Rakesh Jhunjhunwala's Portfolio - Dec 07
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Buffet, Lynch and other legends - Investing Strategies
Forum Discription: DIscuss about the strategies followed by the great investors. Share an idea which would have impressed the masters. Try and bring their International experience into the Indian Markets.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1726
Printed Date: 26/Jun/2024 at 8:40pm
Topic: Rakesh Jhunjhunwala's Portfolio - Dec 07
Posted By: basant
Subject: Rakesh Jhunjhunwala's Portfolio - Dec 07
Date Posted: 07/Apr/2008 at 9:13pm
The Total value of this portfolio is Rs 2322 crores. Colors in blue represent stocks where holdings have gone up and in red represent stocks where holdings have gone down. Piquant Observations: · One of the smartest investors in · In the recent stock market crash this portfolio has seen a quotational loss of around 45%. So like all normal investors the bigger ones also lose money in their quest for wealth the difference being that while ordibnary normal investors exit the markets the bigger ones keep looking for opportunities. Some stocks like Titan, Nagarjuna Construction, Pantaloon and Praj have lost anywhere between 40% to 50% from their highs! · This portfolio has the latest market cap and the Price to earnings ratio as spruced from money control. The average weighted market cap of the portfolio is Rs 3105 crores only whereas the average http://www.theequitydesk.com/forum/forum_posts.asp?TID=382 - adjusted for the companies that have no earnings is around 30 times(source moneycontrol).Most of these smaller capitalized companies with earnings visibility and a big moat. · It is said that he has exited his holding in Hindustan Oil and increased his stake in Rishi lazer. · The underlying theme in the portfolio remains domestic consumption (Titan and Pantaloon,), Infrastructure (Nagarjuna Construction and Punj Lloyd) , pharma (Lupin and Bil Care) and financial Services (Crisil and Karur Vysya Bank.) · It is very hard to find a cyclical or commodity stock in his portfolio. · Unlike the general investor none of these stocks are large caps in the true sense of the definition. Of Course he could be holding future positions in large caps but the point that I am trying to make is money is made in http://www.theequitydesk.com/forum/forum_posts.asp?TID=113 - . The notional losses that an investor can suffer are also the highest in these stocks. It is very important for an investor not to convert these notional losses in actual losses by selling the shares in despair. · Most of these stocks are being held for over 3 years. Companies like Titan, Pantaloon Retail fall in that category. Others like Crisil are being held for more then 5 years and some for even as long as 10 years. – Clearly Time and not timing is the key to these markets. · Almost all these companies are looking at a huge http://www.theequitydesk.com/forum/forum_posts.asp?TID=259 - whether it is a Titan or a Pantaloon a Nagarjuna Construction or Lupin the sheer size of the addressable market is humongous. – Morale of the story “See the Bigger Picture”. · We do cover companies with huge scale of opportunity http://www.theequitydesk.com/forum/forum_posts.asp?TID=1718 - section. · Rakesh has a special corner for companies that are engaged in consumer, infrastructure and pharmaceutical space. Otherwise he is betting on rising crude prices by buying stocks like · These shares are held by Rakesh and his wife Rekha Jhunjhunwala and form a part of his disclosed portfolio. He could be holding more shares through companies, trusts, proprietary accounts which are not in the public domain. · To know more about investing legends see the section http://www.theequitydesk.com/globe_troting_macro_players.asp%5dWorlds%20greatest%20Investors%5b/URL%5d - http://www.theequitydesk.com/globe_troting_macro_players.asp - ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
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Replies:
Posted By: omshivaya
Date Posted: 07/Apr/2008 at 9:48pm
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Thanks Basant jee, for diligently puting in the hard work for the above, in regular intervals!! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: mahesh004
Date Posted: 07/Apr/2008 at 12:51pm
| RJ also owns 2.72% in MRO Tek and more than 4% in Zen Technologies |
Posted By: investor
Date Posted: 08/Apr/2008 at 12:32pm
So he's probably lost around 1200 cr in the recent meltdown....i wonder how it feels? 
------------- The market is a place where people with money meet people with experience. The people with experience get the money while people with money get experience! |
Posted By: BGKGURU
Date Posted: 08/Apr/2008 at 12:48pm
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I HEARD THAT HE EARNED SO MUCH FROM TRADING FROM LAST 3 MONTHS,SO NOTIONAL LOSS IS NOTHING FOR HIM. |
Posted By: vimal_dixit
Date Posted: 08/Apr/2008 at 4:26pm
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excellent analysis Basant, keep it up ------------- font Times |
Posted By: rateit
Date Posted: 08/Apr/2008 at 6:07pm
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Great insight and food for thought!
I think there is no gr8 investor escaped (notional) loss!
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Posted By: basant
Date Posted: 08/Apr/2008 at 7:16pm
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From what I hear (unconfirmed) only one man made money consistently over the past 3 months. We discussed him in http://www.theequitydesk.com/forum/forum_posts.asp?TID=1200 - this thread and I had indicated that he was short in January 2008!
