Rakesh Jhunjhunwala's Portfolio March 2010
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=2847
Printed Date: 27/Apr/2024 at 4:53pm
Topic: Rakesh Jhunjhunwala's Portfolio March 2010
Posted By: basant
Subject: Rakesh Jhunjhunwala's Portfolio March 2010
Date Posted: 02/Jul/2010 at 11:15am
file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml -
|
Company
|
Quantity
|
Price
|
Value
|
Wts
|
PE
|
Mkt
|
|
|
30.12.09
|
31.03.10
|
29.03.10
|
Rs cr
|
%
|
|
Cap
|
|
Titan industries
|
3860861
|
3826061
|
1827
|
699
|
23.67
|
51
|
8110
|
|
Lupin
|
3252835
|
3248835
|
1636
|
532
|
18.00
|
25
|
14555
|
|
Crisil
|
550000
|
550000
|
5200
|
286
|
9.69
|
25
|
3757
|
|
Aptech
|
15706503
|
15706503
|
171
|
269
|
9.10
|
16
|
800
|
|
Nagarjuna
Const.
|
15150000
|
15150000
|
158
|
239
|
8.11
|
24
|
4050
|
|
HOEL
|
7272416
|
6672416
|
236
|
157
|
5.33
|
81
|
3088
|
|
Praj
Industries
|
14476624
|
14476624
|
87
|
126
|
4.27
|
13
|
1593
|
|
Bilcare
|
2002925
|
2002925
|
590
|
118
|
4.00
|
19
|
1330
|
|
Karur
Vysya Bank
|
2041224
|
2041224
|
462
|
94
|
3.19
|
8
|
2494
|
|
Rallis india
|
803088
|
746588
|
1220
|
91
|
3.08
|
18
|
1582
|
|
Geojit
|
18000000
|
18000000
|
37
|
67
|
2.26
|
17
|
820
|
|
Punj
lloyd
|
3790000
|
3790000
|
175
|
66
|
2.25
|
20
|
5825
|
|
Agrotech
Foods
|
2003259
|
2003259
|
251
|
50
|
1.70
|
26
|
612
|
|
VIP Industries
|
1263000
|
1263000
|
254
|
32
|
1.09
|
18
|
718
|
|
Geometric Software
|
5315000
|
4710000
|
65
|
31
|
1.04
|
-
|
400
|
|
Prime
Focus
|
882500
|
882500
|
240
|
21
|
0.72
|
-
|
308
|
|
Viceroy
Hotels
|
4750000
|
4750000
|
41
|
19
|
0.66
|
-
|
148
|
|
Kajaria Ceramics
|
2502642
|
2502642
|
59
|
15
|
0.50
|
19
|
434
|
|
Provogue
|
1900000
|
1900000
|
49
|
9
|
0.32
|
17
|
555
|
|
JB Chemicals
|
1251650
|
1251650
|
73
|
9
|
0.31
|
8
|
617
|
|
ION
Exchange
|
650000
|
650000
|
138
|
9
|
0.30
|
20
|
176
|
|
MidDay
Multimedia
|
2250000
|
2250000
|
27
|
6
|
0.21
|
60
|
141
|
|
Alphageo
|
125000
|
125000
|
204
|
3
|
0.09
|
11
|
104
|
|
Rishi
Lazer
|
380000
|
380000
|
58
|
2
|
0.07
|
-
|
30
|
|
Vadilal
Industries
|
200000
|
200000
|
78
|
2
|
0.05
|
8
|
48
|
|
Zen technologies
|
900000
|
0
|
177
|
0
|
0.00
|
5
|
158
|
|
Autoline Industries
|
1251233
|
0
|
110
|
0
|
0.00
|
16
|
134
|
|
Infomedia
|
700177
|
0
|
29
|
0
|
0.00
|
-
|
143
|
|
|
|
|
|
|
|
|
|
|
Total
value of the disclosed Portfolio (Rs crores)
|
2953
|
|
22
|
1758
|
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 68% of
his portfolio and his top 10 holdings account for almost 88% 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, Lupin 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: nikhil090
Date Posted: 02/Jul/2010 at 11:28am
Basantjee,
thanks for the analysis. He remains consistent with his strategy and does not try to do any change as it is working for him..
Just a minor point, there is a little bit of pasting error in the data - For ex - HOEL shares should also have decreased but it is pasted in blue.
Also in VIP,kajaria and jb chemical the shares have remained constant but it is pasted in blue color.
Pl see for that.
|
Posted By: kailasp4u
Date Posted: 08/Jul/2010 at 8:49pm
RJ added SREI INFRA FINANCE 1.25Mn shares in MARCH-10 QRTR.
-------------
knp
|
Posted By: vinvestor2010
Date Posted: 08/Jul/2010 at 11:28pm
Hi just had a query, while RJ is a great value investor , is he a concentrated investor or a diversified investor.
To me it looks he is a diversified investor, the appearance of concentration occurs because some of his winners have heavily outperformed the losers.
This is important because when we try to mimic his portfolio , we should also be diversified.
If we take an RJ pick and it is big part our folio and it underperforms while it is small part of RJ folio, it can lead to confusion.
What do u ppl think??I am still slightly confused
|
Posted By: basant
Date Posted: 08/Jul/2010 at 12:04pm
Originally posted by vinvestor2010
the appearance of concentration occurs because some of his winners have heavily outperformed the losers.
This is important because when we try to mimic his portfolio , we should also be diversified.
If we take an RJ pick and it is big part our folio and it underperforms while it is small part of RJ folio, it can lead to confusion.
What do u ppl think??I am still slightly confused
|
Absolutely. ALso merely copying his portfolio can land an investor in serious trouble!
-------------
'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: vishalkejriwal
Date Posted: 08/Jul/2010 at 12:26pm
|
where is Visaka Industries,Mcnally Bharat.........
|
Posted By: nannu_68
Date Posted: 09/Jul/2010 at 1:35pm
consolidation in portfolio happens automatically, if you are not shuffling your stocks in portfolio.. In my case, I invested 3% of my funds in Titan,with no new fund allocation, the whole networth has grown almost 100% since then but Titan is close to 10% of my portfolio. In addition to outperformance, with time we build conviction in good stocks and more funds get diverted there..
-------------
nannu
|
Posted By: go4lalit
Date Posted: 19/Jul/2010 at 6:22pm
|
Strides Arcolab is missed in the list . RJ has a stake in it.
|
Posted By: pramodjain
Date Posted: 19/Jul/2010 at 9:04pm
ZEN TECHNOLOGIES LTD.
