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deveshkayal
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Quote deveshkayal Replybullet Posted: 24/Aug/2009 at 11:30pm
[QUOTE

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
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FutureBull
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Quote FutureBull Replybullet Posted: 24/Aug/2009 at 11:44pm
I am really privileged to be part of this grp..great work Basantji

I would like to put few queries:

>> Investors have made tons of money in insurance and healthcare..could he share his view how to play them in the Indian context?

>> Does recent deal between Fortis and Wockhard make him optimistic about organized healthcare?
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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deepinsight
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Quote deepinsight Replybullet Posted: 24/Aug/2009 at 11:52pm
Really appreciate Samir A for taking the time to articulate his thoughts and Bansantji for making this happend.
"Investing is simple, but not easy." - Warren Buffet
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Monkey
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Quote Monkey Replybullet Posted: 24/Aug/2009 at 12:42pm
Basantji, thanks a lot. Samir sir, thanks for your time.
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TCSer
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Quote TCSer Replybullet Posted: 24/Aug/2009 at 12:59pm
Wow! hard to believe tat the biggest India bull SA is interacting with us

Great work Basantji.Keep it up.Clap
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khokhadream
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Quote khokhadream Replybullet 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.
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mira
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Quote mira Replybullet 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 .
god is great
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mira
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Quote mira Replybullet 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
god is great
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