25
SPECIAL THANKS TO: CA. SANJAY VERMA CA. ANKIT SINHA PRESENTED BY:VINAY KUMAR SINGH CRO.NO.0502479

famous investor's by vinay kumar singh

Embed Size (px)

Citation preview

Page 1: famous investor's by vinay kumar singh

SPECIAL THANKS TO: CA. SANJAY VERMACA. ANKIT SINHA

PRESENTED BY:VINAY KUMAR SINGHCRO.NO.0502479

Page 2: famous investor's by vinay kumar singh

WORLD FAMOUS INVESTORS & THEIR CONTIBUTION TOWARDS ECONOMY

Page 3: famous investor's by vinay kumar singh

FAMOUS INVESTORS

WARREN BUFFETTPHILIP A FISHERKEN FISHERRAKESH JUNJUNWALA

Page 4: famous investor's by vinay kumar singh

DIFFRENCE BETWEEN INVESTING AND TRADINGINVESTING TRADITIONALLY REFERS TO

BUYING A STOCK OR OTHER FINANCIAL INSTRUMENTFOR A LONG PERIOD OF

TIME,TYPICALLY OVER SEVERAL YEARSTRADING TYPICALLY REFERS TO BUYING

AND SELLING STOCKS OR OTHER FINANCIAL INSTRUMENTS FOR SHORTER PERIODS OF TIME,TYPICALLY LESS THAN

A FEW MONTHS

Page 5: famous investor's by vinay kumar singh

WARREN BUFFETT

oBORN AUGUST ,1930 IN NEBRASKA ,US

oALMA MATER UNIVERSITY OF NEBRASKA – COLUMBIA UNIVERSITY .HE WAS GRADUATED WITH BACHLOR OF SCIENCE IN BUSINESS ADMINISTRATIONo CHAIRMAN & CEO OF BERKSHIRE HATHWAYo SALARY US$100000o NET WORTH US$66.4 BILLION –RANKED AT 5th

POSITION

Page 6: famous investor's by vinay kumar singh

WARREN BUFFET EARLY LIFE

BUFFET BEGAN HIS EDUCATION AT ROSE HILL ELEMENTARY SCHOOL

HIS FATHER SIR. HOWARD BUFFETT WAS POLITICIAN

GRADUATED FROM WOODROW WILSON HIGH SCHOOL IN 1947

BUFFETT WANTED TO SKIP COLLEGE TO GO DIRECTLY INTO BUSINESS BUT IT WAS OVERRULED BY HIS FATHER

BUFFETT DISPLAYED AN INTEREST IN BUSINESS AND INVESTING AT A YOUNG AGE

Page 7: famous investor's by vinay kumar singh

Continuing…. ONE OF HIS FIRST BUSINESS VENTUES BUFFETT MADE

MONEY BY SELLING CHEWING GUM, COCA-COLA BOTTLES , OR WEEKLY MAGAZINES DOOR TO DOOR.

HE WORKED IN HIS GRANDFATHER’S GROCERY STORE. AT AGE OF 10 HE RANDOMLY VISIT NEW YORK STOCK

EXCHANGE. AT AGE OF 11 , HE BOUGHT THREE SHARES OF CITIES

SERVICE

INTERSTING FACTS….ON HIS FIRST INCOME TAX RETURN IN 1944, BUFFETT TOOK A $35 DEDUCTION FOR THE USE OF HIS BICYCLE.

Page 8: famous investor's by vinay kumar singh

 At eleven years old, he purchased three shares of Cities Service Preferred at $38 per share for both himself and his older sister, Doris. Shortly after buying the stock, it fell to just over $27 per share.A frightened but resilient Warren held his shares until they rebounded to $40. He promptly sold them - a mistake he would soon come to regret. Cities Service shot up to $200. The experience taught him one of the basic lessons of investing: patience is a virtue.

WARREN BUFFET

:PATIENCE IS A VIRTUE

Page 9: famous investor's by vinay kumar singh

NAME OF CO.

NO. OF SHARES

NET WORTH

1. Kraft Heinz(FOOD COMPANY)

325.6 million shares (worth $25.6 billion.)