Scrip Code : 590032 Quarter ending : March 2010
Shareholding belonging to the category
"Public" and holding more than 1% of the Total No.of Shares
Sl. No. Name of the Shareholder No. of Shares Shares as % of Total No. of Shares
1 Logical Solutions Ltd 133,464 1.50
2 Sunidhi Securities & Finance Ltd 172,000 1.94
3 Kavita Kondraganti 93,100 1.05
4 Rekha Jhunjhunwala 450,000 5.06
5 Y V Prasad 110,629 1.24
6 Rakesh Jhunjhunwala 450,000 5.06
Total 1,409,193 15.85
-------------
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
|
Posted By: pramodjain
Date Posted: 19/Jul/2010 at 9:10pm
STRIDES ARCOLAB LTD.
Scrip Code : 532531 Quarter ending : March 2010
Shareholding belonging to the category
"Public" and holding more than 1% of the Total No.of Shares
Sl. No. Name of the Shareholder No. of Shares Shares as % of Total No. of Shares
1 Zenith Pharmaceuticals Ltd 8,284,115 19.17
2 Reliance Capital Trustee Company Ltd A/C Reliance Growth Fund 3,054,399 7.07
3 Citigroup Global Markets Mauritius Pvt Ltd 1,162,391 2.69
4 IDFC Small & Midcap Equity SME Ltd 712,302 1.65
5 Indiaman Fund Mauritius Ltd 1,073,100 2.48
6 Reeshanar Investments Ltd 500,000 1.16
7 Dobliss Holdings Ltd 560,720 1.30
8 Blissup Holdings Ltd 966,285 2.24
9 Satpal Khattar 627,000 1.45
10 Subhkam Capital Ltd 563,122 1.30
11 Rakesh Jhunjhunwala 500,000 1.16
12 Emerging Markets Management LLC A/c The Emmumbrel 564,161 1.31
Total 18,567,595 42.97
He aslo has holdings in AutoLine Industries
-------------
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
|
Posted By: pramodjain
Date Posted: 19/Jul/2010 at 9:12pm
he also has holding in auto line industries
-------------
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
|
Posted By: vinit_luniya
Date Posted: 20/Jul/2010 at 12:49pm
today AUTOLINE INDUS......is on fire now at 165almost 18% up.....
-------------
if you can learn from 2 mistake u can otherwise no way
|
Posted By: prabhakarkudva
Date Posted: 20/Jul/2010 at 1:08pm
The time to get into this is when they start reporting income from the automotive design business.
-------------
Take your chances and keep them in a box until a quieter time.
|
Posted By: pramodjain
Date Posted: 21/Jul/2010 at 10:43pm
What about zen technology Isn't this company in good business?
-------------
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
|
Posted By: vinit_luniya
Date Posted: 23/Jul/2010 at 12:21pm
rakesh jhunjhunwala also hold viceroy hotels what is ted view on this now......can we buy at 54-55
-------------
if you can learn from 2 mistake u can otherwise no way
|
Posted By: RSS4245
Date Posted: 23/Jul/2010 at 4:13pm
|
RJ's interview on CNBC Tv 18 with Udayan Mukherjee on his 50th birthday
http://www.moneycontrol.com/news/market-outlook/looking-back-at-jhunjhunwalas-good-badsilly-stocks_471848-0.html - http://www.moneycontrol.com/news/market-outlook/looking-back-at-jhunjhunwalas-good-badsilly-stocks_471848-0.html
-------------
FUNDOOSEARCH
|
Posted By: mukulgarga
Date Posted: 25/Jul/2010 at 10:29am
|
He has sold off his entire holding in March to June QTR in RISHI LASER.
What's he upto???????
Have to check for all his holdings in this QTR.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: valueman
Date Posted: 26/Jul/2010 at 4:34pm
Originally posted by mukulgarga
He has sold off his entire holding in March to June QTR in RISHI LASER.
What's he upto???????
Have to check for all his holdings in this QTR. |
He is upto making money and keeps churning his portfolio to maximise his returns . But if we try to copy him blindly without understanding why we invest in a particular company then we will only end up weeping later .Of course we can use his portfolio ( on in fact anyone's portfolio ) to study some of the stocks and educate ourselves but blindly following someone however great he may be will not always lead to positive results .
< id="gwProxy" ="">< ="jsCall();" id="jsProxy" ="">
-------------
To achieve satisfactory investment results is easier than most people realize ; to achieve superior results is harder than it looks .
Benjamin Graham.
|
Posted By: punk429
Date Posted: 27/Jul/2010 at 1:42pm
Originally posted by mukulgarga
He has sold off his entire holding in March to June QTR in RISHI LASER.
What's he upto???????
Have to check for all his holdings in this QTR. how did you find out his sell price???  |
Posted By: bhowman
Date Posted: 28/Jul/2010 at 1:16pm
Viceroy hotels at year's High.
-------------
That which is so far is actually so near.
|
Posted By: brijwanth
Date Posted: 28/Jul/2010 at 4:34pm
Originally posted by punk429
Originally posted by mukulgarga
He has sold off his entire holding in March to June QTR in RISHI LASER.
What's he upto???????
Have to check for all his holdings in this QTR. how did you find out his sell price??? |
I don't know if it worth that much hardwork but edelweiss people give out a report every 4/5 days about insider trades carried. If i remember correctly my old broker karvy uses to give some 2-3 pages report as karvy bazaar baatein(weekly) do check out their website as far as i remember they give it freely
-------------
Past will not be repeated in future but peaks and troughs do revert to mean, period and order of those peaks, troughs and mean days is the one i.e. not predictable- riser3 valuations
|
Posted By: mukulgarga
Date Posted: 28/Jul/2010 at 5:10pm
I don't know if it worth that much hardwork but edelweiss people give out a report every 4/5 days about insider trades carried. If i remember correctly my old broker karvy uses to give some 2-3 pages report as karvy bazaar baatein(weekly) do check out their website as far as i remember they give it freely
[/QUOTE]
Thank you for that I will definitely Checkout.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: srisaurabh2000
Date Posted: 29/Jul/2010 at 11:02am
|
Basantji, Is there a way to get RJ's private placements also? They are also interesting.
