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CoatTailing

Portfolio of Bhanshali Family of ENAM

This post is in continuation of my coat tailing series (see here)

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The Bhanshali Family associated with Enam are well known investors in the Indian Equity Markets.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Name Symbol Entity Date End # of Shares % Value In Crores
APL Apollo Tubes Limited APLAPOLLO Abha Bhanshali 201412 500000 2.13 18.6
APL Apollo Tubes Limited APLAPOLLO Akash Bhanshali 201412 330000 1.41 12.27
Balrampur Chini Mills Limited BALRAMCHIN Lata Bhanshali 201412 3832332 1.56 23.03
Balrampur Chini Mills Limited BALRAMCHIN Akash Bhanshali 201412 3692045 1.51 22.19
Career Point Ltd CAREERP AKASH BHANSHALI 201409 458033 2.53 7.32
Future Lifestyle Fashions Limited FLFL LATA BHANSHALI 201412 2697905 1.45 20.76
Future Retail Limited FRLDVR VALLABH ROOPCHAND BHANSHALI 201412 321500 2.02 1.69
Future Retail Limited FRLDVR AKASH BHANSHALI 201412 285450 1.79 1.5
Future Retail Limited FRLDVR LATA BHANSHALI 201412 278500 1.75 1.47
Future Retail Limited FRLDVR AKASH BHANSHALI 201412 225000 1.41 1.18
Genus Power Infrastructures Limited GENUSPOWER VALLABH ROOPCHAND BHANSHALI 201412 2985700 1.16 7.91
Greenply Industries Limited GREENPLY MANEK BHANSHALI & AKASH BHANSHALI 201412 330000 1.37 30.19
Greenply Industries Limited GREENPLY VALLABH ROOPCHAND BHANSHALI 201412 319100 1.32 29.2
KHAITAN ELECTRICALS LTD. KHAITANELE AKASH BHANSHALI 201412 326525 2.84 1.58
KHAITAN ELECTRICALS LTD. KHAITANELE VALLABH BHANSHALI 201412 166600 1.45 0.81
Ramkrishna Forgings Limited RKFORGE LATA BHANSHALI 201412 958975 3.49 40.82
Usha Martin Limited USHAMART AKASH BHANSHALI 201412 5000000 1.64 14.75
Welspun Projects Limited WELPROJ MANEK BHANSHALI 201412 709111 1.77 1.85
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Links

Linkfest:February 03,2015

Some stuff I am reading today morning:

Reliance,Bharti,Birla seek payment bank licenses (Mint)

Goldman Sachs red-flags expensive financials (BS)

Stock Review:Career Point (BigInvestorBlog)

Prof Bakshi adds Symphony to his portfolio (RJ)

Asset allocation….how important is it? (Subramoney)

Buffett wisdom that you may not have heard before (Millenial)

How and why Apple overtook Microsoft (NYTimes)

Legends of indexing:Rob Arnott (ETF)

The first casualty of a bear market (TRB)

The PM & Israel (MediaCrooks)

Categories
InvestorMeet

What I heard and saw at the Mumbai Investor Meet

On Sunday,1 Feb,2015, I had attended an investor meet conducted by Pattu of Freefincal.Com

IMG_20150201_165505

The first session was by Pattu by FreeFinCal. He spoke about goal-based inflation, accounting for inflation etc

His presentation can be downloaded from here

The next session was by Uma Shashikant on Direct Equity.According to her:

  • Buying individual stocks and succeeding is a matter of luck
  • Investors can beat the market only if they have a concentrated number of stocks but then they run the risk of losing very badly
  • Instead of investing directly in equity,investors should invest in index funds or diversified mutual funds with a satisfactory record

The next session was on retirement planning by Subra of Subramoney.

According to him:

  • A common myth is expenses go down after retirement.It actually goes up
  • People should save as much as possible for retirement…for a 35 year old,retirement savings per month should equate monthly expenses
  • Retirement planning should consist of Equity/Debt mutual funds
  • Stay away from instruments which have the word “pension” in them
  • Not very keen on real estate in retirement planning

Post lunch,Sharad Singh of TheFundoo.Com took over.According to him:

  • Winning Mutual Funds can be predicted
  • His site has plenty of analytical tools which can help an investor select the right mutual fund

The last session was by Amit Trivedi on Debt Mutual Funds.According to him:

  • Interest rates can’t be predicted.Hence better to be in debt funds which have short maturities
  • Bet on long term gilt funds if you think interest rates are going down
  • Bond Fund Managers have not been able to generate meaningful alpha for their investors.
Categories
Links

Linkfest: February 02,2015

Some stuff I am reading today morning:

5 Stocks that could become multi-baggers (ET)

Shareholders in NSE likely to face exit hurdles (Mint)

Centre to build 4 news steel plants for 1.5 Lakh Crores (FE)

Analysis:Symphony Limited (Jana Vembunarayanan)

What long term investors should learn from short sellers (Contrarian Value)

Breaking with Bogle (Bloomberg)

The secret to getting a 99,766% return in the art market (Bloomberg)

Greeks turn to gold (Daily Reckoning)

DCF:Academic Exercise,Sales Pitch or Investor Tool? (Aswath Damodaran)

In Denmark, you are now paid to take out a mortgage (Climateer)