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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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chimak10
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Quote chimak10 Replybullet Posted: 30/Jun/2009 at 5:26pm
Originally posted by mahesh004

Trades at 70 crores MCap for 300 crores revenues.
 

Have acquired companies in tool room, engineering and artwork parts of sheet metal life cycle to become 'art to part' company. This can change fortunes of company overnight. They can now serve customer with an idea in mind to producing componenet for it.

 

They are sole vendors for Ace trucks in India and have starting seeting orders from GM, VW etc.

 

This company has good management, huge opportunity, scalability.



himanshu j j: SIR CAN U EXPLAIN ME THE BUSINESS MODEL OF AUTOLINE IND AND WHAT MAKES U BULLISH ON THE CO?

Ramesh Damani: a friend was bullish on it,.i have not researched the co


Hmmm...............see RD says a friend was bullish on it.
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karthiik
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Quote karthiik Replybullet Posted: 30/Jun/2009 at 10:53pm
hi mr.Basanth and all
You are doing grat service to the investment fraternity.
i love your post, now i am reading your investment strategy posts one by one
this is my first post . i hope will participate more
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pinki_kotak
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Quote pinki_kotak Replybullet Posted: 06/Jul/2009 at 4:36pm
Bilcare Ltd has informed BSE that Mr. Rakesh Jhunjhunwala and Mr. Manish Gupta have resigned from the directorship of the Company, with effect from July 04, 2009
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pinki_kotak
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Quote pinki_kotak Replybullet Posted: 07/Jul/2009 at 10:12am
/7/2009 522059 INDAGE VIN REKHA RAKESH JHUNJHUNWALA S 91012 75.66
what its mean 360 me purchase and sell 75 only loss
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deveshkayal
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Quote deveshkayal Replybullet Posted: 07/Jul/2009 at 10:22am
Finally, the big bull has sold Indage! I have always wondered how he held on to it inspite of poor growth and high debt. I too made a loss on Indage when I sold it @ 90 five months back...
"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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prabhakarkudva
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Quote prabhakarkudva Replybullet Posted: 07/Jul/2009 at 10:24am
I think the lesson here is what Basantji keeps reiterating.All of RJ's picks will not prove to be profitable or right.If you want to emulate him,emulate his complete listed portfolio.
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 07/Jul/2009 at 10:52am
Originally posted by prabhakarkudva

I think the lesson here is what Basantji keeps reiterating.All of RJ's picks will not prove to be profitable or right.If you want to emulate him,emulate his complete listed portfolio.


I don't know if you meant it that way, but nobody can emulate someone by merely copying the complete listed portfolio.

Emulation has a higher meaning.
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prabhakarkudva
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Quote prabhakarkudva Replybullet Posted: 07/Jul/2009 at 11:07am
Trust me Hiteshji.there are enough number of people who just follow RJ blindly without really understanding the rationale/risks/convictions behind his investments.
And no i didnt mean the "higher meaning".
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