Rakesh Jhunjhunwala

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Rakesh Jhunjhunwala

"For trading i look at technicals, which are essentially price movements. when price movements confirm my thought process, i buy aggressively. The sheer feeling that the markets have bottomed out or that the fundamentals and valuations are favourable is not enough"

"The ingredients of successful investing lie in locating gaps between current expectations and future likely performance which provide me favourable odds as an investor. Perhaps the single biggest error in the investment business is failure to distinguish between knowledge of a company's fundamentals and the expectations implied by the stock price"   

"The issue is not which stock will be the winner, but rather, which companies are available at valuations that promise superior returns" 

"Markets disproportionately reward companies that are leaders, innovators and performers. We can predict future prices by predicting future EPS and PER, but in order to predict future profits we need to understand real life business"


"I asses the following. The addressable external opportunity available to company. The competitive ability of the company. The effect of operating leverage on the profits. Scalability and integrity of the company"

"I believe prediction of EPS is mainly science and partly art. But prediction of PER is an art with very little science"


rakesh jhunjhunwala on value investing

What could possibly excite Rakesh Jhunjhunwala to buy DB Realty?  

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