Hi Friends,
I have been in markets since 2008 fall when I was 18
I started similar to many other folks in the market. I thought I knew everything about the markets. I use to buy and sell watching some analyst on cnbc and zee business. The only thin I knew about a stock was price and p/e.
Until I came to USA in 2010 and when I first heard about buffet and read his annual shareholder report, I relialized how naive I was.
As a gujarati Bania and being from a business family (though my father never told me that I was buying all junk stocks in 2008-09), I quickly learnt how the markets work and why some business (Dhandho) are valued higher than the other.
I had my fair share of failures like Deccan chronicle (lost 95%), geodesic, 3i infotech, gvk power, reliance power and some more.
I had a few success too. Britannia, NBCC, Aurobindo and my current portfolio.
I am sharing my current portfolio and wish to hear your comments. I do run concentrated portfolio.
Can fin homes - 33%
J&k bank -11%
Kajaria ceramics - 11%
Granules India -9%
Bajaj Corp -8%
Eros international- 8%
India cements -7%
PTL enterprises-7%
Wonderla holidays -6%
Keeping an eye on Raymond's, aarti drugs, Astra microwave , century plyboard, kse.
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