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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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nikhil090
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Quote nikhil090 Replybullet Posted: 02/May/2007 at 8:46pm
I would disagree here. Bilcare is up by more than 50% from the Feb/March lows. So it is performing much better than the market.
Pharma is a very scalable field for indian companies - they are the most cost competitive around the world (with China). The feedback on Bilcare's packaging solutions is very good. They are the leader in this space in INdia. Their packaging solutions are innovative and provide ease of use to the companies and are more durable. Besides that they have entered into an area of Clinical trial research which is an opportunity which will scale up over the next 3-5 years.. The space has tremendous potential and Bilcare may be the one to play this on.
The biggest hindrance to analyse this company is that no information as such is available on their website. NO annual report/quarterly results nothing.. Similar to the case of prime focus. But my sense is that it is a good company doing very well and moving into new scalable areas..
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deveshkayal
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Quote deveshkayal Replybullet Posted: 03/May/2007 at 11:49am
Originally posted by krishnagoenka

hi basant,
 
hv been an avid reader of ur threads and have learnt a lot from ur threads on pantaloon...
 
jss wanted to check / kno if these are also in his portfolio ..
 
aptech ltd
bhushan steel...he acquired 10 lac shares ..
prime focus ( did he exit after ipo)
 
regards
Krishna
 
You are right Krishnaji, RJ has 2.4% stake in Bhushan Steel as on 31st March,2007...he has been allotted at Rs.190...
"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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Rinku
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Quote Rinku Replybullet Posted: 04/May/2007 at 2:26pm
I am not sure but Ess Dee is also in similar space(Fidelity and Marc Faber(only indian company in his portfolio) are the investor in this company).
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deveshkayal
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Quote deveshkayal Replybullet Posted: 13/May/2007 at 10:53pm
Basantji,can u update RJ's portfolio as on 31st March.Most of the companies must have filed latest shareholding pattern by now...
"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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basant
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Quote basant Replybullet Posted: 13/May/2007 at 11:03pm
Would check and do 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
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deveshkayal
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Quote deveshkayal Replybullet Posted: 20/May/2007 at 10:13am

Mid-day which RJ bought around Rs 50 two and half years back is still hovering his acquisition price...RJ failed in media stocks.

"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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basant
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Quote basant Replybullet Posted: 20/May/2007 at 10:29am
... and he is candid enough to accept that he missed the best ones!!!
'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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kulman
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Quote kulman Replybullet Posted: 21/May/2007 at 11:04pm
Admitting/accepting one's mistakes candidly is one of the best qualities of greatness.
Life can only be understood backwards—but it must be lived forwards
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