In general we do not buy consumer staples, pharma and commodity
stocks and like infrastructure, financials and urban oriented under penetrated
sectors.
[/QUOTE]
Can someone please expand this. Which are the sectors covered in this category ?
Thanks Basantji and Samir Arora for the interview.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
Joined: 24/Oct/2007
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Posted: 24/Aug/2009 at 1:11am
"I like commercial airconditioning business for I believe that this
is the best way to play creation of urban infrastructure- malls/IT
parks/airports/hotels/high rise office blocks etc all need a much higher proportion
of commercial airconditioning content. We own the leader in a significant way
(also because of its international business and other segments)." Any guess about the leader. TED (because of basantji) has been bullish on this sector already.
Joined: 26/Jul/2008
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Posted: 25/Aug/2009 at 12:18pm
Thanks basantjee at the outset for the pains you are taking
I think in commercial airconditioning he was referring to voltas . In housing company he was probably referring to lic housing finance . The answers of samir arora were quite knowledgeable but somehow i feel that he is not the same samir arora he used to be prior to the crash of 2008 . I think his investment philosophy has gone a sea change .
Joined: 26/Jul/2008
Location: India
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Posted: 25/Aug/2009 at 12:20pm
if somebody can please clarify , i could not get his point on tv-18 and enil. is he still bullish on them or he does not find the external opportunity huge and therefore have dropped them
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