Rakesh Jhunjhunwala's Portfolio December 2009
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=2715
Printed Date: 26/Jun/2024 at 10:38pm
Topic: Rakesh Jhunjhunwala's Portfolio December 2009
Posted By: basant
Subject: Rakesh Jhunjhunwala's Portfolio December 2009
Date Posted: 03/Apr/2010 at 11:09am
file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml -
file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - - blue - red - file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - - file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · - His top 5 holdings account
for 65.13% of his portfolio and his top 10 holdings account for almost 86.5% of
his portfolio. - file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - The average Market cap the portfolio is around Rs 1758 crores
and the average PE is 22 times trailing. These are as per the Money control
website. file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - There are several companies with high trailing PEs in the
portfolio file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - Companies like Titan, Crisil, and Praj where Rakesh Jhunjhunwala
has made most of money are sector leaders. Karur Vysa Bank has been a
multibagger for him but as Buffett professes one need not buy the biggest Bank
to make most of the money. file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - All the companies where Rakesh Jhunjhunwala has made most of his
money started as mid/small caps and later grew with time. But the ones with the
smallest market cap Vadilal Industries has done nothing. This indicates that
small market cap is necessary but not a comprehensive tool for creating a
multibagger. file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - The underlying theme in the portfolio remains file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - It is file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - · file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - Unlike the general file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - 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 5 years. Companies like Titan, Pantaloon Retail fall in
that category. Others like Crisil are being held for 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 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”. ·
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. The details have been procured from BSE India.com and are from
companies where he holds more then 1% stake. ·
To know more about investing legends see the section ../globe_troting_macro_players.asp%5dWorlds%20greatest%20Investors%5b/URL%5d - ../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 |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Replies:
Posted By: gyansr
Date Posted: 05/Apr/2010 at 1:49pm
| Time to change the comments on the portfolio. Pantaloon is mentioned several times, while RJ does not hold it any longer. |
Posted By: j2eeprofessiona
Date Posted: 05/Apr/2010 at 2:09pm
| he has probably added srei infra too... |
Posted By: samirarora
Date Posted: 09/Apr/2010 at 3:17pm
|
Seems like Mr. Jhunjhunwala is now out of midday multimedia....
http://www.moneycontrol.com/news/udayans-comments/jhunjhunwala-didright-thing-by-exiting-mid-day-udayan_450860.html - http://www.moneycontrol.com/news/udayans-comments/jhunjhunwala-didright-thing-by-exiting-mid-day-udayan_450860.html
I got out of midday multimedia on the same day, although for me it was a 2.9 bagger..
The above news is from moneycontrol website...
Mid-day Multimedia (Stock down 8%)  ------------- |
Posted By: chimak10
Date Posted: 09/Apr/2010 at 3:22pm
|
Hmm why isn't bhaiya not buying anything new. And most importantly not selling the duds............Why isn't he following the manta of ridding the winners and selling the losers.......hmmmmmmmmmmmmmmmm
It does begs the big question where did bhaiya made his money from trading or investing. |
Posted By: samirarora
Date Posted: 09/Apr/2010 at 3:28pm
|
My humble opinion, which has been same since beginning, is that most of the money is from trading, and esp. from people who follow his stocks. ------------- |
Posted By: Circuit
Date Posted: 09/Apr/2010 at 3:36pm
Big boys play BIG trading game. He makes his big bucks on leveraged trading (derivatives). I remember him saying once that he does not TRADE his investment portfolio stocks. according to him "dharm bhrasht ho jata hai aisa karne se"
------------- Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota |
Posted By: bmpangam
Date Posted: 11/Apr/2010 at 4:25pm
|
Where do you get the portfolio of Rakesh Jhunjhunwala. Is it published somewhere? What is the source. Bhalchandra |
Posted By: Crazy
Date Posted: 11/Apr/2010 at 5:25pm
Y are you so concerned about rakesh jhunjuwala and his portfolio ? Get an identity for yourself man . |
Posted By: rivu486
Date Posted: 12/Apr/2010 at 4:23pm
|
I think Mr. Jhunjhunwala is using "CDSL VIRTUAL DP" for his own portflio.
CDSL Easiest is better option, because its 128 bit SSL through Verisgn and digital certificate is require (e-token)for any offmarket transaction. You need to put the password & e-token didgital sign for any transfer.