Some I know are A2Z manufacturing & engineering, Topsgrup, Care Hospitals.
|
Posted By: svsheth
Date Posted: 29/Jul/2010 at 11:04am
|
In last june 2010 qtr bse website RJ holding in jb chemicals is not showing, has he sold entire holding ? any one reply.
|
Posted By: mukulgarga
Date Posted: 29/Jul/2010 at 11:08am
Originally posted by svsheth
In last june 2010 qtr bse website RJ holding in jb chemicals is not showing, has he sold entire holding ? any one reply. |
I told you he has slowly exited many of his holdings in this particular quarter by market sales and so do not show up anywhere.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: punk429
Date Posted: 30/Jul/2010 at 2:07pm
|
thks for the info riser3...appreciate it
|
Posted By: motiwebmaster
Date Posted: 30/Jul/2010 at 5:07pm
Good Analysis for http://www.motilaloswal.com/Portfolio_Management_Sevices/ - portfoilo
-------------
Stock_ Shares_SubBroker
|
Posted By: dkarthick
Date Posted: 30/Jul/2010 at 9:16pm
Jhunjhunwala, who invested in A2Z around Rs 21Cr four years ago, could be eyeing almost 30x returns in the issue.
http://www.vccircle.com/500/news/rakesh-jhunjhunwala-beacon-to-part-exit-in-a2z-ipo - http://www.vccircle.com/500/news/rakesh-jhunjhunwala-beacon-to-part-exit-in-a2z-ipo
|
Posted By: cruz55
Date Posted: 31/Jul/2010 at 1:06pm
Hello friends this is alexander cruz........m new to this site....
==============
http://www.sapiencebpo.com - Outsourcing companies In India
|
Posted By: mukulgarga
Date Posted: 31/Jul/2010 at 6:06pm
Originally posted by basant
file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml -
|
Company |
Quantity |
Price |
Value |
Wts |
PE |
Mkt |
|
|
30.12.09 |
31.03.10 |
29.03.10 |
Rs cr |
% |
|
Cap |
|
Titan industries |
3860861 |
3826061 |
1827 |
699 |
23.67 |
51 |
8110 |
|
Lupin |
3252835 |
3248835 |
1636 |
532 |
18.00 |
25 |
14555 |
|
Crisil |
550000 |
550000 |
5200 |
286 |
9.69 |
25 |
3757 |
|
Aptech |
15706503 |
15706503 |
171 |
269 |
9.10 |
16 |
800 |
|
Nagarjuna Const. |
15150000 |
15150000 |
158 |
239 |
8.11 |
24 |
4050 |
|
HOEL |
7272416 |
6672416 |
236 |
157 |
5.33 |
81 |
3088 |
|
Praj Industries |
14476624 |
14476624 |
87 |
126 |
4.27 |
13 |
1593 |
|
Bilcare |
2002925 |
2002925 |
590 |
118 |
4.00 |
19 |
1330 |
|
Karur Vysya Bank |
2041224 |
2041224 |
462 |
94 |
3.19 |
8 |
2494 |
|
Rallis india |
803088 |
746588 |
1220 |
91 |
3.08 |
18 |
1582 |
|
Geojit |
18000000 |
18000000 |
37 |
67 |
2.26 |
17 |
820 |
|
Punj lloyd |
3790000 |
3790000 |
175 |
66 |
2.25 |
20 |
5825 |
|
Agrotech Foods |
2003259 |
2003259 |
251 |
50 |
1.70 |
26 |
612 |
|
VIP Industries |
1263000 |
1263000 |
254 |
32 |
1.09 |
18 |
718 |
|
Geometric Software |
5315000 |
4710000 |
65 |
31 |
1.04 |
- |
400 |
|
Prime Focus |
882500 |
882500 |
240 |
21 |
0.72 |
- |
308 |
|
Viceroy Hotels |
4750000 |
4750000 |
41 |
19 |
0.66 |
- |
148 |
|
Kajaria Ceramics |
2502642 |
2502642 |
59 |
15 |
0.50 |
19 |
434 |
|
Provogue |
1900000 |
1900000 |
49 |
9 |
0.32 |
17 |
555 |
|
JB Chemicals |
1251650 |
1251650 |
73 |
9 |
0.31 |
8 |
617 |
|
ION Exchange |
650000 |
650000 |
138 |
9 |
0.30 |
20 |
176 |
|
MidDay Multimedia |
2250000 |
2250000 |
27 |
6 |
0.21 |
60 |
141 |
|
Alphageo |
125000 |
125000 |
204 |
3 |
0.09 |
11 |
104 |
|
Rishi Lazer |
380000 |
380000 |
58 |
2 |
0.07 |
- |
30 |
|
Vadilal Industries |
200000 |
200000 |
78 |
2 |
0.05 |
8 |
48 |
|
Zen technologies |
900000 |
0 |
177 |
0 |
0.00 |
5 |
158 |
|
Autoline Industries |
1251233 |
0 |
110 |
0 |
0.00 |
16 |
134 |
|
Infomedia |
700177 |
0 |
29 |
0 |
0.00 |
- |
143 |
|
|
|
|
|
|
|
|
|
|
Total value of the disclosed Portfolio (Rs crores) |
2953 |
|
22 |
1758 |
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 -  I sold out Autoline at Rs 130 after seeing this post of his nil Holding.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: mukulgarga
Date Posted: 31/Jul/2010 at 6:58pm
| Company |
Quantity |
|
Price |
Value |
Wts |
| |
30.12.09 |
31.03.10 |
31.06.10 |
30.07.10 |
Rs cr |
% |
| Titan industries |
3860861 |
3826061 |
3810149 |
2805 |
1,069 |
30.71% |
| Lupin |
3252835 |
3248835 |
3248835 |
1878 |
610 |
17.53% |
| Crisil |
550000 |
550000 |
550000 |
5708 |
314 |
9.02% |
| Nagarjuna Const. |
15150000 |
15150000 |
15150000 |
172 |
261 |
7.49% |
| Aptech |
15706503 |
15706503 |
15706503 |
142 |
223 |
6.41% |
| HOEL |
7272416 |
6672416 |
6672416 |
219 |
146 |
4.20% |
| Rallis India |
803088 |
746588 |
1119882 |
1297 |
145 |
4.17% |
| Karur Vysya Bank |
2041224 |
2041224 |
2041224 |
602 |
123 |
3.53% |
| Praj Industries |
14476624 |
14476624 |
14476624 |
77 |
111 |
3.20% |
| Bilcare |
2002925 |
2002925 |
2002925 |
446 |
89 |
2.57% |
| VIP Industries |
1263000 |
1263000 |
1643000 |
418 |
69 |
1.97% |
| Agrotech Foods |
2003259 |
2003259 |
2003259 |
299 |
60 |
1.72% |
| Geojit |
18000000 |
18000000 |
18000000 |
31 |
56 |
1.60% |
| Punj lloyd |
3790000 |
3790000 |
3790000 |
127 |
48 |
1.38% |
| Prime Focus |
882500 |
882500 |
882500 |
380 |
34 |
0.96% |
| Viceroy Hotels |
4750000 |
4750000 |
4750000 |
56 |
27 |
0.76% |
| Autoline Industries |
1251233 |
1251233 |
1251233 |
151 |
19 |
0.54% |
| Zen technologies |
900000 |
900000 |
900000 |
194 |
17 |
0.50% |
| Kajaria Ceramics |
2502642 |
2502642 |
2502642 |
69 |
17 |
0.50% |
| ION Exchange |
650000 |
650000 |
650000 |
194 |
13 |
0.36% |
| Provogue |
1900000 |
1900000 |
1900000 |
60 |
11 |
0.33% |
| Srei Infra |
|
|
1250000 |
82 |
10 |
0.29% |
| Geometric Software |
5315000 |
4710000 |
480500 |
71 |
3 |
0.10% |
| Vadilal Industries |
200000 |
200000 |
200000 |
127 |
3 |
0.07% |
| Alphageo |
125000 |
125000 |
125000 |
182 |
2 |
0.07% |
| JB Chemicals |
1251650 |
1251650 |
0 |
98 |
0 |
0.00% |
| MidDay Multimedia |
2250000 |
2250000 |
0 |
32 |
0 |
0.00% |
| Rishi Lazer |
380000 |
380000 |
0 |
63 |
0 |
0.00% |
| Infomedia |
700177 |
0 |
0 |
29 |
0 |
0.00% |
| |
|
|
|
|
|
|
| Total value of the disclosed Portfolio (Rs crores) |
|
3,480 |
|
|
|
|
|
|
|
|
| Corrections are Welcome |
|
|
|
|
|
| There may be other Stocks which he might be holding. |
|
|
| Any Teddy may advice me on it and I would update the post accordingly. |
|
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: subu76
Date Posted: 31/Jul/2010 at 2:03am
|
Not sure how many folks managed to catch up with RJ's interview (his 50th birthday celebration actually) on TV 18.
