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Buffet, Lynch and other legends - Investing Strategies
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Message Icon Topic: Rakesh Jhunjhunwala's latest Portfolio - Post Reply Post New Topic
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MPD05
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Quote MPD05 Replybullet Posted: 29/Dec/2007 at 11:45am
Hind. Oil Exploration

Looks like RJ has almost exited his position here.

On 12/26, there were three bulk deals:


26-Dec-2007 Hind Oil Explor (BSE) Rekha Jhunjhunwala SELL 1721355 169.01
26-Dec-2007 Hind Oil Explor (BSE) Matterhorn Ventures BUY 1730000 169.03
26-Dec-2007 Hind Oil Explor (NSE) Rekha Jhunjhunwala SELL 750000 169.07
26-Dec-2007 Hind Oil Explor (NSE) Rakesh Jhunjhunwala SELL 1035250 168.80
26-Dec-2007 Hind Oil Explor (NSE) Matterhorn Dy Eq Fund BUY 1770000 168.90

Source: Money Control.

Curiously enough, Matterhorn Ventures is on the other side of the trade.
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tigershark
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Quote tigershark Replybullet Posted: 01/Jan/2008 at 3:17pm
any one has any idea why ATFL a stock where rj has a stake is flying around thesedays.bottomline is still not ready to take off as co is still busy restructuring.is somebody discounting too much into the future?
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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deveshkayal
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Quote deveshkayal Replybullet Posted: 03/Jan/2008 at 8:59am
Heard on the Street
 
Market operators have suddenly taken a fancy to NTPC shares, with the Rar(e)ing Bull said to be leading the charge at the counter. The state-owned power generation major was the star performer in the Sensex on Thursday, rising nearly 8% over Wednesday to end the day at Rs 276.80.

In the last one week the stock has climbed around 15% and market watchers say the renewed interest in the stock has to do with the forthcoming issue of Reliance Power. Given the fancy valuations that are being talked about for Reliance Power, the Bull and his associates feel that NTPC — the largest power generation company in the country with a capacity way ahead of all its rivals put together — deserves better valuations.

Meanwhile, the Bull appears to have made a new year resolution to focus on value plays this year. He is said to be building positions in the Tata Motors stock, which appears to have fallen off the radar of most institutional investors in recent times.
"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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smartcat
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Quote smartcat Replybullet Posted: 03/Jan/2008 at 11:01am
Tata Motors did you say? Three Cheers to the big bull.
 
NTPC has a total power generation capacity of 24,000 MW under operation.
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Quote supratik Replybullet Posted: 09/Jan/2008 at 8:25pm

Hi All,

I heard that RJ is buying into Sirpur Paper. Not sure though!!!
 
I was just wondering when our eagerness to know his latest portfolio would be satisfied.
 
Thanks and Regards
Supratik
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deveshkayal
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Quote deveshkayal Replybullet Posted: 09/Jan/2008 at 9:07pm
 heard that RJ is buying into Sirpur Paper. Not sure though!!!
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Yes. Rare Enterprise bought this stock day before yesterday. Maybe bcoz paper price are gonna increase.
 
He has also entered MRO Tek as per Dec shareholding pattern.
"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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DR. RAJAN GARG
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Quote DR. RAJAN GARG Replybullet Posted: 09/Jan/2008 at 9:49pm
how can we know about latest portfolio ?
 
 
 
 
 
 
 
 
?
GOLDEN BIRD WILL FLY AGAIN
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DR. RAJAN GARG
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Quote DR. RAJAN GARG Replybullet Posted: 09/Jan/2008 at 9:49pm
IF any body can tell me about ICSA?
GOLDEN BIRD WILL FLY AGAIN
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