Mr Premji's Portfolio

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Topic: Mr Premji's Portfolio

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manish_okhade
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Joined: 20/Oct/2008
Location: India
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Posts: 1997

Topic: Mr Premji's Portfolio
Posted: 13/Feb/2009 at 11:47am

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.

AVENTIS
JM FIN
CARNATION AUTO
CICADA RESORTS
JINDAL DRILLING
ABG SHIPYARD
KOUTONS
CG
SHOPPERS STOP
HEALTHCARE GLOBAL

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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manish_okhade
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Joined: 20/Oct/2008
Location: India
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Posts: 1997

Posted: 13/Feb/2009 at 11:53am

Missed Subhiksha, now everybody knows that hes infusing 40K Cr in this troubled retaile chain.

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Circuit
Senior Member

Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 930

Posted: 14/Feb/2009 at 12:17pm

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

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Hitesh Shah
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Joined: 12/Oct/2008
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Posts: 3656

Posted: 14/Feb/2009 at 1:13pm

It would be interesting to know when he got into JM Financial, ABG Shipyard, and Dish TV.

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manish_okhade
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Joined: 20/Oct/2008
Location: India
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Posts: 1997

Posted: 14/Feb/2009 at 5:55pm

Dish TV in IPO phase but for rest i am not sure.

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CHINKI
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Joined: 07/Feb/2007
Location: India
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Posts: 2827

Posted: 14/Feb/2009 at 10:28pm

I think he is also in Himmatsingka Seide.

So looks like the list is not complete.

TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO

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Hitesh Shah
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Joined: 12/Oct/2008
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Posts: 3656

Posted: 15/Feb/2009 at 3:17pm

Originally posted by CHINKI

I think he is also in Himmatsingka Seide.

So looks like the list is not complete.

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 Cry

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manish_okhade
Senior Member

Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997

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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