He mentioned he likes Titan and Godrej Management....said he's sorry he invested in Geometric and not in GGPL...best investment is Titan, KVB , he thinks Sush is the best actress in the current generation etc.
|
Posted By: coption25
Date Posted: 02/Aug/2010 at 1:08pm
i need to purchase Alphageo
can u suggest me anything. plz
I am new in share market.
thanks
http://www.calloptionputoption.com/
-------------
Call Option put Option
World Market.
|
Posted By: yogishkamath
Date Posted: 02/Aug/2010 at 1:10pm
Rallis shouldn't be in green.
The reason for the increase in the number of shares is probably a bonus that was given recently, not buying....
|
Posted By: bihisello
Date Posted: 02/Aug/2010 at 1:31pm
Originally posted by coption25
<span style="font-size: 8pt; font-family: Tahoma;">i need to purchase Alphageo</span>can u suggest me anything. plz I am new in share market. thanks http://www.calloptionputoption.com/ |
I humbly suggest this is spam 
|
Posted By: mukulgarga
Date Posted: 02/Aug/2010 at 1:42pm
Originally posted by yogishkamath
Rallis shouldn't be in green.
The reason for the increase in the number of shares is probably a bonus that was given recently, not buying....
|
Green colour just denotes increase in Holding whether it is by purchase,rights,private placement or Bonus.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: somu0915
Date Posted: 02/Aug/2010 at 10:09pm
|
There are many Companies Missing:
1. Strides Acrolab
2. McNally Bharat Engg.
3. TTK Prestige
|
Posted By: mukulgarga
Date Posted: 02/Aug/2010 at 11:03am
Originally posted by somu0915
There are many Companies Missing:
1. Strides Acrolab
2. McNally Bharat Engg.
3. TTK Prestige |
Yes!!!
I would update the porfolio accordingly.Please keep on telling me the other stocks.Regards.
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: Kalyan
Date Posted: 07/Aug/2010 at 8:45pm
somuji , in which quarter rakesh bhai buys TTK Prestige
-------------
kalyan
|
Posted By: mukulgarga
Date Posted: 07/Aug/2010 at 9:31pm
Originally posted by Kalyan
somuji , in which quarter rakesh bhai buys TTK Prestige |
Rakesh does not have any holding in TTK
| TTK PRESTIGE LTD. |
|
| Scrip Code : 517506 |
Quarter ending : June 2010 |
|
Shareholding belonging to the category
"Public" and holding more than 1% of the Total No.of Shares |
|
| Sl. No. |
Name of the Shareholder |
No. of Shares |
Shares as % of Total No. of Shares |
| 1 |
Novastar International Fund |
139,960 |
1.24 |
| 2 |
Citigroup Global Markets Mauritius Pvt Ltd |
263,833 |
2.33 |
| 3 |
Dolly Khanna |
151,795 |
1.34 |
| 4 |
Aviva Investors A/c Aviva Investors - Emerging Markets Equity Small Cap Fund |
150,937 |
1.33 |
|
Total |
706,525 |
6.24 |
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: bhowman
Date Posted: 08/Aug/2010 at 12:14pm
Originally posted by mukulgarga
Originally posted by Kalyan
somuji , in which quarter rakesh bhai buys TTK Prestige |
Rakesh does not have any holding in TTK
| TTK PRESTIGE LTD. |
|
| Scrip Code : 517506 |
Quarter ending : June 2010 |
|
Shareholding belonging to the category
"Public" and holding more than 1% of the Total No.of Shares |
|
| Sl. No. |
Name of the Shareholder |
No. of Shares |
Shares as % of Total No. of Shares |
| 1 |
Novastar International Fund |
139,960 |
1.24 |
| 2 |
Citigroup Global Markets Mauritius Pvt Ltd |
263,833 |
2.33 |
| 3 |
Dolly Khanna |
151,795 |
1.34 |
| 4 |
Aviva Investors A/c Aviva Investors - Emerging Markets Equity Small Cap Fund |
150,937 |
1.33 |
|
Total |
706,525 |
6.24 | |
Suppose he holds less than 1%-how are you going to find it out?
-------------
That which is so far is actually so near.
|
Posted By: tarkeshwar
Date Posted: 08/Aug/2010 at 6:34pm
Suppose he holds less than 1%-how are you going to find it out?
|
Even if it is 1%, 1% of TTK prestige is Rs 10cr, i.e. 0.5% of RJ portfolio size. Clearly he does not care much about it and so one should not read too much into it.
