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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 December 2009 Post Reply Post New Topic
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studentoflife
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Quote studentoflife Replybullet Posted: 14/Jun/2010 at 7:12am
Originally posted by Alok Bhola

Originally posted by vishmitt

Have not come across any RJ's interview in recent months - any update?


I guess he realized you are eager to hear him and gave this 15 minute interview.
We get one piece of information,the BIG BULL has invested heavily in Rallis India.
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Jaishrikrishna
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Quote Jaishrikrishna Replybullet Posted: 21/Jun/2010 at 7:35pm
looks like he has increased his stake in VIP IND.
1-JUN-2010,VIPIND,VIP Industries Ltd.,RAKESH JHUNJHUNWALA,BUY,205000,296.99

SOURCE: NSEINDIA.
Don't Buy and Hold, Buy and Homework / Fish see the bait,but not the hook; Men see the profit, but not the peril.
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drsatish91
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Quote drsatish91 Replybullet Posted: 23/Jun/2010 at 8:53am
21/06/2010 . RJ bought 3,70000 shares of VIP ind @ 297 and 296 rs/share in two trades 1st 205000 and 2nd 165000 share bulk deals
source : moneycontrol.com

Edited by drsatish91 - 23/Jun/2010 at 8:54am
Dr.Satish M Jethwani
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bsk0404
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Quote bsk0404 Replybullet Posted: 23/Jun/2010 at 10:23am

who sold that shares. because I cant understand that one can not buy from general people in this much qty.

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vinit_luniya
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Quote vinit_luniya Replybullet Posted: 23/Jun/2010 at 10:52am
autoline industries traded at 134 has a marboulous result in last quater and pay 2rs.dividrnd.
march quater sales r 155 crs.
np 8.65 crs
eps 7.23 in march quater
full year 17 rs eps
is COMPLETE TURN ARROUND COMPANY
RJ HAS A HUGE STAKE.
if you can learn from 2 mistake u can otherwise no way
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bsk0404
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Quote bsk0404 Replybullet Posted: 23/Jun/2010 at 11:04am
Any idea how they are performing in this qtr
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prabhakarkudva
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Quote prabhakarkudva Replybullet Posted: 23/Jun/2010 at 11:30am
I owned this company:

1) Their existing business is automotive parts.Dependence on one big customer/product the Ace mini van.

2) RJ's bet is on the design outsourcing business.They have made some acquisitions related to this int the past but i dont know how much it has contributed to the sales.

Please check if the money is coming in from point 2.If it is this can be investigated otherwise you are just trying to play the automobile cyclical uptrend.
Take your chances and keep them in a box until a quieter time.
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bsk0404
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Quote bsk0404 Replybullet Posted: 24/Jun/2010 at 12:43pm
 As you said "RJ's bet is on the design outsourcing business.They have made some acquisitions related to this int the past but i dont know how much it has contributed to the sales."
I also own shares but still not clear on the above business how its booming. My sense is that if it really get as it thought by RJ then it will have shot.
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