This guy was out of the markets since the past 4 years and then came in suddenly, punted in SBI, DLF and Tata STeel last year and then went short!
RJ calls him his guru!
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: ThinkDifferent
Date Posted: 08/Apr/2008 at 9:53pm
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Guru's Guru...wow!!! What we see from the updated profile is that RJ hasn't changed his portfolio very much at all.... ------------- I am an Amateur in Stocks. |
Posted By: basant
Date Posted: 08/Apr/2008 at 10:31pm
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Absolutely. But isn't that what long term investing is all about? You need to look at the destination and not the journey- terminal price rather then intermittent price corrections. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: bawa_khalsa
Date Posted: 08/Apr/2008 at 11:37pm
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When we say No cyclic or commodity stock .........then why is he invested in Bhushan steel ............what is so special about this company Basantjee |
Posted By: basant
Date Posted: 08/Apr/2008 at 9:21am
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I have no idea on this. WHen I said no commodity it was more a generalised comment then a tooth and nail issue. But one would have expected him to buy Tata STeel because I heard him being bullish on this in one of his interviews - but that was almost 3 years ago! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: valueman
Date Posted: 08/Apr/2008 at 9:35am
Yes RJ was bullish on Tata Steel's business prospects in the long run . ------------- To achieve satisfactory investment results is easier than most people realize ; to achieve superior results is harder than it looks . Benjamin Graham. |
Posted By: mahesh004
Date Posted: 09/Apr/2008 at 3:02pm
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RJ has also bought Ranbaxy though he maynot be holding more than 1% (per one of the business channels). He has expressed his bullishness on SBI in multiple forums but there is no mention of holding actual stocks.
But his closed associates RJ and RKD are supposed to be holding SBI.
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Posted By: tigerz_style
Date Posted: 09/Apr/2008 at 10:40am
| Basantjee what about his indirect investment in Rishi Laser (in the name of Rekha Jhunjhunwala ).The company had made this annoucement to the Exchange informing about this preferential allotment |
Posted By: basant
Date Posted: 09/Apr/2008 at 10:52am
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I think they were warrants! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Kalyan
Date Posted: 10/Apr/2008 at 1:38pm
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basantji ,Rakesh has taken position in Dwarikesh Sugar Industries Ltd with holding of 200000 shares a commodity position .Is big Sugar bull is coming? ur view
------------- kalyan |
Posted By: basant
Date Posted: 10/Apr/2008 at 1:54pm
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What is the value? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Kalyan
Date Posted: 10/Apr/2008 at 2:10pm
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He probably enter the stock at 70 level. ------------- kalyan |
Posted By: basant
Date Posted: 10/Apr/2008 at 2:19pm
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Rs 14 crores is nothing for his portfolio. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: mahesh004
Date Posted: 14/Apr/2008 at 5:43pm
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But there was a time when Titan, and Nagarajuna were 14 crores in his portfolio. |
Posted By: investor
Date Posted: 14/Apr/2008 at 10:47am
Yes, those were the good old days when markets were at 6k and life was so simple....
------------- The market is a place where people with money meet people with experience. The people with experience get the money while people with money get experience! |
Posted By: tigerz_style
Date Posted: 15/Apr/2008 at 12:02pm
At that time his total portfolio worth was also less.............
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Posted By: atulbull
Date Posted: 17/Apr/2008 at 12:50pm
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RJ and RD have increased their stake in APTECH . RJ has bought 471910 shares of APTECH on 01/04/2008 and RD has bought 12500 shares on 01/04/2008. SOURCE:ET ------------- Price is what you pay.Value is what you get. |
Posted By: basant
Date Posted: 17/Apr/2008 at 1:17pm
People bet according to their networth. Don't they? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: prashantmohta
Date Posted: 17/Apr/2008 at 1:30pm
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though rj is there he is bde guruji but rd has entered??
rd seems to be negative on education sector.
rd has criticized educomp and he believe the stock will touch chin china chin chin.
when rj is there nothing to say more but is aptech is sector leader?
earlier he invested in macmillan,bluebird.
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Posted By: prashantmohta
Date Posted: 17/Apr/2008 at 1:37pm
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People bet according to their networth. Don't they?
-------------------------------------------------------------------
rd has only 50cr.
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Posted By: investor
Date Posted: 17/Apr/2008 at 2:19pm
Similar thought came to my mind as soon as i saw the post. 
