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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 latest Portfolio-December 06 Post Reply Post New Topic
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heponly
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Quote heponly Replybullet Posted: 25/Mar/2007 at 10:47am
Rj hasn't added Beml to his portfolio in Dec-06 qtr. He is holding the same amount since long time. It can be verified on http://www.bseindia.com/shareholding/shareholdingPattern.asp?scripcd=500048&qtrid=51
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basant
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Quote basant Replybullet Posted: 25/Mar/2007 at 11:07am
Thanks for pointing that out.
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Quote basant Replybullet Posted: 13/Apr/2007 at 8:05pm
The BSE reports that over RJ has done a quick jig. he sold 50,000 shares of BEML and bought 50,000 shares of Titan.
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Quote RAKESH Replybullet Posted: 13/Apr/2007 at 10:15pm
basantji he even bought
13/4/2007 509069 INFOMEDIA RAKESH JHUNJHUNWALA B 450000 163.00
SOURCE BSE SITE ............
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Quote basant Replybullet Posted: 13/Apr/2007 at 10:25pm

That was a good arbitrage by him. I guess he tendered his shares in the open offer and seems to have bought it back.

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praveenmbd
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Quote praveenmbd Replybullet Posted: 14/Apr/2007 at 4:32pm
Rakesh Jhunjhunwala and persons acting in concert with him have bought 50,000 shares of Titan Industries on April 12 via market purchase.

According to a release issued by Titan to the BSE on April 14, the shareholding of Rakesh Jhunjhunwala and PAC have moved up to 10.045% (44,59,127 shares).
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Quote ramki830 Replybullet Posted: 15/Apr/2007 at 1:26pm

Friends,

 
Any idea on what RJ's stand regarding ALL(Ashok Leyland), some rumours were floated that he likes this counter, but then is it really true?
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Quote basant Replybullet Posted: 15/Apr/2007 at 2:57pm
A person who met him about 18 months back did say he is bullish on ALL and Matrix. This news is confirmed. heard nothing after that. Price was around Rs 28 at that point in time.
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