CDSL "Virtual DP" cpncept is unique for small CM, who dont want to run their own DP. ------------- MB |
Posted By: VikasG
Date Posted: 12/Apr/2010 at 4:28pm
|
Mr.RJ has sold off 1% stake in geometric.. does one should get alert??
also his company Alchemy has sold 10 Lacs ------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: basant
Date Posted: 12/Apr/2010 at 4:33pm
|
I was told that he has some interest in alchemy. If he is selling his duds then it is good news why should we be alerted? ------------- '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: biks
Date Posted: 12/Apr/2010 at 5:38pm
If you are referring to Geometric as a dud, then I beg to differ with your opinion... Geometric may not have performed for RKJ, but at the current rate & future outlook, I think it is a steal... - biks ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: Crazy
Date Posted: 12/Apr/2010 at 9:00pm
biks go steal it. |
Posted By: basant
Date Posted: 12/Apr/2010 at 9:09pm
|
If a stock does not perform for 5 to 7 years you need nerves of steel to hold it.:) ------------- '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: j2eeprofessiona
Date Posted: 12/Apr/2010 at 9:28pm
hmm....what makes you see value in it. can you elaborate further ? |
Posted By: biks
Date Posted: 12/Apr/2010 at 1:42am
Wonder whether the above comment was an attempt: 1. at humour 2. to justify your nick (CRAZY) 3. to provoke If it's the first, may I suggest you hone up your skills by first sharpening your mind; I recommend 'emery paper' ... it pretty much sharpens almost all inanimate (read DEAD or LIFELESS) objects... If it's the second or third, well, congrats! you succeeded... - biks ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: biks
Date Posted: 12/Apr/2010 at 2:19am
Let me start by stating that I am no fan of RKJ... Agreed, he's one of the most successful guys around & has by and large made his fortune at an unparalleled rate... but he's human nevertheless & can therefore afford some blemishes in his checkered career. I will not debate on why RKJ bought Geometric when he did, as honestly I have no clue... but, I am sure he had good reasons... And if he made a mistake back then, what stops him from committing another one (by selling Geometric) now? Alternatively, it could well be concocted that offloading a small quantity of Geometric leads to a domino effect (as every second guy in the stock market swears by RKJ's omniscience) thereby allowing RKJ to add more stock at an opportune time & price... Of course, RKJ has a team of financial mavericks at his disposal and by the dint of his stature & clout he could be privy to some price-sensitive news that is not in the public domain as yet, but till such time as the skeletons tumble out of the cupboard, a lesser mortal such as me will continue to ride his belief in Geometric - biks ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: biks
Date Posted: 12/Apr/2010 at 3:17am
Geometric is a Godrej Group company that holds proficiency in the field of engineering solutions, services & technologies primarily focusing on adding value through rationalization in Product Life Cycle Management in segments such as Farm Equipment, Industrial Engineering, Marine Engineering, Construction Equipment and Automotive. Geometric has an enviable client list & finds favour with most of the leading companies across the globe as almost all biggies have moved towards outsourcing engineering services to pare down costs as well as focus on their core competency. Geometric's 9 month results (Dec. 2009) portray a robust growth in opm (which now stands at 17.5%) & net profit (up an impressive 39%)... Apart from this, what pleases me is the fact that they have hedged themselves against the rupee appreciation for the next six months, which I believe is crucial at the current juncture. The EPS for FY 10 should be around 8/- & I expect it to grow at a healthy 30% for the next couple of years... Also, it would be pertinent to mention that Geometric has been relatively left unscathed in the recent global turmoil and is not expecting any defaults on collectibles. Besides, it's order book has slowly but surely started swelling... I could add more info but at 2:36 AM, my mind is at best fractionally ahead of CRAZY's during his peak activity... So, I allow myself to succumb to sleep... - biks zzzzzzzzzzz ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: VikasG
Date Posted: 12/Apr/2010 at 7:55am
|
I think he might have sold his stake in geometric (a small stake of his total holding) as he had bought it at low price (sub 20) and might had to buy SREI infra which was at same price, ??? I miight be wrong, but any more selling from him would give doubt.
