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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
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basant
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bullet Topic: The Equity Desk XI vs. The Indian Cricket XI
    Posted: 29/Sep/2006 at 12:38pm



<span style="font-size: 10pt; color: black; font-family: Tahoma;">
 The Equity Desk XI vs. The Indian Cricket XI

 

I have tried to create my definition of what could be a multibagger portfolio for the next 3-4 years. To give the first time investors of what kind of companies these are I have compared it to the Indian Cricket XI.<o:p></o:p>
<span style="font-size: 10pt; color: black; font-family: Tahoma;">
 

Some of the stocks in this portfolio have gone up multifold but that does not mean it cannot go up further. Infosys  went up 30 times after it was a 100 bagger. But we cannot get an Infosys every time.This does not mean that there will no more Infosys in the <span style=""> Indian Markets. </span><span style="" lang="EN">Marc Faber</span> once told me that Just because a stock has gone up 9 times do not mean it should decline.<o:p></o:p><span style="font-size: 10pt; color: black; font-family: Tahoma;"><o:p> </o:p></span>

<span style="font-size: 10pt; color: black; font-family: Tahoma;"><o:p></o:p></span> 

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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">Indian XI<o:p></o:p></span></h3></td>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">The Equity Desk XI<o:p></o:p></span></h3></td>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">Sector<o:p></o:p></span></h3></td></tr>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 10pt; font-family: Tahoma;">Virender Sehwag<o:p></o:p></span></h3></td>
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Page
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 10pt; font-family: Tahoma;">Jewellery retailing ,Watches and Opticals</span></h3></td></tr>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 10pt; font-family: Tahoma;">Power/Transformers</span></h3></td></tr>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;"><o:p> </o:p></span></h3>
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<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;">Discussion links for each of these companies can be initiated for further reading. I wanted to include Saurav Ganguly (we studied in the same college) but he looks like Bombay Dyeing to me - lot of runs (land) but out of form (bad operating business). We could keep <span style="font-weight: normal; font-size: 10pt; color: blue; font-family: Tahoma;"><span style="color: purple;"><font size="2" face="Tahoma">ICICI  Bank</span><o:p></o:p></span>  as a super sub and would replace it with <span style="font-weight: normal; font-size: 10pt; color: blue; font-family: Tahoma;"><span style="color: purple;"><font size="2" face="Tahoma">HDFC Bank</span><o:p></o:p></span>  as and when things pan out.<o:p></o:p></span></h3>
<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;">As always I welcome your </span><span style="font-size: 10pt; color: black; font-family: Tahoma;">comments to this portfolio which has been designed for Mr. Rip Van Winkle who promises to get up from sleep once</span><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;"> </span><span style="font-size: 10pt; color: black; font-family: Tahoma;">every six months.</span><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;"><o:p></o:p></span></h3>
<p style="margin: 0in 0in 0pt 9pt;"><span style="color: black;"><o:p><font size="3" face="Times New Roman"> </o:p></span>


<p style="margin: 0in 0in 0pt 9pt;"><span style="color: black;"><font face="Times New Roman">Regards,<o:p></o:p></span>


<p style="margin: 0in 0in 0pt 9pt;"><span style="color: black;"><o:p><font size="2" face="Times New Roman"> </o:p></span>


<p style="margin: 0in 0in 0pt 9pt;"><span style="color: black;"><o:p><font size="2" face="Times New Roman"> </o:p></span>


<p style="margin: 0in 0in 0pt 9pt;"><span style="color: black;"><font face="Times New Roman">Basant Maheshwari<o:p></o:p></span>


<h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-weight: normal; font-size: 10pt; color: black; font-family: Tahoma;">P.S. I have a vested interest in all the stocks either directly or indirectly. Please read the disclaimer before investing.<o:p></o:p></span></h3></span></span>

Edited by basant - 23/Sep/2011 at 3:56pm
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kulman
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bullet Posted: 29/Sep/2006 at 12:45pm
Basantjee
 
Hats off to you....
Excellent analogy to India's favourite sport/passion--cricket.
 
You mentioned Marc Faber telling you, have you had a chance to meet Dr. Doom in person? Could you please narrate how, when, where?
Life can only be understood backwards—but it must be lived forwards
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bullet Posted: 29/Sep/2006 at 12:48pm
BasantJi,
 
Very very well written.....
Who is the captain...
I think our own Veeru (Pantaloon)....
 
I would also agree with Kulman question...Regarding Mark Faber
You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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bullet Posted: 29/Sep/2006 at 12:52pm
 
Dear Basant,
 
Very good choice of stocks in the portfolio and a really nice comparison with the Indian Cricket Team.
 
Rgds
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basant
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bullet Posted: 29/Sep/2006 at 12:52pm
I talk to him through email.
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bullet Posted: 29/Sep/2006 at 12:54pm
Basantjee, on a lighter note.....
 
The new chairman of selection committee is Mr. Mungerilal and he wants to select his own favourite XI, which is:
MUNGERILAL XI
Ispat, IFCI, HFCL, Silverline, Pentasoft, SRG Infotec, Lloyd Fin, Blue-Chip India, Zigma Soft, Antarctica, Maars Soft
 
What would you say now? Could this Mungerilal XI beat World Champs?
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bullet Posted: 29/Sep/2006 at 12:58pm

Sir, these are your stock picks?

I am glad that you did`nt include Ganguly, because past performance is no surety of future performance(His record) and there is some management problem with him.  Even we were in same school, no not St.Xavier, but CAB Cricket Assc. of Bengal and at that time he was Ranji Team Cap. and I was playing for Bengal U-15 team.
When going gets tough, that’s when tough (people) gets going.
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bullet Posted: 29/Sep/2006 at 1:00pm

DSQ and Silverline have retired but HFCL seems to be making a comeback!Super Sub: T Spiritual.

 
 
 
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