Rakesh Jhunjhunwala and Monish Pabrai Stock Comparison and their stock holdings 2020

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영상 결론: 라케시 준준왈라와 모니시 파브라이의 2020년 보유 종목을 비교한 정보성 영상이며, 특정 종목 추천은 하지 않는다고 명시. 비교 대상 공통 보유 종목: 준준왈라와 파브라이 모두 보유한 종목은 Dell Wyse 계열 금융서비스(BFC 섹터)로, 파브라이는 1.36% 비중·손실 -5.48%, 준준왈라는 1.07% 비중. 준준왈라 주요 보유 종목 비중: AB Tech(24.24%, 현재 손실 -8%, 현재가 약 151~165로 언급), Mahadhan Retail Ventures(12.74%, 손실 -35%), CC Construction(10.38%, 손실 -0.61%), Pesticides 계열 Rallis India(9.76%), Bill Care 패키징(8.48%), Agro Tech Foods(8.22%), 금융 섹터 Cursive(8%), Gog Financial(8.16%), 건설 섹터(7.57%), Delta Called(7.38%, 기타 섹터), Titan Company(6.51%, 손실 -11%), Autoline Industries(6.48%), 기타 섹터(5.48%), VIP Industry(5.31%), Ion Exchange(5.29%) 등 순으로 언급. 수익·손실 현황 언급: Mahadhan Retail -20%대, Delta Called 소폭 이익, Ion Exchange 약 9%대 이익, VIP Industry 약 7% 이익, Multi Commodity Exchange 이익, Yes Bank 비중 0.51%, TV Broadcast -22%, SpiceJet -18%, Lupin -25%, Prakash Industries +43%, Ambuja Cement 등 이익 종목 언급. 미래 가격 방향 예측 발언: 없음. 과거 보유 성과 비교만 다뤘으며 대상 자산(삼성전자, 비트코인, 금 등)에 대한 전망은 언급되지 않음. 출연자 전망·조건·리스크: 특정 종목 매수·매도 권유 없음. 비교 목적 정보 전달이라고 밝힘.

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※ 자동 자막 원문(다듬기 전)

01. hello friends today I am going to show you rocket Jun Jun Walla and Mohnish provides common stock so here is a rocket Jun Jun wallahs stocks he has bought and there are many stocks and let first start with moniece provide stock stocks so here comes Mohnish provides stock sorry he bought rain industry Kaveri seed company Sun tech reality hold a party developers Indian energy exchange limited and idolize financial service services so he in a Dell Wyse he bought one point 36 percent and this a Dell Wyse is the common stock between rocket when to Nuala and monochrome I see Erik agent you know has a Dell Wyse financial services and B FC is the sector and he bought one point zero seven percent and he is going in loss of - five point forty eight percent so this is the Rockets Jun - no Alice talks let me go through some of the stocks so AB Tech Limited which is a computer sector which is the highest percent he bought twenty four point twenty four percent and - eight percent is going on loss currently and 151 is the current price actually currently I have seen it's 165 as of today and the Maha Donna retail ventures limited which is into retail sector and it's twelve point seventy four percent he bought he is into minus thirty five percent loss in this and CC construction which is ten point thirty eight percent and currently 0.61% is loss rally is India Limited pesticides and agro chemicals it's nine point seventy six percent bill care limited packaging is eight point forty eight percent agro tech foots limited auto tractor 8.22 percent X course financial sector is true cursive eight percent 8.16 Gog Financial Services Limited construction sector which 7.5 7% Delta called limited which is miss a miscellaneous sector seven point three eight percent Titan Company Limited which is edible oils and solvent extraction which is six point five one person you can see it's a minus eleven percent loss Auto line industry is limited its auto ancillary which is 6 percent 6.48 resale limited miscellaneous sector which is five point forty eight percent VIP industry is engineering which is five point thirty one percent ion-exchange plastics which is five point two nine percent and other is below five percent so I will show you your twenty five percent - Reformation laws in Mahayana retail ventures - 20 percent agro tax Foods Limited ten percent profit in Delta called limited seven percent of it one percent profit nine percent profit here ion-exchange nine percent VIP industry seven percent gristle limited one percent one point thirty one percent and ten point two eight in multi Commodity Exchange of India Limited profit and here comes nine point seven hundred she limited in bank bank sector and a twenty two percent loss of TV broadcast limited and you can see minus eighteen percent loss in SpiceJet again and minus twenty five percent loss in Lupin limited forty three percent profit in Prakash industries forty one percent profit in audience cement limited so these are the n rackets in general also holy yes Bank which is yes when comes in banking sector it's a fifth 0.51% he holds this rock is Jinjin wallahs portfolio so you you have seen I'm not recommending any any of those talks this is just the comparison with my racket student you know one iron Maurice prop I thank you we will see you in next video please subscribe and we will see you in next video