-------------
|
Posted By: mukulgarga
Date Posted: 16/Aug/2010 at 11:43am
| Rakesh Jhunjhunwala's Portfolio as on 30 June 2010 |
|
|
|
|
|
|
|
|
|
| Company |
Quantity |
|
|
Price |
Value |
Wts |
| |
30.12.09 |
31.03.10 |
31.06.10 |
30.07.10 |
Rs cr |
% |
| Titan industries |
3860861 |
3826061 |
3810149 |
2805 |
1,069 |
30.38% |
| Lupin |
3252835 |
3248835 |
3248835 |
1878 |
610 |
17.34% |
| Crisil |
550000 |
550000 |
550000 |
5708 |
314 |
8.92% |
| Nagarjuna Const. |
15150000 |
15150000 |
15150000 |
172 |
261 |
7.41% |
| Aptech |
15706503 |
15706503 |
15706503 |
142 |
223 |
6.34% |
| HOEL |
7272416 |
6672416 |
6672416 |
219 |
146 |
4.15% |
| Rallis India |
803088 |
746588 |
1119882 |
1297 |
145 |
4.13% |
| Karur Vysya Bank |
2041224 |
2041224 |
2041224 |
602 |
123 |
3.49% |
| Praj Industries |
14476624 |
14476624 |
14476624 |
77 |
111 |
3.17% |
| Bilcare |
2002925 |
2002925 |
2002925 |
446 |
89 |
2.54% |
| VIP Industries |
1263000 |
1263000 |
1643000 |
418 |
69 |
1.95% |
| Agrotech Foods |
2003259 |
2003259 |
2003259 |
299 |
60 |
1.70% |
| Geojit |
18000000 |
18000000 |
18000000 |
31 |
56 |
1.59% |
| Punj lloyd |
3790000 |
3790000 |
3790000 |
127 |
48 |
1.37% |
| Prime Focus |
882500 |
882500 |
882500 |
380 |
34 |
0.95% |
| Viceroy Hotels |
4750000 |
4750000 |
4750000 |
56 |
27 |
0.76% |
| Strides Arcolab |
|
|
500000 |
424.5 |
21 |
0.60% |
| Autoline Industries |
1251233 |
1251233 |
1251233 |
151 |
19 |
0.54% |
| Zen technologies |
900000 |
900000 |
900000 |
194 |
17 |
0.50% |
| Kajaria Ceramics |
2502642 |
2502642 |
2502642 |
69 |
17 |
0.49% |
| Mcnally Bharat |
|
|
480078 |
306 |
15 |
0.42% |
| ION Exchange |
650000 |
650000 |
650000 |
194 |
13 |
0.36% |
| Provogue |
1900000 |
1900000 |
1900000 |
60 |
11 |
0.32% |
| Srei Infra |
|
|
1250000 |
82 |
10 |
0.29% |
| Geometric Software |
5315000 |
4710000 |
480500 |
71 |
3 |
0.10% |
| Vadilal Industries |
200000 |
200000 |
200000 |
127 |
3 |
0.07% |
| Alphageo |
125000 |
125000 |
125000 |
182 |
2 |
0.06% |
| Visaka Inds |
|
|
100000 |
162 |
2 |
0.05% |
| JB Chemicals |
1251650 |
1251650 |
0 |
98 |
0 |
0.00% |
| MidDay Multimedia |
2250000 |
2250000 |
0 |
32 |
0 |
0.00% |
| Rishi Lazer |
380000 |
380000 |
0 |
63 |
0 |
0.00% |
| Infomedia |
700177 |
0 |
0 |
29 |
0 |
0.00% |
| |
|
|
|
|
|
|
| Total value of the disclosed Portfolio (Rs crores) |
|
3,518 |
|
|
|
|
|
|
|
|
| Corrections are Welcome |
|
|
|
|
|
| There may be other Stocks which he might be holding. |
|
|
| Any Teddy may advice me on it and I would update the post accordingly. |
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: India_Bull
Date Posted: 17/Aug/2010 at 8:02pm
Has he sold some qty of Titan?
-------------
India_Bull forever Bull !
www.kapilcomedynights.com
|
Posted By: tigershark
Date Posted: 17/Aug/2010 at 8:47am
i dont think low hanging fruits are plucked yet-RJ www.economictimes.com or et now aug18 10.30pm
-------------
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
|
Posted By: mukulgarga
Date Posted: 17/Aug/2010 at 9:38am
Also holds Visaka Inds 100000 through Rare Enterprises
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: yashkumar
Date Posted: 17/Aug/2010 at 10:25am
|
he also hold viceroy hotels more then 10% ?? laggards from last 2 years
|
Posted By: India_Bull
Date Posted: 18/Aug/2010 at 1:30pm
He has great patience to hold laggards, one of them I remember is Midday.
-------------
India_Bull forever Bull !
www.kapilcomedynights.com
|
Posted By: vijaygawde
Date Posted: 19/Aug/2010 at 11:05pm
|
http://www.mydigitalfc.com/stock-market/india%E2%80%99s-buffett-dumps-6-stocks-447 -
|
Posted By: Monkey
Date Posted: 20/Aug/2010 at 3:12pm
|
Latest interview:
http://economictimes.indiatimes.com/articleshow/6370393.cms?prtpage=1 - http://economictimes.indiatimes.com/articleshow/6370393.cms?prtpage=1
|
Posted By: datta.supratik
Date Posted: 21/Aug/2010 at 3:05pm
Project stake sale buzz puts BF Utilities on fast track
BF Utilities has been in the thick of action, of late, on talk that the company is selling a stake in its Bengaluru-Mysore expressway project to a private equity investor. The buzz is that the project, which has been stuck due to political hurdles, has been valued at Rs 1,200-1,500 crore.
Late July, the stock was speculated to be accumulated by the Silent Operator and the Rar(e)ing Bull on talk that the Supreme Court ruling on the project was expected in August. The Karnataka government filed an affidavit rejecting the demand of BF’s arm, Nandi Infrastructure Corridor Enterprise (NICE), for an additional land of 776 acres within the Bengaluru municipal limit.
Now, the fresh bit of rumours doing the round is that BF Utilities is in advance talks with Anil Dhirubhai Ambani Group (ADAG) and IDFC PE to sell similar stake in the second-and-third phase of the corridor project. Senior company officials denied any such development.
“We don’t want to comment on market speculation. For the record, we’ve not decided anything on stake sale in the Nandi Corridor project,” said Ashok Kheny, managing director, NICE. Shares of BF Utilities ended 8% higher at Rs 1,087 on the BSE on Friday.
~Supratik
|
Posted By: gyansr
Date Posted: 22/Aug/2010 at 2:28pm
Originally posted by datta.supratik
Project stake sale buzz puts BF Utilities on fast track
BF Utilities has been in the thick of action, of late, on talk that the company is selling a stake in its Bengaluru-Mysore expressway project to a private equity investor. The buzz is that the project, which has been stuck due to political hurdles, has been valued at Rs 1,200-1,500 crore.
