Archives: 2008 October
Warren buffett or Rakesh Jhunjhunwala style ?
October 29th, 2008, No Comments
I received this excellent question from prabhakar via email and have taken the liberty of posting the reply on the blog. Hi rohit, I have a query that’s bothering me a lot for quite some time now. Let me clarify at the outset that i believe in value investing(Buy something good way below its intrinsic [...]
Portfolio details
October 25th, 2008, No Comments
I have received a lot of emails and comments asking me about the composition of my portfolio. I have discussed most of the stocks, which form my holdings on the blog. It would be strange if I said a stock was attractive and went and bought something else. However there still seems to be quite [...]
Question on the graham styled portfolio and an investment idea
October 21st, 2008, 1 Comment
I wrote in the previous post that I have changed my portfolio design and split it into two categories. The first group is the core portfolio which contains the long term ideas where the intrinsic value is increasing and I feel strongly about the long term prospects. The second group called the graham portfolio, [...]
Change in portfolio structure
October 16th, 2008, 1 Comment
Over the past few months I have modified my portfolio structure a bit. I have now divided my portfolio into two portions. The core portfolio, consists of companies where the intrinsic value is increasing and i have a higher level of confidence about the company. The other portion is more of a graham style portfolio. [...]
Analysis : Lakshmi machine works
October 12th, 2008, 1 Comment
About Lakshmi machine works is the biggest textile machinery supplier with a market share of around 60% of the indian market. In addition the company also has a machine tool and foundry division which together contribute to less than 10% of the total revenue. The company’s main market is india and is one of the [...]
Buying in bear markets
October 7th, 2008, No Comments
I have been getting several questions of this type – what should be my buying strategy ? – Should I buy immediately or wait for the bottom? – Is the price of stock ABC good for buying or should I wait? I have very simple approach and answer to all the above questions (from my [...]
