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Sam'Maan India Portfolio Managers

India Focused - Long Only - Value Oriented

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February 22, 2022

Portfolio Review - Quarter 3 FY2022

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Learnings

2026 1
- April 1
  - Wait & Hope - Rewards will be worth it !

2025 1
- February 1
2023 2
- December 1
- May 1
2022 4
- May 1
- April 1
- February 1
- January 1
2021 1
- January 1
2020 3
- August 2
- February 1
2019 2
- October 1
- March 1
2018 3
2017 5
- December 1
- July 1
- June 1
- March 1
- February 1
2016 9
- November 1
- October 1
- August 1
- July 1
- June 2
- May 1
- April 2

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Labels

2021 Review1
500001
50k1
AB Money1
arbitrage1
art of investing2
bad1
banks1
Bayer1
Being Human1

Birla MNC1
Buy & Hold1
buyback1
Canfin Homes1
capital structure1
Caplin Point1
Cash2
Chandavarkar1
clay1
Complex holding1
compounding1
Correction2
corrections1
Covid rally1
crash1
Cyrus Mistry1
demerger1
Demonetisation1
Dewan Housing1
DHFL1
disconnect1
dollar1
DVR1
earnings1
economy1
education credentials1
electral1
employee cost1
enerzal1
equity1
FDC Limited1
FDC Ltd1
financials2
GIC Housing1
GNFC1
Good1
governance1
Grass1
Gross1
growth2
happyness1
hate1
HDFC1
HFC1
HGS1
Hinduja Global1
Hold to zero1
Holding Companies1
Housing Finance2
How to Sell1
HPCL1
inflation2
investing1
IRCTC1
ivy league1
Jaguar Land Rover1
Jan dhan1
JLR1
Journey1
Kama Holdings1
large cap1
Laurel portfolio2
LIC Housing1
Long Term1
Management1
management background1
Manappuram1
Mandhana Industries1
Mandhana Retail1
markets2
may1
MCX1
Merger1
mispricing1
moat1
MOIL1
monetary policy1
Monsanto1
MSTC1
multibagger1
multibaggers2
music2
Mutual Funds1
myth1
nepotism1
Nesco Ltd1
Nestle1
Net1
nifty1
no data1
NPA1
open offer1
Opportunity2
Outlook 20221
Outsourcing1
patience1
pension liability1
performance1
Pharma1
platforms2
poor governance1
portfolio1
positive1
Post Lehman1
Pre Lehman1
private1
PSU1
PSU Banks1
public1
pursuit1
Q2 Update1
quality business1
Quess Corp1
rally1
Ratan Tata1
rate cut1
Raymond Realty1
RBI1
real estate2
Reliance Pharma1
research1
results1
returns1
review 2022 - 20231
rochita dey1
SAIL1
satyabrata dey1
say No1
SBI2
Sector1
Sell right1
Sensex1
Sreeleathers1
SRF1
SRF Ltd1
steel1
sugar1
Tata1
Tata Chemicals1
Tata Motors3
textile2
Tilaknagar Industries1
Timing1
TNPL1
Torrent Power1
United Spirit1
update1
Urijit Patel1
Vague end1
valuation4
Value2
Value trap1
Volatility2
war1
when to sell1
wrong policy1
Yes Bank1

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