Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Sector talk
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
Message Icon Topic: Samir Arora talks to the members of TheEquityDesk. Post Reply Post New Topic
<< Prev Page  of 9 Next >>
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 25/Aug/2009 at 12:24pm
Originally posted by mira

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 .


Why would you say that? Can you be a bit more elaborate in this?


'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
leo2007
Senior Member
Senior Member
Avatar

Joined: 22/Jul/2007
Location: India
Online Status: Offline
Posts: 262
Quote leo2007 Replybullet Posted: 25/Aug/2009 at 12:33pm
Concentration should evolve with some stocks doing really well and not by your buying them in a concentrated fashion.
=====================================
SA has given  a different defenition of concentrated portfolio.
IP IP Logged
omshivaya
Senior Member
Senior Member
Avatar

Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Quote omshivaya Replybullet Posted: 25/Aug/2009 at 12:48pm
Thank you very much Basant jee. And a lot of thanks to Samir jee really for taking time out to answer. Thank you both of you!!!
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
IP IP Logged
mira
Groupie
Groupie
Avatar

Joined: 26/Jul/2008
Location: India
Online Status: Offline
Posts: 17
Quote mira Replybullet Posted: 25/Aug/2009 at 12:55pm
previously he used to be very bullish and was unperturbed by crash like the one in 2004 or the one in 2006 . He has made his life difficult by doing all this long/short phenomenon. He might be quite succesful at this one but we all know the samir arora for all his excellent investment calls in satyam , zee etc. in the nineties , bharti , pantaloon in the early two thousand. With the mandate at alliance capital his performance in investment calls were excellent but after leaving alliance and in his new helios fund i feel he is a bit shaky after the 2008 crashes. I had followed a few of his seminars and interviews on tv and somehow feel that he is a bit confused with his investment philosophy now a days. Lastly i must say that i am too small to judge a person like samir arora who has been a phenomenon in his own way but i have stated what i felt like and i am sorry if i had hurt any bodys feeling
god is great
IP IP Logged
Khan
Senior Member
Senior Member
Avatar

Joined: 03/Oct/2008
Location: India
Online Status: Offline
Posts: 241
Quote Khan Replybullet Posted: 25/Aug/2009 at 12:58pm
Thanks Basantji..
from the following statement,
 
"Concentration should evolve with some stocks doing really well and not by your buying them in a concentrated fashion. "
 
does it imply that, SA proposes an equal weighted investment strategy? Decide on stocks to invest and make regular investents? 
If you do what you've always done, you'll get what you've always gotten
IP IP Logged
stockwizard
Groupie
Groupie


Joined: 06/Feb/2008
Location: India
Online Status: Offline
Posts: 67
Quote stockwizard Replybullet Posted: 25/Aug/2009 at 9:02am
One of the areas which is really under penetrated is cold storage.. where companies like voltas, bluestar and new entrants like container corp are prominent picks.. but it is not urban oriented by large..
IP IP Logged
prashantmohta
Senior Member
Senior Member


Joined: 23/Jul/2006
Location: India
Online Status: Offline
Posts: 1074
Quote prashantmohta Replybullet Posted: 27/Aug/2009 at 1:01pm
Whether lic housing is considered to be 2 largest hfc co.
Inside Icici,pnb, sbi all are doing.

In 1994 lic s price was 100 rs and today it is 672 not a great compounder .
IP IP Logged
Hitesh Shah
Senior Member
Senior Member


Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
Quote Hitesh Shah Replybullet Posted: 27/Aug/2009 at 1:14pm
Originally posted by prashantmohta

Whether lic housing is considered to be 2 largest hfc co.
Inside Icici,pnb, sbi all are doing.

In 1994 lic s price was 100 rs and today it is 672 not a great compounder .


I'm not sure that SA is a buy-n-hold type of guy. He sees his opportunities and acts accordingly so he may not be looking for, or advocating, steady compounders.


Edited by Hitesh Shah - 27/Aug/2009 at 1:19pm
IP IP Logged
<< Prev Page  of 9 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.727 seconds.
Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close