Concentration should evolve with some stocks doing really well and not by your buying them in a concentrated fashion.

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SA has given  a different defenition of concentrated portfolio.

previously he used to be very bullish and was unperturbed by crash like the one in 2004 or the one in 2006 . He has made his life difficult by doing all this long/short phenomenon. He might be quite succesful at this one but we all know the samir arora for all his excellent investment calls in satyam , zee etc. in the nineties , bharti , pantaloon in the early two thousand. With the mandate at alliance capital his performance in investment calls were excellent but after leaving alliance and in his new helios fund i feel he is a bit shaky after the 2008 crashes. I had followed a few of his seminars and interviews on tv and somehow feel that he is a bit confused with his investment philosophy now a days. Lastly i must say that i am too small to judge a person like samir arora who has been a phenomenon in his own way but i have stated what i felt like and i am sorry if i had hurt any bodys feeling

One of the areas which is really under penetrated is cold storage.. where companies like voltas, bluestar and new entrants like container corp are prominent picks.. but it is not urban oriented by large..

Originally posted by prashantmohta Whether lic housing is considered to be 2 largest hfc co. Inside Icici,pnb, sbi all are doing. In 1994 lic s price was 100 rs and today it is 672 not a great compounder .

I'm not sure that SA is a buy-n-hold type of guy. He sees his opportunities and acts accordingly so he may not be looking for, or advocating, steady compounders.


Edited by Hitesh Shah - 27/Aug/2009 at 1:19pm