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Buffet, Lynch and other legends - Investing Strategies
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Mr. V
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Quote Mr. V Replybullet Posted: 25/Jul/2007 at 8:12pm
What about Champagne Indage ? I went through their FY06 annual report and it does look promising.
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kulman
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Quote kulman Replybullet Posted: 25/Jul/2007 at 10:15pm
Good to discuss about few unsung heroes of Indian capital markets. Nice compilation, as usual Basant jee.
 
 
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basant
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Quote basant Replybullet Posted: 25/Jul/2007 at 11:41pm
Originally posted by deveshkayal

Professor is credited with having picked Ind Swift Lab and Spanco well before their prices soared!
 
Just 9 stocks is fabulous! Retail,Financial Services,Media and Alternative Energy are his bets.We need to do some research on Radico bcoz Rel MF has been bullish on this counter since long.
 
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
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kulman
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Quote kulman Replybullet Posted: 25/Jul/2007 at 12:31pm
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
 
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Yes you are right!
 
And it is sort of recession-proof. Even when Market tanks heavily, more & more people would sit glued to TV sets .
 
I have heard from others that the response to Awaaz channel in Hindi speaking States & cities like Nagpur is quite huge!
 
 
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basant
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Quote basant Replybullet Posted: 25/Jul/2007 at 12:38pm
So while people stop trading becausee of margin calls etc they would still watch TV for a while just to see what is happening. I beileve over the last one year they have added about 55% in terms of total viewership which went up to 50 million from 30 million the year before.
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vivekkumar_in
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Quote vivekkumar_in Replybullet Posted: 25/Jul/2007 at 12:49pm
Originally posted by kulman

Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
 
----------------------------------------------------------------------------
 
Yes you are right!
 
And it is sort of recession-proof. Even when Market tanks heavily, more & more people would sit glued to TV sets .
 
I have heard from others that the response to Awaaz channel in Hindi speaking States & cities like Nagpur is quite huge!
 
 

Kulmanji,
  It is not recession proof.. When market tanks heavily(in a bull market) more ppl will watch it. Just the day it tabnks and couple of following days...

But on even a quater  of bearish sentiment, like May 06 to Sep 06.. the viewership dips..

TV18's viewership is proportional to retail market involvement, volume etc... 

I believe we can deduce parallels from MSNBC, CNBC and all other business channels in US - comparison of their viewship in bull runs and bear runs.. It shows this trend explained above.
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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kulman
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Quote kulman Replybullet Posted: 25/Jul/2007 at 12:55pm
TV18's viewership is proportional to retail market involvement, volume etc... 

I believe we can deduce parallels from MSNBC, CNBC and all other business channels in US - comparison of their viewship in bull runs and bear runs.. It shows this trend explained above.
 
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Oh really? I wasn't sure of this.
 
Let's see how it happens here as we haven't had a savage correction/bear phase for quite a while.
 
 
 
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omshivaya
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Quote omshivaya Replybullet Posted: 25/Jul/2007 at 12:56pm
=basant
 
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
 
TV-18's e-broking venture too must be kept in mind with Ambit Capital, whenever it comes up. Plus, Media Process Outsourcing.
 
"These two triggers could be especially on Mankekar's mind": Would this be a fair point to make, or am I being overoptimistic on these two.


Edited by omshivaya - 25/Jul/2007 at 1:11am
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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