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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 Portfolio March 08 Post Reply Post New Topic
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Circuit
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Quote Circuit Replybullet Posted: 10/Jul/2008 at 1:52am
Originally posted by munnabhai

Basantbhai,
Rakeshbhai ke list se aapki pasand ka kaunsa stock hai ?
 
 
Bhai, Apun koh toh Titan hi pasand hai .... Sona Kitna Sona Hai ......
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kanagala
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Quote kanagala Replybullet Posted: 10/Jul/2008 at 2:31am
Originally posted by basant

Dwarikesh in terms of value is very small. ION he has increased stake we use their pristine brand since the last two years and think that it is not a good system so I looked at the stock in 2006 when I looked at the product but after using the product did not like it I think Kent and aqua guard are better.


Sir,
Main business of ION is waste water treatment. It provides solutions in this space for different industries. It can not be compared with normal purifier companies. 
While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior.
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kulman
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Quote kulman Replybullet Posted: 10/Jul/2008 at 9:05am
Originally posted by kanagala

Main business of ION is waste water treatment. It provides solutions in this space for different industries. It can not be compared with normal purifier companies. 


Right. They are one of the top players in Effluent Treatment Plants, DM Plants etc.

Water is being played as a broad investment theme similar to Oil. Check this thread here.








Life can only be understood backwards—but it must be lived forwards
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munnabhai
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Quote munnabhai Replybullet Posted: 10/Jul/2008 at 11:14am
Originally posted by Circuit

Originally posted by munnabhai

Basantbhai,
Rakeshbhai ke list se aapki pasand ka kaunsa stock hai ?
 
 
Bhai, Apun koh toh Titan hi pasand hai .... Sona Kitna Sona Hai ......


Arre Circuit,
boleto Sona to apni pasand bhi hai re, Bansantbhai ki pasand bhi to pata karte hai yaar.
"The time of maximum pessimism is the best time to buy and the time of maximum optimism is the best time to sell"
Sir John Templeton
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basant
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Quote basant Replybullet Posted: 10/Jul/2008 at 11:44am
At the moment Titan and PRIL.
'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: 23/Jul/2008 at 8:44pm
Life can only be understood backwards—but it must be lived forwards
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chimak10
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Quote chimak10 Replybullet Posted: 23/Jul/2008 at 8:58pm
thinking about giving him a call

Edited by chimak10 - 23/Jul/2008 at 11:35pm
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chimak10
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Quote chimak10 Replybullet Posted: 23/Jul/2008 at 10:16pm
23/7/2008522059CHAMPAGN INDRAKESH JHUNJHUNWALAB438650364.00
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