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Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
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deveshkayal
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Quote deveshkayal Replybullet Posted: 21/Jul/2007 at 12:09pm
i follow taneja aerospace. According to me the management is a bit concern
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I think ENAM has invested in companies where there is a management concern (Educomp,Taneja)..
"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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Ajith
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Quote Ajith Replybullet Posted: 21/Jul/2007 at 12:59pm
 In Enam's portfolio MRF Ltd. is a real gem -undervalued,great financial management/discipline,lots of hidden assests.
Ajith
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deveshkayal
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Quote deveshkayal Replybullet Posted: 25/Jul/2007 at 8:21pm
Originally posted by deveshkayal

Azim Premji has invested in Jindal Drilling, Today's Writing, Fulford (India). He has a penchant for pharma stocks and has invested in Novartis,Pfizer,Merck and Aventis Pharma.At last count, his investments were worth over Rs.350 crore. He has invested in unlisted companies also.
 
Azim Premji has sold of his entire holding in Fulford. Rel MF was the buyer...
"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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us121
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Quote us121 Replybullet Posted: 25/Jul/2007 at 10:25pm
Originally posted by mukesh

i follow taneja aerospace.



manishdave follows this stock closely.
may be able to throw some light.
ABILITY will get u at d top. CHARACTER will retain u at d top
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sureshb
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Quote sureshb Replybullet Posted: 07/Aug/2007 at 1:04am
premji bought marico recently
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deveshkayal
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Quote deveshkayal Replybullet Posted: 14/Aug/2007 at 12:01pm
Genus Overseas Electronics Ltd has informed BSE that the Board of Directors of the Company at its meeting held on August 14, 2007, inter alia, has decided the following:

1. To Issue and allot upto 10,00,000 convertible warrants convertible into and / or providing the holder the option to subscribe to one fully paid-up equity share of Rs 10/- each (aggregating to 10,00,000 equity shares) at a price of Rs 409 per equity share to Smt. Lata Bhanshali W/o Late Shri. Manak Bhanshali, Mumbai.
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Any idea on this company???
"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: 14/Aug/2007 at 12:02pm
Motilal Oswal was recommending this at Rs 120 nothing more on this.
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Kalyan
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Quote Kalyan Replybullet Posted: 11/Sep/2007 at 4:27pm
It is reported in ET that Taneja Aerospace is going to sell 220 acres at Bangalore for Rs 350 cr to GMR Infrastructure shortly  and the company has also restructured it accordingly to take benefits of Avaiation & MRO BOOM .
Basantji What is your view ?
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