In the old days, you went to work when the sun came up and you left to head home when the sun came down. Your wife packed your lunch and your relationship with your kids was a cursory grunting in their general direction on your nightly trek between the garage and whichever piece of living room furniture housed your liquor bottles. You did this for 25 years until “the workplace injury” and then you did it another 10. Then you were finished working and lived off the disability checks along with the fading hope that, at some point each week, the kids were going to call to say hi.
And then you fucking died and that was the end of it.
-Josh Brown in TRB
Day: November 19, 2012
The portfolio of Rakesh Jhunjhunwala
This post is in continuation of my coat tailing series (see here)
Rakesh Jhunjhunwala is a well known investor who makes frequent media appearances.
He invests in his name, his wife Rekha’s name and his Rare group of companies.
His portfolio (as from stock exchanges websites) is given below:
Comp Name | # of Shares | % |
Hind Oil Exploration | 4785143 | 3.67 |
ION Exchage | 875000 | 6.44 |
Rallis India | 17607820 | 9.05 |
VIP Inds. | 10077500 | 7.13 |
Orchid Chem. &Pharma | 900000 | 1.28 |
Alphageo India | 125000 | 2.32 |
Adinath Exim Resourc | 166345 | 4.05 |
Subex | 1250000 | 1.8 |
Provogue India | 2010000 | 1.76 |
Karur Vysya Bank | 4034257 | 3.76 |
Reliance Broadcast | 1750000 | 2.2 |
Prozone Capital Shop | 2687201 | 1.76 |
NCC | 19500000 | 7.6 |
Geometric | 990000 | 1.58 |
Aptech | 17056936 | 34.96 |
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A conversation with Warren Buffett
Linkfest:Nov 19, 2012
Some stuff I am reading today morning:
Learning to love volatility (NassimTaleb)
Three positive signs in a dismal market (TRB)
Why the fiscal cliff could be a big deal (Moneygame)
Luck and skill untangled: The science of success (Wired)
Will Gautam Adani get it right? (Mint)
From Ponty to Monty (ET)
The Patel factor in Gujarat elections (BusinessLine)
The 11 lessons that 10 VCs taught me (Rodinhoods)
Obituary: Bal Thackeray (NYTimes)
The history of the Shiv Sena-A Communist perspective (CPIM)