2. Wells Fargo (BANK )

479.7 million shares (worth $23.2 billion)

3. Coca-Cola 400 million shares (worth $18.6 billion)

4. IBM 81.2 million shares ( worth $12.3 billion)

5. American Express

151.6 million shares (worth $9.3 billion)

6. Phillips 66 {ENERGY COMPANY}

75.6 million shares (worth $6.5 billion)

7. Wal-Mart

55.2 million shares (worth $3.8 billion)

Warren Buffett Bets Big on These 7 Stocks for 2016

Page 10: famous investor's by vinay kumar singh

EXCELLENT QUOTES BY WARREN BUFFET

• ON EARNING: Never depend on single income. Make investment to create a second source

• ON SPENDING: If you buy things you do not need, soon you will have to sell things you need

• ON SAVING: Do not save what is left after spending, but spend what is left after saving

• ON TAKING RISK: I always knew I was going to be rich. I don’t think I ever doubted it for a minute.

• ON INVESTMENT: Do not put all your eggs in one basket

• ON EXPECTATIONS: Honesty is very expensive gift. Do not expect it from cheap people (ईमानदारी बहुत महंगा उपहार है. इसकी घटि�या लोगों से उम्मीद मत करो)

Page 11: famous investor's by vinay kumar singh
Page 12: famous investor's by vinay kumar singh
Page 13: famous investor's by vinay kumar singh

Philip Arthur Fisher

Born September 8, 1907

Died March 11, 2004(2004-03-11) (aged 96)

Nationality AmericanOccupation Stock investoro career began in 1928 when he dropped out of

the newly created Stanford Graduate School of Business

o work as a securities analyst with the Anglo-London Bank in San Francisco

o Fisher & Co., founded in 1931

Page 14: famous investor's by vinay kumar singh

Few things to know…..

His most famous investment was his purchase of Motorola, a company he bought in 1955 when it was a radio manufacturer, and held it until his death

Books by Philip A. Fisher Paths to Wealth through Common Stocks, Prentice-Hall, Inc., 1960 Conservative Investors Sleep Well, Harper & Row, 1975 Developing an Investment Philosophy (Monograph), The Financial

Analysts Research Foundation, 1980 Common Stocks and Uncommon Profits, Harper & Brothers;

Revised edition (December 1960)

son Kenneth L. Fisher

Page 15: famous investor's by vinay kumar singh

Books by Philip A. FisherPaths to Wealth through Common Stocks, Prentice-

Hall, Inc., 1960Conservative Investors Sleep Well, Harper & Row,

1975Developing an Investment Philosophy (Monograph),

The Financial Analysts Research Foundation, 1980Common Stocks and Uncommon Profits, Harper &

Brothers; Revised edition (December 1960)“I am an eager reader of whatever philp has to say , and I recommend him to you.” -WARREN BUFFETT

Page 16: famous investor's by vinay kumar singh

Kenneth Lawrence FisherAlma mater Humboldt State University

Occupation Founder, chairman, and CEO of Fisher Investments

Net worth US $ 2.7 billion (est.)(November 2014) Currently, Fisher Investments operates two

principal business units - Fisher Investments Institutional Group and Fisher Investments Private Client Group

In 2010, he and his wife Sherrilyn donated $500,000 to the San Mateo Public Library Foundation to support the construction of the Kenneth and Sherrilyn Fisher Journalism Center

In 2012, Fisher and his wife gave $7.5 million to Johns Hopkins University to fund the new Sherrilyn and Ken Fisher Center for Environmental Infectious Diseases

Page 17: famous investor's by vinay kumar singh

o born 5 July 1960o an Indian Investor and Tradero qualified Chartered Accountanto Owner of rare enterpriseso Jhunjhunwala has been described by India Today magazine

as the "pin-up boy of the current bull run" and by The Economic Times as "Pied Piper of Indian bourses".

