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Showing posts from 2013

Rakesh Jhunjhunwala’s Equity Portfolio: Nov 2013

Rakesh Jhunjunwala has made some changes in his Rs.5500 crore portfolio.He reduced the exposure in Titan industries,Lupin and Crisil.He raised the stake in Kesoram ,Dewan Housing finance,VIP industries,Escorts and First source solutions.
Jhunjunwala's stake 

VIP Industries  10 %
Kesoram Industries 6.8 %
Nagarjuna Constructions 11.5%
Agro tech foods 8 %
Pipavav defence 1.4 %
TV18 Broadcast 1.3 %
Geometric software 19%
Titan Industries 9%
Crisil 5.6 %
Lupin 1.75%
Spice Jet 1.9 %

 He maintained the investments in Geojith BNP paribas,Anant raj,sterling hotels and prime focus unchanged.He expect good returns from indian equities over next 3 to 5 year period.

Entrepreneur story :Kochouseph chittilappilly

Kochouseph chittilappilly is a role model for many budding entrepreneurs in kerala.He was born in a village named parappur, near Trichur and completed child hood education in a parish school.After graduation from Christ college,Irinjalakuda andmasters in physics from St.Thomas college,Trichur, he joined as a supervisor trainee in an electronic manufacturing company. He worked there for three years for a monthly salary of Rupees Eight hundred and fifty.

    An ambitious entrepreneur cannot stay long in a small platform which restrict knowledge and growth opportunies. In 1977, he decided to start own business by seeing the degrowth in the company where he worked.That amazing decision to face the risks and challenges of business,which was not experienced by him earlier,created history in electronics. Kochouseph started with a borrowed capital of rupees one lakh from his father,which helped him to set up a modest stabilizer manufacturing unit in a 400 sq.ft rented shed in ernakulam.He trav…

Warren Buffett: A Short Biography

Warren Buffet is the largest investor in the world.He is the chairman of Berkshire Hathaway.Buffet is Known as Oracle of Omaha.He started investing at the age of 11.Buffet's father Howard was a stock broker and later became a U.S Congressman.Buffet studied at Wharton school and graduated from Columbia business school.
After post graduation,he worked as a socks analyst with Benjamin Graham,the author of 'Intelligent investor'.In 1956,he started Buffet Associates ltd.In six years, the firm had networth of $ 7 million.By next year,he had three partnership firms.In 1962,he merged all firms to invest in Berkshire Hathaway, a textiles manufacturing firm.Buffet.
In 1970,he became the charman of Berckshire Hathaway and his  net worth reached $620 million in next 9 1985,he stopped textile divisionand  concentrated on insurance business.His Company purchased leading  firms such as See's Candies, Fruit of the Loom, Dairy Queen, The Pampered Chef and GEICO Auto Insuranc…

Robert Kiyosaki Quotes.

The CASH FLOW Quadrant

Know your Industry

Each Entrepreneur is responsible for his business decisions.For smooth running of an organisation, he should check the below things: 1.How difficult is a new firm to establish in  your industry? 2.Which are the competitive products in the target market? 3.How much strong is your Suppliers and Buyers to negotiate the prices ? 4.What is the expectation of quality? 5.Is there an access and availability of Land , Labour and Capital ? 6.Which firms dominate your local market and why ? 7.Is there any scope for launching a new product to beat the competitors
8.Which firm have the Price Leadership and why?