------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: Alok Bhola
Date Posted: 12/Apr/2010 at 9:40am
Not just the stock price, even the profits have gone nowhere over the past several years. |
Posted By: j2eeprofessiona
Date Posted: 12/Apr/2010 at 10:01am
SREI infra was bought at around 61-62 and around 67 levels.... |
Posted By: biks
Date Posted: 13/Apr/2010 at 2:17pm
Let me illustrate my point... I remember as a schooling kid, I was overawed by Wimco (then a FERA co.), Shree Mahalakshmi Match Works (then quoting at around Rs. 10,000/- for a Rs. 100/- face value share), Cipla, Zandu etc. on account of their astronomical market price. While a majority of such companies eventually had to bite the dust, some continue to perform and enamour investors... On the other hand, I also recollect ACC tumbling down to Rs. 140/- (Rs. 100/- F.V. Share) & staying there for a long long time till Darbari Seth came along & radically changed the game plan... It thereafter climbed beyond Rs. 10,000/- during Harshad Mehta's reign... The point I am trying to make is this: Companies that have intrinsic value & good management are able to tide over the troubled times & come back to rule with a vengeance... While I am not a proponent of 'timing the market', it obviously makes sense to move out of even blue chips hampered by external or internal negatives, only to come back when better times beckon... It is a fact that Geometric has not performed to the level one expected, but I think its about time it starts shining... - biks ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: biks
Date Posted: 13/Apr/2010 at 2:50pm
What VikasG means is that RKJ probably sold Geometric at around the same rate that he shelled out to purchase SREI, i.e., anywhere between Rs. 62- 67... - biks ------------- i am tired of being bored... i think i'll make a lateral move to self-pity |
Posted By: hit2710
Date Posted: 13/Apr/2010 at 3:35pm
That's true for the average small investor. But when you have almost 100 baggers in the portfolio besides many multibaggers, I think RJ may not even look at his duds because now they form a small part of his portfolio. I am surprised he still continues to hold mid day multimedia in his portfolio. ------------- Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart. |
Posted By: basant
Date Posted: 13/Apr/2010 at 3:57pm
|
Investing strategies should be pursued independent of wealth. ------------- '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: j2eeprofessiona
Date Posted: 13/Apr/2010 at 9:35pm
really interesting comment.... could you please explain your statement coz i say why would one invest if creating wealth is not the objective? and if one does not invest then why to have any investment strategy? |
Posted By: VikasG
Date Posted: 13/Apr/2010 at 11:45pm
|
He has sold off mid day also.... ------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: Crazy
Date Posted: 13/Apr/2010 at 12:05pm
as far as i understood, he's not talking about "creating" wealth. He's simply saying, one's investing strategy should be independent of how much wealthy one is. |
Posted By: j2eeprofessiona
Date Posted: 13/Apr/2010 at 9:47am
hmm.... right... |
Posted By: VikasG
Date Posted: 14/Apr/2010 at 6:33pm
|
The following are just my personal assumptions :- If you check the Holding pattern of geometric for Dec09 and Mar10 , below is what it seems :-
Mr.RJ has sold of his 1% stake in Geometric i.e 6.05 Lacs, and in dec 09 there were 38 holders in more then 1 lac category and 42 holders in mar10.
Now if you check total shares with 38 holders were close to 85Lacs and in mar 89 Lacs,
if Mr.RJ has sold off his holding then there had to be some decrease in total no of shares, and assuming that he sold off to some other Holder and others bought some more, still it doesnt makes much sense to me as I am following this company for last 6 months and watching its delivery qty to traded qty , Bulk deals, Daily Charts, and I didnt saw any such large qty getting dealed. Also the management has been buying the shares from Open market, So, if Mr.RJ had to sell off his stake, then Godrej Group would had bought those shares easily and didnt had to buy from open market. like they did with Alchemy in which they bought 10L holding of Alchemy at once at around 62-63 bucks.
I think Mr.RJ has transferred those shares into his other DP accounts, or might had given for F&O margin.
this is my thinking and sorry if it doesnt make any sense but I am holder of the Company and I am trying to see everything as positively.
------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: Crazy
Date Posted: 14/Apr/2010 at 8:58pm
holder of the company ??  even my blood group is B positive  |
Posted By: yashkumar
Date Posted: 15/Apr/2010 at 10:59pm
| please publish rakesh jhunjhunwala holding in march |
Posted By: s p singh
Date Posted: 17/Apr/2010 at 9:33am
| SREI infra is a well placed company,it may be amultibagger................ |
Posted By: basant
Date Posted: 17/Apr/2010 at 10:15am
|
Srei has a questionable management who keeps reverse merging and merging as if it were a privately held company!
------------- '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: j2eeprofessiona
Date Posted: 17/Apr/2010 at 11:13am
| i would not mind looking at Tourism finance corp of india, which has recently plunged into infra financing. Basant ji, did you ever had a look at it. actually, banks and financial institutions businesses i do not understand too much. atleast not the finer prints. |
Posted By: VikasG
Date Posted: 20/Apr/2010 at 10:48pm
|
Mr.RJ has sold off some position in Rallis India, just like in Geometric, seems like he is trying to play sentiment game with small investors .