Late July, the stock was speculated to be accumulated by the Silent Operator and the Rar(e)ing Bull on talk that the Supreme Court ruling on the project was expected in August. The Karnataka government filed an affidavit rejecting the demand of BF’s arm, Nandi Infrastructure Corridor Enterprise (NICE), for an additional land of 776 acres within the Bengaluru municipal limit.
Now, the fresh bit of rumours doing the round is that BF Utilities is in advance talks with Anil Dhirubhai Ambani Group (ADAG) and IDFC PE to sell similar stake in the second-and-third phase of the corridor project. Senior company officials denied any such development.
“We don’t want to comment on market speculation. For the record, we’ve not decided anything on stake sale in the Nandi Corridor project,” said Ashok Kheny, managing director, NICE. Shares of BF Utilities ended 8% higher at Rs 1,087 on the BSE on Friday.
~Supratik |
Can someone shed the light on who is Silent Operator
|
Posted By: datta.supratik
Date Posted: 30/Aug/2010 at 11:29am
|
Hi Basantji,
If you have compiled the stock holdings for RJ for the recent quarter, please share with us.
It will be of great help.
Thanks a lot.
~Supratik
|
Posted By: VikasG
Date Posted: 02/Sep/2010 at 4:04pm
|
news on tv channels is that he and RKD has entered RBN @85
@EDIT - Its confirm that he and his associated friends and broking companies are buying RBN @ 85 bucks, Directly he is buying 17.5 lacs shares. Mr.Damani is also buying 10 lac qty.
-------------
Cutting losses is like performing surgery on one arm with the other’
|
Posted By: mukulgarga
Date Posted: 02/Sep/2010 at 10:01am
deleted
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: nikhil090
Date Posted: 02/Sep/2010 at 10:53am
Posted By: mukulgarga
Date Posted: 02/Sep/2010 at 11:01am
Originally posted by nikhil090
What is RBN? |
Reliance Broadcast network an Anil Ambani Company
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: datta.supratik
Date Posted: 08/Sep/2010 at 12:41pm
|
Looks like some bulk deal on KRBL against Rare Ent.
Is it because of the flood in Pakistan wherein Basmati rice prices are going up?
If somebody will please help me whether this would RJ's trading bet or an investment.
~Supratik
|
Posted By: chic_1978
Date Posted: 08/Sep/2010 at 10:47am
KRBL jumped from levels of 23 to 37 in a weeks time...all tnx for RJ.....infact he hs jus bought 1.25 million share which is only 0.5% of equity yet such madness....
-------------
happy & wise investing
|
Posted By: drsatish91
Date Posted: 10/Sep/2010 at 1:06am
Originally posted by datta.supratik
Looks like some bulk deal on KRBL against Rare Ent.
Is it because of the flood in Pakistan wherein Basmati rice prices are going up?
If somebody will please help me whether this would RJ's trading bet or an investment.
~Supratik |
it is most likely trading .. as per my obeservtion RJ invest in his or wife's name i.e Rakesh or Rekha Jhunjhunwala but in Rare enterprise portfolio he mainly keeps for trading (its purely my assumption.. kindly confirm)
-------------
Dr.Satish M Jethwani
|
Posted By: drsatish91
Date Posted: 10/Sep/2010 at 1:10am
Originally posted by VikasG
news on tv channels is that he and RKD has entered RBN @85
@EDIT - Its confirm that he and his associated friends and broking companies are buying RBN @ 85 bucks, Directly he is buying 17.5 lacs shares. Mr.Damani is also buying 10 lac qty.
|
i guess its yet to reflect in bulk deals .. i have not seen names of RJ or RKD in recent bulk deals of RBN. upto 12 aug 2010 . http://www.moneycontrol.com/stocks/marketstats/blockdeals_query.php
-------------
Dr.Satish M Jethwani
|
Posted By: datta.supratik
Date Posted: 10/Sep/2010 at 2:55am
|
Hi Basantji,
Would that mean that RJ's exposure to MCN Bharat, Visaka Ind, KRBL are only a temporary trading bet.
I was wondering if it is appropriate to continue holding them or take fresh exposure.
Please help us.
~Supratik
|
Posted By: datta.supratik
Date Posted: 20/Sep/2010 at 10:46am
|
Hi,
There is some news about RJ picking up some stake in Delta Corp through warrants.
I do not know for sure but some of the business channels reported this.
~Supratik
|
Posted By: mukulgarga
Date Posted: 28/Sep/2010 at 10:29am
del
-------------
I always knew I was going to be rich. I never doubted it for a minute.
|
Posted By: Jaishrikrishna
Date Posted: 01/Oct/2010 at 6:40pm
Looks like R.J is on a buying spree, Just bought Orchid chemicals:
01-OCT-2010,ORCHIDCHEM,Orchid Chemicals Ltd.,RAKESH JHUNJHUNWALA,BUY,615988,246.57
-------------
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: India_Bull
Date Posted: 01/Oct/2010 at 9:06pm
RJ seems to have become more and more confident and aggressive. Look at the number of transactions he has done this year. He is really a man of bull market.
-------------
India_Bull forever Bull !
www.kapilcomedynights.com
|
Posted By: TheMatador
Date Posted: 07/Oct/2010 at 12:08pm
Originally posted by Jaishrikrishna
Looks like R.J is on a buying spree, Just bought Orchid chemicals:
01-OCT-2010,ORCHIDCHEM,Orchid Chemicals Ltd.,RAKESH JHUNJHUNWALA,BUY,615988,246.57
|
Orchid have always disappointed it's investors, two years back it doubled to 340 on the back of the news that Ranbaxy is going to acquire it ( hence the open offer),Ranbaxy denied then the stock plunged.
Last year Orchid sold it's lucrative business of Generic Injectable's to Hospira.
This time the rally is because of two reasons promoter has upped his stake and looking more into it.
Do you know at what price RJ bought the stake? That's not a stoploss for me but just wanted to find out if that has been main reason for this rally
-------------
Keep digging...one day you will find the mineral beneath.
|
Posted By: TheMatador
Date Posted: 07/Oct/2010 at 12:16pm
Originally posted by India_Bull
RJ seems to have become more and more confident and aggressive. Look at the number of transactions he has done this year. He is really a man of bull market. |
Agree, we should also keep Prime Focus on our radar. Generally companies in niche areas do well in equity markets.
