Tag: koltepatil

Categories
CoatTailing

Portfolio of Mohnish Pabrai in India

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

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Mohnish Pabrai is a well known value investor famous for his “Dhandho” approach towards investing.

His significant Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Balaji Amines Limited BALAMINES THE PABRAI INVESTMENT FUND IV 1.87 21.52
Kolte – Patil Developers Limited KOLTEPATIL THE PABRAI INVESTMENT FUND II 1.43 18.07
Rain Industries Limited RAIN PABRAI INVESTMENT FUND 3 4.83 163.77
Rain Industries Limited RAIN THE PABRAI INVESTMENT FUND II 3.79 128.54
Sunteck Realty Limited SUNTECK The Pabrai Investment Fund II LP 1.71 47.99
Categories
RealtyStocks

Sector Focus:Realty Stocks

Realty stocks seems to be back in focus for punters in the market.

We have stocks like Ashiana Housing and Kolte Patil at 52 week highs.

Kolte Patil is especially interesting…it has zoomed by nearly 70% in the last one month alone (16 Nov-18 Dec)

Thats whats makes the Indian equity markets so exciting…there is never a dull moment !

Readers may be interested in knowing that Crisil is conducting a free webinar tomorrow on select real estate companies.According to them, “these select real estate companies are at historical low valuations and offer strong upside”

The companies are Ashiana Housing Ltd , Bhartiya International Ltd ,  Nitesh Estates Ltd ,Parsvnath Developers Ltd  and The Phoenix Mills Ltd