Author: Raoji
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Linkfest: Nov 20, 2012
Some stuff I am reading today morning:
Was Ponty Chadha, brother shot by a third group? (TOI)
Test of freedom of speech in India (WSJ)
India is JP Morgan’s top BRIC market for 2013 (ET)
A robotic threat to outsourcing (Mint)
Tata Global falls on Morgan Stanley downgrade (BS)
Soros buying gold (Bloomberg)
Treasure hunters are still after these lost fortunes (Climateer)
When business models trump technology (HBR)
Lockup expiration and stock prices (AswathDamodaran)
Twinkie Investing-Sweet but unhealthy (InvestingCaffeine)
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What is a real job?
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
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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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