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Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: Rakesh Jhunjhunwala's Portfolio-September Post Reply Post New Topic
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basant
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Quote basant Replybullet Posted: 22/Jan/2007 at 9:06pm

Has anyone calculated thea average PE of the top 10 disclosed companies held by Rakesh Jhunjhunwala ?

 
The average is close to 45 times trailing. This shows us that investing in high PE stocks is not always foolish as some experts make it out to be.The top 10 stocks held are:
 
  NAGARJUNA CONSTRUCTION
  LUPIN                          

TITAN INDUSTRIES                         

  PRAJ INDUSTRIES                        
  CRISIL                                          
  PUNJ LOYD                                    
  BILCARE   

PANTALOON RETAIL                    

 GEOJIT FINANCE                             

KARUR VYSYA

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Gorden
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Quote Gorden Replybullet Posted: 22/Jan/2007 at 10:18pm
RJ has sold majority of his stake in Matrix Lab.
 
MP Laboratories (Mauritius) Ltd has aquired 71.46% stake in the company.
For details pls visit the following link
 
 
 
LIVE FAST DIE YOUNG & HAVE A MARKETABLE CORPSE
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Quote basant Replybullet Posted: 22/Jan/2007 at 10:29pm
Very interesting. Matrix grew about 1000 times in the last 7 years. WOnder when he got into this one but he did make a real good solid multibagger out of this one.
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PrashantS
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Quote PrashantS Replybullet Posted: 22/Jan/2007 at 11:02pm
But how does he see these things...........god only knows...may be we can have a movie on him...people around him will very rich.............
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Quote deveshkayal Replybullet Posted: 22/Jan/2007 at 8:27am
RJ says 2007 will be the year of Titan.He is also bullish on Taneja Aerospace(ET)
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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Quote basant Replybullet Posted: 22/Jan/2007 at 8:31am
Manish Dave talked about Taneja a few months back. He also recommended it very strongly on this forum.
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Quote deveshkayal Replybullet Posted: 24/Jan/2007 at 9:47am
Originally posted by omshivaya

Very very nice Bhaiyya jee. Ab thora sa help kar do ham small investos ko...apne kisi ek PE company ko public le aayo(partly maybe)...hame bhi khane do malai!

 
Topsgrup, the 150-crore security solution provider plans to acquire a UK based security guarding co by mid-Feb. The co. is eyeing South Africa,Middle-east, Far East and US as other potential markets to expand its operation.The company will fund the acquisition through internal accruals and with the help of private equity investors. RJ has 16% stake in the company.The company is also coming out with an IPO in 2008-09.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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Quote basant Replybullet Posted: 24/Jan/2007 at 10:12am
Top class investor in a Top class company shall earn Top returns. WIth increasing number of business and commercial establishments with greater number of wealthy people insecurity is bound to be high - hence the demand for this particular business should grow exponentially.
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