FFB-Post 10
Looking to emulate the success of top value investors? Here’s a rundown of some of India’s most renowned value investors and how you can learn from their strategies.
1. Radhakishan Damani
Founder of DMart, Damani’s portfolio includes investments in DMart, Tata Motors, Gati, India Cements, and VST Industries Ltd.
2. Raamdeo Agrawal
Co-founder of Motilal Oswal Financial Services Ltd. Agrawal’s notable investments include Hero Honda, Maruti Suzuki, Sun Pharmaceutical, Bharat Wire Ropes, and HDFC Bank.
3. Mohnish Pabrai
Managing partner at Pabrai Investment Fund, Pabrai is known for following Warren Buffet’s value investment principles.
4. Vijay Kedia
Owner of Kedia Securities, Kedia’s portfolio features Repro India, Mahindra Holidays, and Elecon Engineering.
5. Sunil Singhania
CIO of Reliance Mutual Fund, Singhania has diversified holdings in Polyplex Corporation Ltd., Jindal Stainless Ltd., Saregama India Ltd., Acrysil Ltd., Paras Defence and Space Technologies Ltd., Route Mobile Ltd., and Mastek Ltd.
How to Use Their Strategies
To see what these investors are up to, simply google “investor name + portfolio.” Analyze which sectors they are investing in and consider how these investments align with your own strategy.
Why Follow Value Investors?
Value investors focus on the long-term growth potential of companies, unlike short-term traders who might expose you to higher risks. Sticking with value investors’ strategies can provide more stability for your portfolio.
A Noteworthy Example
Before the Paytm stock crashed in 2024, Warren Buffet exited the stock. This shows the importance of keeping an eye on what top investors are doing, as their actions can sometimes signal significant market movements.
Final Thoughts
By tracking the portfolios of these investment giants, you can gain valuable insights and make more informed decisions. Remember, these investors are usually in it for the long haul, so align your strategies accordingly.
Stay tuned for the next post where I will discuss how to identify businesses with a competitive advantage.
For Post 11 – Click Here -> Identifying Business Advantages for Successful Investing