The secerte of Rakesh jhunjhunwala's investment picking is as below,
- Attractive, addressable external opportunity
- Sustainable competitive advantage
- Scalability + operating leverage
- Management quality + integrity - Important Factor
- EVA positive over investment horizon
- Valuation: Price –Value divergence
What Factors determine Rakesh Jhunjhunwala's exit from a particular stock ?- Asset Allocation
- Review of Critical Factors
- Relative Opportunity
- EPS or EPS Expectation Peaks
- PE Absurdity
- Not Driven by Profit/Loss -Independent