-------------
Keep digging...one day you will find the mineral beneath.
|
Posted By: vinit_luniya
Date Posted: 07/Oct/2010 at 4:20pm
dear matador
rj has stake in viceroy hotels from 5 year @ 85 what is future
-------------
if you can learn from 2 mistake u can otherwise no way
|
Posted By: TheMatador
Date Posted: 08/Oct/2010 at 12:19pm
Originally posted by vinit_luniya
dear matador
rj has stake in viceroy hotels from 5 year @ 85 what is future |
Don't have much idea but they have too little portfolio some three 5star hotels in Hyd,Bang,Madras and aslo few restaurants in Hyd.
Personally I am not bullish. Revenues may take a blow if Rupee keeps on appreciating.
-------------
Keep digging...one day you will find the mineral beneath.
|
Posted By: subu76
Date Posted: 08/Oct/2010 at 9:27pm
Originally posted by TheMatador
Originally posted by vinit_luniya
dear matador
rj has stake in viceroy hotels from 5 year @ 85 what is future |
Don't have much idea but they have too little portfolio some three 5star hotels in Hyd,Bang,Madras and aslo few restaurants in Hyd.
Personally I am not bullish. Revenues may take a blow if Rupee keeps on appreciating. |
BTW....so is Taj GVK...but look at the difference
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Posted By: vinit_luniya
Date Posted: 11/Oct/2010 at 2:12pm
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i buy twice but share is not performing so i sold out.
dear subu- i always buy because 1 rakesh jhunjhunwala 2 share price is cheep
may be good day come now 2 projects will start,
dear subu may i buy again???/?
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Topic: Rakesh Jhunjhunwala's Portfolio March 2010
Posted: 08/Oct/2010 at 9:27pm By subu76 |
Originally posted by TheMatador
Originally posted by vinit_luniya
dear matador
rj has stake in viceroy hotels from 5 year @ 85 what is future |
Don't have much idea but they have too little portfolio some three 5star hotels in Hyd,Bang,Madras and aslo few restaurants in Hyd.
Personally I am not bullish. Revenues may take a blow if Rupee keeps on appreciating. |
BTW....so is Taj GVK...but look at the difference |
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if you can learn from 2 mistake u can otherwise no way
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Posted By: Kabootar
Date Posted: 11/Oct/2010 at 3:18am
This link is a must read.
http://www.capitalideasonline.com/articles/index.php?id=48 - http://www.capitalideasonline.com/articles/index.php?id=48
Its part of the transcript from an investor conference in 2002 where RJ, RD etc participated. Of particular interest are the stocks that all of them recommend, ESPECIALLY RJ. he recommended CRISIL, NIIT and Titan. Hats off to him.
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Verbal diarrhoea! A most deadly disease.
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Posted By: vinit_luniya
Date Posted: 12/Oct/2010 at 12:47pm
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VERY GOOD ARTICLE
THANKS
any idea rakesh jhunjhunwala also hold viceroy hotels available at 30% rate from previous high and 50% discount from rakesh buy and time 5 year after buy .
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if you can learn from 2 mistake u can otherwise no way
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Posted By: Koti_gunda
Date Posted: 12/Oct/2010 at 11:33am
Great to see RJ recommended Titan,Crisil at that time only. If anyone followed his suggestion, they would have gained tremendously .
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Posted By: Kabootar
Date Posted: 14/Oct/2010 at 10:28pm
Originally posted by Koti_gunda
Great to see RJ recommended Titan,Crisil at that time only. If anyone followed his suggestion, they would have gained tremendously. |
exactly! see what sanjoy bhattacharya recommended. some jb chemical and hindustan inks. jb chemical is the same and hindustan inks has been delisted. raamdeo aggarwal also made great picks- but he picked some established companies that still did very very well.
but i dont think in 2002 anyone other than RJ could have predicted such great future for a Crisil or Titan.
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Verbal diarrhoea! A most deadly disease.
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Posted By: chimak10
Date Posted: 14/Oct/2010 at 9:01am
Titan and crisil had done nothing since there listing from 1996-2004 in stock market. That is 8 long years, if you and i had put our 25% of net worth in each of them at the time of listing we would have been begging on street by 2001.
It requires conviction in business model like RJ to hold onto stocks like crisil.
Plus all the understanding of capex free biz model, zero or low equity dilution, business moats. And the guts to bet big on stocks.
Why skip the part where sanjoy bought infosys in 1995 and as per him he is pathological risk averse.
While the site owner PMS has done pathetic absolutly pathetic even when quoting greats like graham and buffett why didn't the PMS guy bought crisil when buffett also held moodys.
So even the direct contact with this greats and the chetan parekh remains 50% in cash in 2004.
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Posted By: Kabootar
Date Posted: 14/Oct/2010 at 9:50am
hmmm... i dont know about that site owner....
These guys on the panel are/were all very good at being investors and picking companies. I was just showing that how RJ's picks in this case are head and shoulders above even these other very experienced experts.
did you see the predictions made by john band in that whole article... he really had only bad views for the future of India. RJ was over bullish in his predictions on disinvestment, etc. still arrogant though!
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Verbal diarrhoea! A most deadly disease.
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Posted By: chimak10
Date Posted: 14/Oct/2010 at 10:00am
Originally posted by Kabootar
I was just showing that how RJ's picks in this case are head and shoulders above even these other very experienced experts.
did you see the predictions made by john band in that whole article... he really had only bad views for the future of India.
RJ was over bullish in his predictions on disinvestment, etc. still arrogant though!
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why go back too much in past yaar..........john band was a jolly good fellow who use to come on TV and crack many jokes..........his pick glenmark did fantastic.
RJ is RJ.
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Posted By: Kabootar
Date Posted: 15/Oct/2010 at 9:43pm
dude bahut woh ho, who said these other guys are novices? im too young to have watched cnbc at that time though. maybe john band was mood kharab that day at the conference :D
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Verbal diarrhoea! A most deadly disease.
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Posted By: yashkumar
Date Posted: 16/Oct/2010 at 4:40pm
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tell clear yaar can viceroy hotels/geojit /geometric/or any rakesh holding share can be titan crissil in near future....these are now not looking so promising.....
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Posted By: chimak10
Date Posted: 20/Oct/2010 at 6:07pm
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Ohh VIP results are good.
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Posted By: yashkumar
Date Posted: 22/Oct/2010 at 7:06pm
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how rj found srei is going in f/o and he buy at 85 now at 125 amazing
.
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Posted By: Ankit_PermaBull
Date Posted: 26/Oct/2010 at 4:54pm
Don't even think of VIP at current levels.
It has gone up from 40-50 levels to 600.
Even Rakesh, known for being a hardcore bull sold a large chunk of it last week.