He has sold off mid day, infomedia, and added srei during last qtr. ------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: Circuit
Date Posted: 20/Apr/2010 at 10:53pm
He has better things to do than playing game.... Making money is not a crime....
------------- Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota |
Posted By: j2eeprofessiona
Date Posted: 20/Apr/2010 at 11:24pm
ahh....way to strong accusation.... |
Posted By: somu0915
Date Posted: 20/Apr/2010 at 12:12pm
|
How do you guys track who is owner of more than 1% of a particular company? The BSE site is upgraded and somehow I cannot find shareholding pattern of a company. Earlier, the old bse site showed the promoter and more than 1% holding. Is there any other website? Please help me here. |
Posted By: Alok Bhola
Date Posted: 20/Apr/2010 at 9:05am
1. On the BSE site, enter the full or partial name of the company in the 'Get Quote' box and click 'Go'; 2. Click the name of the relevant company from the list displayed; 3. On the Company page, select the 'SHP' tab; 4. Click 'more'; 5. Click 'archives'; 6. Click the relevant quarter for shareholding details. |
Posted By: self research
Date Posted: 20/Apr/2010 at 11:51am
|
dear
rakesh jhunjhunwala also hold autoline industries and viceroy hotels they are not moving.
recently CARE downgraded VICEROY HOTELS rating from bbb+ to b which indicate very poor rating suspectible to defaults .
may be rakesh jhunjhunwala exit viceroy hotels next after midday
link-
http://www.myiris.com/newsCentre/storyShow.php?fileR=20100419130034199&dir=2010%2F04%2F19&source=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Myiris+%28myiris.com+-+Indias+Leading+Financial+Portal%29 - http://www.myiris.com/newsCentre/storyShow.php?fileR=20100419130034199&dir=2010%2F04%2F19&source=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Myiris+%28myiris.com+-+India%27s+Leading+Financial+Portal%29 ------------- - DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN - |
Posted By: self research
Date Posted: 21/Apr/2010 at 12:21pm
|
basant sir
can i post a link for refrence for other web? ------------- - DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN - |
Posted By: basant
Date Posted: 21/Apr/2010 at 1:19pm
|
Please do not post links for blogs or forums. News website links are 0k. ------------- '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: VikasG
Date Posted: 22/Apr/2010 at 9:48pm
|
Mr.RJ has bought 1Lac of Visaka Inds for 152 bucks. ------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: Rehan
Date Posted: 22/Apr/2010 at 11:55pm
Visaka was already discussed at TED as a BOP bet. On a lighter note , it seems RJ has started to take cue from TED.
Visakas operating cash is more than double its reported profits for the last 3 years . Seems interesting. Any thing RJ does is always intriguing.
|
Posted By: self research
Date Posted: 23/Apr/2010 at 1:10pm
|
rj has not bought pls provide link. i check bse but no rj holding are avilable ------------- - DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN - |
Posted By: Jaishrikrishna
Date Posted: 23/Apr/2010 at 6:43pm
They were bought buy RARE ENTERPRISES, Which is owned BY HIM. ------------- Don't Buy and Hold, Buy and Homework / Fish see the bait,but not the hook; Men see the profit, but not the peril. |
Posted By: datta.supratik
Date Posted: 23/Apr/2010 at 8:02pm
|
Posted By: VikasG
Date Posted: 04/May/2010 at 8:18pm
|
Even Ramesh Damani has bought some stake in Visaka Ind, along with Mr.RJ, seems like he is bullish on companies like visaka and everest Ind. as he has stake in both now.
------------- Cutting losses is like performing surgery on one arm with the other’ |
Posted By: self research
Date Posted: 11/May/2010 at 1:32pm
for rakesh jhunjhunwala lover-it is true i was also-but fact is-
in which company rakesh jhunjhunwala hold more then 10 % is
bilcare
autoline
aptech
viceroy hotels
all these company have different
 not moving at all even now farrywala
 panwala recommanded item are increasing butthis rj share has
harresh
eveyone
no reason to stay in these items
rakesh jhunjhunwala trade in comoodity and f/o and which money earn he invest in
 unlisted company.in listed shares he buy for profit adjustment.to buy at higher and sell at lower see...champagne indage
 ..infomedia..midday...next he will sell which he buy at higher level to adjust short term profit which earn in copper crude gold silver.
