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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 - Post Reply Post New Topic
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kattur
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Quote kattur Replybullet Posted: 22/Sep/2007 at 11:22pm

Is it possible to find out when he got into each of these stocks and roughly at what price?  Recently I read an interview he had given where he said he got into Praj at a price of about Rs.100 when it had already risen from Rs. 10 to Rs. 100 in one year - already a ten bagger.  He still saw value in it and invested at a price of Rs. 100.  Whether WB or RJ, it will give lesser mortals like me some comfort to know the price at which he got into any particular stock.  May be then I will have the conviction ( I should actually say courage ) to follow him.

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manish_3011
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Quote manish_3011 Replybullet Posted: 23/Sep/2007 at 6:51pm
Whay u r saying is correct to some extent. But the share price of agrotech has risen from 90 level to 170 level in last 6 months.
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basant
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Quote basant Replybullet Posted: 23/Sep/2007 at 7:19pm
Take a 5 year view and Agrotech has been a rank underperformer. It would need to go up some 2.5 times to match the sensex and about 5 times to match RJ's portfoliuo from these levels.
 
His investment is not that important as much as the extent of that investment.
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tigershark
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Quote tigershark Replybullet Posted: 08/Oct/2007 at 4:03pm
what about VICEROY HOTELS has also been an underperformer, room rates in hyderabad have reached their peak and viceroy is not a mkt leader.any idea on this one
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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basant
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Quote basant Replybullet Posted: 08/Oct/2007 at 4:21pm
No. It has been an absolute dudd!
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anandv
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Quote anandv Replybullet Posted: 08/Oct/2007 at 5:33pm
There is constant reference to chats of RJ , RD etc in these forums . Are these internet chats on certain websites where they discuss things with investors like indiatimes has those celebrity chat shows or do you refer to chat shows on TV programs ?? If its the former could you please share whihc sites
 
ps : I am not sure if this is the right thread , kindly shift it if this is not the right thread.
 
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Quote basant Replybullet Posted: 08/Oct/2007 at 6:26pm
RD used to chat on rediff but moneycontrol is his new home.
'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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Quote basant Replybullet Posted: 12/Oct/2007 at 11:45pm
A confirmed source tells me that RJ is out of the market and is presently looking after his health at the Jindal health centre somewhere near Bangalore. I cannot divulge the name but the sorce says that at these levels RJ is cautious though not bearish.
'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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