Read the article below -
http://economictimes.indiatimes.com/markets/stocks/stocks-in-news/Heard-on-the-Street-Jhunjhunwala-seen-part-selling-VIP-stake/articleshow/6796247.cms
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Swings Like A Butterfly
Stings Like A Bee
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Posted By: commnman
Date Posted: 27/Oct/2010 at 1:20pm
Teddies !
Once in a lifetime opportunity !!
Lunch with Rakesh Jhunjhunwala !!!
Yes, bid for a charity auction and win a seat for lunch with big bull and a chance to appear on ET NOW.
Hurry-up time is running out...
http://cgi.ebay.com.my/Lunch-Big-Bull-RAKESH-JHUNJHUNWALA-Charity-Auction-/270654423984?pt=LH_DefaultDomain_203&hash=item3f0442c3b0
MODs sorry for going OT 
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main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon
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Posted By: vijayM
Date Posted: 02/Nov/2010 at 7:20pm
when this thread will be updated with RJ's holdings as of June2010?
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If a business does well, the stock eventually follows:Warren Buffett
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Posted By: nitin_jagtap
Date Posted: 02/Nov/2010 at 8:42pm
Originally posted by commnman
Teddies !
Once in a lifetime opportunity !!
Lunch with Rakesh Jhunjhunwala !!!
Yes, bid for a charity auction and win a seat for lunch with big bull and a chance to appear on ET NOW.
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One more example of 'Whatever happens in America will happen in India'..there it was WB here it is bhaiya RJ..however they are in completely diff leagues
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Warm REgards
Nitin Jagtap
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Posted By: RSS4245
Date Posted: 03/Nov/2010 at 2:39pm
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Highest bid has already crossed 11 lacs, better to buy some stocks for future.....
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FUNDOOSEARCH
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Posted By: basant
Date Posted: 03/Nov/2010 at 2:57pm
Originally posted by RSS4245
Highest bid has already crossed 11 lacs, better to buy some stocks for future..... |
Absolutely.
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'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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Posted By: Kabootar
Date Posted: 03/Nov/2010 at 3:29pm
Personally I think its a bargain. But the best bargain would be in a bear market when nobody wants to talk stocks even with RJ. :D
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Verbal diarrhoea! A most deadly disease.
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Posted By: yashkumar
Date Posted: 03/Nov/2010 at 5:33pm
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ya
but now all are bull
how atul looks to you
what is ur view on viceroy hotels at 43 high 60 this year
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Posted By: yashkumar
Date Posted: 03/Nov/2010 at 5:36pm
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http://economictimes.indiatimes.com/news/news-by-industry/et-cetera/Rakesh-Jhunjhunwala-lunch-bid-fetches-a-record-Rs-14-lakh/articleshow/6862612.cms - http://economictimes.indiatimes.com/news/news-by-industry/et-cetera/Rakesh-Jhunjhunwala-lunch-bid-fetches-a-record-Rs-14-lakh/articleshow/6862612.cms
3 Nov, 2010, 08.40AM IST, Shailendra Bhatnagar,ET Now
Rakesh Jhunjhunwala lunch bid fetches a record Rs 14 lakh
MUMBAI: Stock market advisor Anirudh Sethi would have gone to any length to win ET NOW’s charity auction of a lunch with legendary trader and investor Rakesh Jhunjhunwala .
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Posted By: Koti_gunda
Date Posted: 03/Nov/2010 at 9:04pm
The amount is the single-highest transaction recorded on auction site eBay India – substantially ahead of Rs 12 lakh raised by auctioning a chance to take part in a coaching camp run by cricketing legend Sachin Tendulkar and Rs 10.02 lakh raised by auctioning a lunch with Bollywood’s Shahenshah Amitabh Bachchan.
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Posted By: Ankit_PermaBull
Date Posted: 03/Nov/2010 at 12:57pm
GRAVITA INDIA LIMITED
Sr.No. Category No.of shares offered/reserved No. of shares bid for No. of times of total meant for the category
1 Qualified Institutional Buyers (QIBs) 1775000 10714700 6.04
1(a) Foreign Institutional Investors (FIIs) 9834700
1(b) Domestic Financial Institutions(Banks/ Financial Institutions(FIs)/ Insurance Companies) 160000
1(c) Mutual Funds 720000
1(d) Others 0
2 Non Institutional Investors 532500 97191900 182.52
2(a) Corporates 43269850
2(b) Individuals (Other than RIIs) 53820050
2(c) Others 102000
3 Retail Individual Investors (RIIs) 1242500 46394750 37.34
3(a) Cut Off 41207650
3(b) Price Bids 5187100
4 Employee Reservation 50000 58500 1.17
4(a) Cut Off 57050
4(b) Price Bids 1450
Updated as on 03 November 2010 at 1900 hrs
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Swings Like A Butterfly
Stings Like A Bee
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Posted By: chimak10
Date Posted: 03/Nov/2010 at 9:28am
why is this thing in RJ's thread???????????
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Posted By: maoneyfactory
Date Posted: 04/Nov/2010 at 12:17pm
free dinner with RJ on friday 7-9 pm on cnbc tv 18.
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Kiran
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Posted By: chimak10
Date Posted: 07/Nov/2010 at 9:32am
Q: Are you surprised that many of the infra stocks have not moved in the last one year relatively?
A: Similarly in 2007 they were the best performers. And I think wherever you go you have to be very careful in infrastructure because some of them even today have incredulous valuations. I wouldn’t name anybody.
Q: As in cheap valuations?
A: Incredulously high valuations.
Q: That includes construction companies or power companies?
A: I think the most highly valued are the companies who are doing these power projects and all the BoT projects, incredible valuations.
Q: So you are careful on that space?
A: Always.
What companies is he talking about??????????????
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Posted By: nav_1996
Date Posted: 07/Nov/2010 at 11:12am
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Likes of IVRCL, Releiance Power etc..
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Posted By: NagarajB
Date Posted: 08/Nov/2010 at 12:03pm
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I am be stupid to ask this question in this forum... but still here I go... did lots of TED folks watch RJ on cnbc-tv18 on muhurat trading day.
http://www.moneycontrol.com/news/market-outlook/refraintrading-investmfs-instead-jhunjhunwala_496967.html - http://www.moneycontrol.com/news/market-outlook/refraintrading-investmfs-instead-jhunjhunwala_496967.html
Is TED tracking Orchid Chemicals?
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Regards,
Nagaraj
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Posted By: raman
Date Posted: 25/Nov/2010 at 8:30am
How did you get this info?. http://www.flowersfloristsgifts.com - .
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