RAKESH JhUNJhUNWALA

Early lifeJhunjhunwala grew up in Mumbai, India where his father is posted as an Income Tax Officer. He graduated from Sydenham College and thereafter enrolled at the Institute of Chartered Accountants of India

Page 18: famous investor's by vinay kumar singh

FORBES rated him as India’s 56th and the world’s 1011 richest man with wealth of $2.1 billion

He is one of the most famous and respected equity investors in india

He manage his own portfolio as a partner in his asset management firm ,RARE ENTERPRISES

Jhunjhunwala is the chairman of Aptech Limited and Hungama Digital Media Entertainment Pvt. Ltd. and sits on the board of directors of various Indian companies such as Prime Focus Limited, Geojit BNP Paribas Financial Services Limited, Bilcare Limited, Praj Industries Limited, Provogue India Limited, Concord Biotech Limited, Innovasynth Technologies (I) Limited, Mid Day Multimedia Limited, Nagarjuna Construction Company Limited, Viceroy Hotels Limited and Tops Security Limited

CONTINUED…

Page 19: famous investor's by vinay kumar singh

COMPANY

%HOLDING

No of Shares (in Lakhs)

Rs Crore

Titan Company 9.05 804.66 1,799

Lupin 1.76 78.83 737Rallis India 10.34 201.06 472CRISIL 5.67 40 444

Aurobindo Pharma 1 30 394

RAKESH JhUNJhUNWALA MAJOR SHAREHOLDING

Page 20: famous investor's by vinay kumar singh
Page 21: famous investor's by vinay kumar singh

RAKESH JHUNJHUNWALA GURU MANTRA

Wait For The Right Moment

Have An Optimistic

Look

Monitor Prices

Regularly

Learn To Accept Losses With Smile

Be Ready For Risks

And Challenge

s

Have Your Independ

ent Opinion

Angela Momandian is the author of the autobiographical book Rakesh Jhunjhunwala "The Indian Dream" (28th August 2016)

Page 22: famous investor's by vinay kumar singh

Investment PhilosophyJhunjhunwala admits to having been a bear in Harshad Mehta* days and believes that investors should be chameleonslike chameleons Who Is Harshad Mehta – The

5,000 crore Rupee Scam?

On 23 April 1992, journalist Sucheta Dalal exposed Mehta's illegal methods in a column in The Times of India.

Page 23: famous investor's by vinay kumar singh

PHILANTHROPIC ACTIVITIES

billionaire investor Rakesh jhunjhunwala.often reffered to as india’s Warren buffet for his investment strategy,has decided to pledge one-fourth of his wealth for charity-marking yet another ground with the legendary American investment guru

he is the fourth indian business person-after Azim Premji,shiv Nadar &G M Rao to make a statement of intent to give away a substantial part of their personal wealth to philanthropy.

he is going to donate 25% of his wealth to charity through his R.jhunjhunwala foundation and the inspiration from his father, who was an income tax officer.

Page 24: famous investor's by vinay kumar singh

EARLY INVESTMENTS

Rakeash jhunjhunwala plunged into full time investing soon after completing his education.

He started his career in 1985 when the BSE SENSEX was at 150.

He made his first big profit of Rs.0.5 million in 1986 when he sold 5000 shares of TATA TEA at a price of Rs.143 which he had purchased for Rs.43 a share just 3 month prior.

Between 1986 and 1989 he earned Rs. 20-25 lakhs. His first major successful bet was iron mining

company sesa goa. He bought 4 lakhs shares of sesa goa in forward

trading,worth rs, 1 crore andsold about 2-2.5 lakh shares at rs. 60-65 and another 1 lakh at Rs 150-175.the price rose to Rs. 2200 and he sold some shares.

Page 25: famous investor's by vinay kumar singh

IMPORTANCE OF INVESTMENT IN THE GLOBAL ECONOMY

 Foreign investors not only bring fresh capital, technology, competitive spirit and ideas to new markets; they also bring

jobs In the long term, investment is important for improving

productivity and increasing the competitiveness of an economy. Without investment, an economy could enjoy high levels of

consumption, but this creates an unbalanced economy.  Government investment in improving industry could be totally

inefficient and fail to increase productivity in the economy. However, private sector investment, or investment from oversees may be much more effective in actually increasing productivity.