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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 - Decembe Post Reply Post New Topic
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kannanravi1
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Quote kannanravi1 Replybullet Posted: 24/Mar/2009 at 7:37pm
Originally posted by sayru

rj was wrong also some times , like indage ven.. he was entered
price 500 rs. now share price 45 rs.

I don't know if I would call RJ wrong on that one....I don't know much about Indage, but seems like they are having excellent growth over the past 5 years. Latest quarter is a bit bad but not too much I guess. So their business model may still be intact...I just need to do a deeper analysis.
kannan
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FutureBull
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Quote FutureBull Replybullet Posted: 09/Apr/2009 at 6:45pm
Yes i agree that he may not be entirely wrong on Indage.. he has acquired substantial stake so might not be possible to do that at cheaper price.. this company is growing well despite some reverses on FCCB front..on top of that Wine is long term play..you can see all major alcohol consuming countries are showing signs of shifting to wine
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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deveshkayal
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Quote deveshkayal Replybullet Posted: 09/Apr/2009 at 10:16am
New Vernon bought 5 lakh shares of Indage @ 55.
"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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FutureBull
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Quote FutureBull Replybullet Posted: 15/Apr/2009 at 1:51pm
Basantji,

Any update on RJ's holding as on 31st mar?
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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chimak10
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Quote chimak10 Replybullet Posted: 25/Apr/2009 at 3:37pm
Nagarjuna Con

Dec-08




 Rekha Jhunjhunwala 10,300,000 4.5
 Rakesh Jhunjhunwala 5,000,000 2.18



Mar-09




 Rekha Jhunjhunwala 9,200,000 4.02
 Rakesh Jhunjhunwala 5,000,000 2.18



Lupin

Dec-08

Jhunjhunwala Rakesh  1,647,381  1.99 
 Jhunjhunwala Rekha  1,130,254 1.37 
Mar-09

Jhunjhunwala Rakesh  1,721,381  2.08 
 Jhunjhunwala Rekha  1,190,254  1.44 


Edited by chimak10 - 25/Apr/2009 at 3:48pm
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chimak10
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Quote chimak10 Replybullet Posted: 25/Apr/2009 at 5:41pm
no entry in unitech.........maybe RJ traded in it.
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chimak10
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Quote chimak10 Replybullet Posted: 25/Apr/2009 at 6:08pm
Karur Vysya Bank Ltd

Least talked about RJ holding

Dec-08
Rakesh Jhunjhunwala Group 1,843,724      3.42

Mar-09
Rakesh Jhunjhunwala Group 2,018,724      3.74

what is this group thing? any clue anyone
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subu76
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Quote subu76 Replybullet Posted: 25/Apr/2009 at 12:59pm
Originally posted by chimak10

no entry in unitech.........maybe RJ traded in it.
Could have been a short term debt play as well. There were some rumours long back on papers about high networth individuals lending to Unitech.
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