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Buffet, Lynch and other legends - Investing Strategies
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Message Icon Topic: Rakesh Jhunjhunwala's Portfolio - March 2 Post Reply Post New Topic
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vishnu1975
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Quote vishnu1975 Replybullet Posted: 15/May/2009 at 5:47pm
http://www.bseindia.com/about/list_comp.asp
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samirarora
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Quote samirarora Replybullet Posted: 15/May/2009 at 5:51pm
Last time i checked , RJ had munjal showa (checked on munjal showa shareholding pattern list) but it seems he is out of munjal showa now, and i see emam private as a shareholder instead.
Anyone have any idea when this happened.
 
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j2eeprofessiona
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Quote j2eeprofessiona Replybullet Posted: 15/May/2009 at 7:28pm
Originally posted by vishnu1975

http://www.bseindia.com/about/list_comp.asp


Thanks. I really appreciate it.
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Quote sayru Replybullet Posted: 20/May/2009 at 12:06pm
cnbc interview rj has said
 
According to Jhunjhunwala, the next Sunil Mittal would emerge from organised retail. “The sector has got the biggest ability to grow. Today, 5-8% of retailing is organised. India’s retailing market grows by 10-12% a year. If this 5-8% is to go to 20-25%, one can imagine what kind of a market one can expect in the next five to seven years.”
 
ramesh damani chat in moneycontrol.com reply-
 
makhijasuresh: sir good evening sir rakesh jhuhunwalla said that he is bullished on retail sector and he was saying that in comming five to six years there will bea company in retail which turnover will reah upto 10 billion dollars according to my knowledge he has invested in two reatil secrtor companies ie pantallon retail and titian plz commnet won shich company will touch 10 billion dollar market cap thanks

Ramesh Damani: i think his choice would be pnataloons..though i have not asked him
any view these ...
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vishnu1975
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Quote vishnu1975 Replybullet Posted: 20/May/2009 at 1:42pm
No doubt its Pantaloon
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somu0915
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Quote somu0915 Replybullet Posted: 20/May/2009 at 7:51pm
If RJ is so bullish on Pantaloon, why did he sell his stake?
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vishmitt
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Quote vishmitt Replybullet Posted: 21/May/2009 at 5:44pm
Well, market cap can increase not only through share price appreciation, but also through new share issuance. In that case, shareholders dont gain much, except if the new shares are at high price. Like what happened in Reliance Power - Anil Ambani bought most shares at Rs. 10/- (average price of Rs. 15 or so) and issued the same shares to retail guys at Rs. 500 levels, thereby increasing book value to around Rs. 60 - 70 (quadrupling his net worth !), and with market price a multiple of that !!
 
It would be worthwhile to note that out of the billions of market cap, how much is share price appreciation, and how much new shares...
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Quote subu76 Replybullet Posted: 21/May/2009 at 6:43pm
Originally posted by somu0915

If RJ is so bullish on Pantaloon, why did he sell his stake?
 
Sale could have been as he needed funds for a better opportunity.
 
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