------------- The market is a place where people with money meet people with experience. The people with experience get the money while people with money get experience! |
Posted By: atulbull
Date Posted: 14/May/2008 at 2:13pm
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RJ makes his entry in the auto sector, picks up stake
in AUTOLINE INDUSTRIES LTD. Scrip Code 532797Autoline Industries Ltd Quarter March 2008 Statement showing Shareholding of persons belonging to the category
Sr. No. Name of the shareholder No. of shares Shares as a % of total number of shares 1. Duke Advisors Pvt Ltd 1400000 12.78 2. T 3. Girvan Indian Venture II LLC 621000 5.67 4 Radhakrishnan Mariappasamy 457944 4.18 5. Duke Special Opportunities Fund310000 2.83 6. Vanaja Sundar 169094 1.54 7. Rakesh
Juhunjhunwala 160389 1.46 Tota l4118427 37.59 Source:BSE ------------- Price is what you pay.Value is what you get. |
Posted By: Kalyan
Date Posted: 14/May/2008 at 2:58pm
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Autoline Industries Ltd
Also made Preferential issue to Mr. Rakesh Jhunjhunwala - 5,00,000 Equity shares , Mrs. Rekha Jhunjhunwala - 5,00,000 Equity shares , Mr. Utpal Sheth - 1,25,000 equity shares Mr. Amit Goela - 1,25,000 equity shares at Rs 235/- per share ------------- kalyan |
Posted By: tigerz_style
Date Posted: 14/May/2008 at 3:16pm
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Zee Business was to telecast RJ's Interview today at 11:30
Did anyone get a chance to watch that .
Can anyone share the views expressed by the bull ..........
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Posted By: shivkumar
Date Posted: 18/May/2008 at 10:33am
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Rakesh Jhunjunwala has posted a link to TED on his Facebook profile. I assume this is really RJ's page..... http://www.facebook.com/profile.php?id=1033038270 |
Posted By: basant
Date Posted: 18/May/2008 at 11:07am
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Seems to be an aspiring Rakesh Jhunjhunwala
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kstreet
Date Posted: 05/Jun/2008 at 12:01pm
| RJ has added upto 5,00,000 shares of Ion Exchange |
Posted By: romanov
Date Posted: 10/Jun/2008 at 10:46pm
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...anybody heard about who is SS MANKEKAR.
I have been hearing excellent stuff about this iNvestor..and it seems that he is a powerhouse of knowledge when it comes to world of Investing.Are there any books authored by him or RJ.
p.s.: ..I am not able to delete this post..i found the thread on TED''y
 ..that too started by Basant sir. |
Posted By: neerajlulla
Date Posted: 10/Jun/2008 at 1:21am
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when? ------------- buy and forget for long term |
Posted By: gwhunting
Date Posted: 11/Jun/2008 at 12:42pm
| I dont know if anyone mentioned this or not but RJ added dividend payer JB chemicals this last quarter.. |
Posted By: Invest_in_India
Date Posted: 15/Jun/2008 at 5:44pm
http://www.youtube.com/watch?v=UWeOTQuvKPo - http://www.youtube.com/watch?v=UWeOTQuvKPo  Its a pretty old video and many of you might have watched it earlier. ------------- Cheers, Raj "Que sera, sera, Whatever will be, will be; The future's not ours to see. Que sera, sera, What will be, will be. Que Sera, Sera!" |
Posted By: kulman
Date Posted: 17/Jun/2008 at 10:53am
Any idea, what's so Rare about http://autolineind.com/ - Autoline ? ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Mohan
Date Posted: 17/Jun/2008 at 10:59am
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Autoline promoters want an auto(mated) line of investors to follow Rare. ------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: kulman
Date Posted: 18/Jun/2008 at 7:50pm
Wouldn't it be rear type of investing? ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: tigerz_style
Date Posted: 19/Jun/2008 at 10:40am
| Any new positions RJ added in this falling market |
Posted By: omshivaya
Date Posted: 20/Jun/2008 at 4:24pm
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I dont know about RJ, but I am pretty sure M. Faber and perhaps S. Sharma have added a few positions to their kitty...69 and missionary being two of them. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: investor
Date Posted: 20/Jun/2008 at 4:26pm
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Are these kind of posts allowed on TED?
------------- The market is a place where people with money meet people with experience. The people with experience get the money while people with money get experience! |
Posted By: tigerz_style
Date Posted: 20/Jun/2008 at 4:38pm
I think basant jee has not gone through this post ...........lol
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Posted By: omshivaya
Date Posted: 20/Jun/2008 at 5:12pm
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Main to ek nanha sa chhota sa bachcha hoon. What did innocent sweet me say? ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: manojc
Date Posted: 05/Jul/2008 at 1:14pm
Rakesh has added Nagarjuna constructions on 02/july, though the volume is very low compared to the total number of shares he is holding.
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Posted By: neerajlulla
Date Posted: 17/Aug/2009 at 12:26pm
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AT WAHT PRICE WE CAN BUY BILCARE? ------------- buy and forget for long term |
Posted By: valueman
Date Posted: 18/Aug/2009 at 10:35pm
Bilcare is quite down from its highs during the bull run and so one can start accumulating it at current stages and buy on dips . However do not buy without doing your own home work on the same . ------------- To achieve satisfactory investment results is easier than most people realize ; to achieve superior results is harder than it looks . Benjamin Graham. |