0.45 |
9.5 |
72 |
|
ION Exchange |
643551 |
650000 |
86 |
6 |
0.42 |
13 |
86 |
|
Kajaria Ceramics |
1502642 |
1502642 |
31 |
5 |
0.35 |
14.3 |
228 |
|
JB Chemicals |
1081650 |
1251650 |
37 |
5 |
0.35 |
4 |
304 |
|
Champagne Indage |
500000 |
500000 |
92 |
5 |
0.35 |
4 |
156 |
|
MidDay Multimedia |
2250000 |
2250000 |
12 |
3 |
0.20 |
-- |
63 |
|
Dwarikesh Sugars |
450000 |
450000 |
44 |
2 |
0.15 |
-- |
71 |
|
Alphageo |
125000 |
125000 |
117 |
1 |
0.11 |
5 |
60 |
|
Rishi Lazer |
380000 |
380000 |
26 |
1 |
0.07 |
5.5 |
20 |
|
Vadilal Industries |
200000 |
200000 |
27 |
1 |
0.04 |
6 |
20 |
|
Bhushan Steel |
820000 |
0 |
298 |
0 |
0.00 |
2.61 |
1266 |
|
Garware Wall Rope |
500000 |
0 |
45 |
0 |
0.00 |
44 |
105 |
|
MRO Tek |
570834 |
0 |
26 |
0 |
0.00 |
4.28 |
48 |
|
Total value of the disclosed Portfolio (Rs crores) |
1333 |
|
|
|
|
Basantji,
Isnt it look like a strategy like suppose i have 100/- to invest then i will identify 10 very new businesses and look for their future growth potential and enter 10/- each for 10 such new businesses.
Eventually 6-8 may fail and investment may go down anywhere between 20-50% for them but rest few of them will click and my gain would be multibagger! I will keep adding new investment whichever new business seems to be clicking over a period of time.
Rgds
Manish
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mahesh004
Groupie
Joined: 06/Apr/2008
Location: India
Online Status: Offline
Posts: 49
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Posted: 26/Apr/2009 at 4:16pm |
For Mar 2009 end, RJ has increased stake in atleast the following companies -
Karur, Lupin, Autoline Industries, Agro Tech Foods
Reduced stake in atleast the following -
Praj, Nagarjuna, Titan
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chimak10
Senior Member
Joined: 30/Aug/2007
Location: India
Online Status: Offline
Posts: 1540
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Posted: 26/Apr/2009 at 8:15pm |
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wrong he reduced stake in autoline, agro tech, also in pantaloon
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mahesh004
Groupie
Joined: 06/Apr/2008
Location: India
Online Status: Offline
Posts: 49
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Posted: 26/Apr/2009 at 8:58pm |
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Look at his and his wife's stake as one entity. YOu are right on Pantaloon wrong autoline and agro tech food
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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
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Posted: 26/Apr/2009 at 9:50pm |
Right now, it maybe more important to know what young Mr. Nirmal Kotecha holds ... 
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NileshGambhava
Newbie
Joined: 28/Feb/2009
Location: India
Online Status: Offline
Posts: 22
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Posted: 26/Apr/2009 at 9:59pm |
I have Excel file of RJ's portfolio since March 2007. How can I upload it here?
I am very much bullish on Champange Indage, Prime Focus, Viceroy Hotel. All three have unique model & some monopoly. If you catch them at right price then all three will be big multibagger (30 to 50 times) but mind well that at right price.
I have target of all 3 in 4 digits with in 4 to 5 years based on some solid homework.
Disclaimer: I have all 3 in my portfolio.
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:)
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Circuit
Senior Member
Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 930
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Posted: 26/Apr/2009 at 10:00pm |
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| Company |
31.12.08 |
31.03.09 |
| Titan industries |
3714756 |
3593756 |
| Aptech |
14754403 |
N/A |
| Praj Industries | I have updated RJ's Top10 Holdings
15526624
|
15526624 |
| Lupin |
2777635 |
2911635 |
| Crisil |
550000 |
550,000 |
| Nagarjuna Const. |
15300000 |
14200000 |
| Bilcare |
2025000 |
N/A |
| Punj lloyd |
5,040,000 |
5,040,000 |
| Karur Vysya Bank |
2,394,073 |
2,018,724 |
| Pantaloon Retail |
2,330,895 |
1,630,895 |
Edited by Circuit - 26/Apr/2009 at 10:03pm
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chimak10
Senior Member
Joined: 30/Aug/2007
Location: India
Online Status: Offline
Posts: 1540
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Posted: 26/Apr/2009 at 10:20pm |
Originally posted by mahesh004
Look at his and his wife's stake as one entity. YOu are right on Pantaloon wrong autoline and agro tech food |
u are right.......i am wrong......on agro and autoline ...my mistake. 
Edited by chimak10 - 26/Apr/2009 at 12:43pm
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