------------- - DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN - |
Posted By: vishmitt
Date Posted: 24/May/2010 at 12:03pm
| Have not come across any RJ's interview in recent months - any update? |
Posted By: self research
Date Posted: 28/May/2010 at 1:32pm
|
how is indian public are inspired from big people big share brokers.
see ramesh damani ji chat on moneycontrol and tell all his true holding and all who buy earn.
who follow rakesh jhunjhunwala in last 3 years become insolvent in 1-midday 2-autoline 3-ion exchange 4-viceroy hotels 5- bilcare 6- infomedia 7-indage
see rakesh take advantange of his name and make fool to us now he will never earn.
this is a SHAP OF INDIAN PUBLIC to RAKESH JHUNJHUNWALA who loose a lot of money in these items.
IN REPLY TO- DONOT FOLLOW ANY BIG THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN INCLUDE RAKESH JHUNJHUNWALA.
------------- - DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN - |
Posted By: sureshbazi
Date Posted: 31/May/2010 at 9:49am
|
Bullish on agriculture: Rakesh Jhunjhunwala http://beta.profit.ndtv.com/news/show/bullish-on-agriculture-rakesh-jhunjhunwala-65014 ------------- 'It is only when you combine sound intellect with emotional discipline that you get rational behavior.' – WB. |
Posted By: Vivek Sukhani
Date Posted: 31/May/2010 at 10:44am
Whether he has made a fool of his believers or whether the managements of these companies tricked him into believing them, how do we know?
I guess, its wrong to castigate a person, if he hasnt explicitly tried to trick others. he never asked others to follow him. He didnt take any fee from people who tried to ape his porfolio. Now, if he hasnt got anything from people who have tried to ape his portfolio and made money, then why shall he pay for their losing money now. ------------- Jai Guru!!! |
Posted By: Alok Bhola
Date Posted: 01/Jun/2010 at 8:48pm
I guess he realized you are eager to hear him and gave http://beta.profit.ndtv.com/video/show/144362 - this 15 minute interview. |
Posted By: studentoflife
Date Posted: 14/Jun/2010 at 7:12am
|
Posted By: Jaishrikrishna
Date Posted: 21/Jun/2010 at 7:35pm
|
looks like he has increased his stake in VIP IND.
1-JUN-2010,VIPIND,VIP Industries Ltd.,RAKESH JHUNJHUNWALA,BUY,205000,296.99 SOURCE: NSEINDIA. ------------- Don't Buy and Hold, Buy and Homework / Fish see the bait,but not the hook; Men see the profit, but not the peril. |
Posted By: drsatish91
Date Posted: 23/Jun/2010 at 8:53am
|
21/06/2010 . RJ bought 3,70000 shares of VIP ind @ 297 and 296 rs/share in two trades 1st 205000 and 2nd 165000 share bulk deals
source : moneycontrol.com ------------- Dr.Satish M Jethwani |
Posted By: bsk0404
Date Posted: 23/Jun/2010 at 10:23am
|
who sold that shares. because I cant understand that one can not buy from general people in this much qty. |
Posted By: vinit_luniya
Date Posted: 23/Jun/2010 at 10:52am
|
autoline industries traded at 134 has a marboulous result in last quater and pay 2rs.dividrnd.
march quater sales r 155 crs.
np 8.65 crs
eps 7.23 in march quater
full year 17 rs eps
is COMPLETE TURN ARROUND COMPANY
RJ HAS A HUGE STAKE.
------------- if you can learn from 2 mistake u can otherwise no way |
Posted By: bsk0404
Date Posted: 23/Jun/2010 at 11:04am
| Any idea how they are performing in this qtr |
Posted By: prabhakarkudva
Date Posted: 23/Jun/2010 at 11:30am
|
I owned this company: 1) Their existing business is automotive parts.Dependence on one big customer/product the Ace mini van. 2) RJ's bet is on the design outsourcing business.They have made some acquisitions related to this int the past but i dont know how much it has contributed to the sales. Please check if the money is coming in from point 2.If it is this can be investigated otherwise you are just trying to play the automobile cyclical uptrend. ------------- Take your chances and keep them in a box until a quieter time. |
Posted By: bsk0404
Date Posted: 24/Jun/2010 at 12:43pm
|
As you said "RJ's bet is on the design outsourcing business.They have made some acquisitions related to this int the past but i dont know how much it has contributed to the sales."
I also own shares but still not clear on the above business how its booming. My sense is that if it really get as it thought by RJ then it will have shot.
|
Posted By: bsk0404
Date Posted: 25/Jul/2010 at 9:38am
|
As per latest shareholding pattern of Rishi laser he has sold the script. Any one is aware now what the prospect or what can be the probable reasons why RJ sold that. |