The Equity Desk - Report Card Match 2007
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Identifying Multibaggers
Forum Discription: Discuss specific attributes that investors could look at while choosing multibaggers. Also point out certain factors that investors tend to overlook while finding multibaggers.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=833
Printed Date: 17/Apr/2024 at 7:08am
Topic: The Equity Desk - Report Card Match 2007
Posted By: basant
Subject: The Equity Desk - Report Card Match 2007
Date Posted: 01/Apr/2007 at 1:15am
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Hello, March 2007 was another of those high flying quarters with extraordinary performance from most of the stocks members discuss on this forum. Particularly piquant was the performance of the http://www.theequitydesk.com/forum/forum_posts.asp?TID=429 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=221 - flourished. For a discussion on our Cricket XI you would need to http://www.theequitydesk.com/forum/forum_posts.asp?TID=429 - The real test would start from this quarter. Rising interest rates will create panic in the markets but over the past few years I have learnt that we as investors have almost little chance to fight rising interest rates by timing the markets. I am personally invested 100% because taking that interest rate call is difficult. So what is the solution? The solution is not to be invested in sectors that are interest rate sensitive. Now we can argue whether http://www.theequitydesk.com/forum/forum_posts.asp?TID=277 - The Cricket XI continues to do extraordinarily well except for two stocks which should recover well with time.
Stocks in Red are part of the http://www.theequitydesk.com/forum/forum_posts.asp?TID=429 - The cost of purchase in http://www.theequitydesk.com/forum/forum_posts.asp?TID=29 - and http://www.theequitydesk.com/forum/forum_posts.asp?TID=270&PN=1 - has been divided on the basis of the shares made available to shareholders on demerger. http://www.theequitydesk.com/forum/forum_posts.asp?TID=577 - - has been allocated an equal cost since the demerger ratio was 1:1.http://www.theequitydesk.com/forum/forum_posts.asp?TID=143 - was a bad investment decision and is hence being removed whereas for http://www.theequitydesk.com/forum/forum_posts.asp?TID=140 - a http://www.theequitydesk.com/forum/forum_posts.asp?TID=486 - we had decided to exit at around Rs 175 levels. The coming quarter will test the character of the investor more then his skills and it is the former which is in short supply within us. For this we remain obliged to Kulmanji for helping us understand the master by making continuous posts to the http://www.theequitydesk.com/forum/forum_posts.asp?TID=215 - Warren Buffet School of Investing . It is another thing not to sell in panic but entirely extraordinary not to panic and after reading those posts each day in the morning I think I have graduated from the earlier level (of not selling in panic) to the higher level of not panicking- thanks again to Kulmanji.
Regards, Basant ------------- '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 |
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Replies:
Posted By: xbox
Date Posted: 01/Apr/2007 at 7:37am
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It is another thing not to sell in panic but entirely extraordinary not to panic
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Very relevant quotation. It is time to separate boys from men. Basant jee, congratulations for excellent q4 results. We are first to publish q4 and y'06-'07 results.
 Loss and gains are part of game but journey is quite important for serious investors. I thank you many times to make this journey smooth, enjoyable and comfortable for all of us. Many times, TED has helped me to make or not-to-make certain decisions.Wish many more fruitful years, quarters to all of TEDs.  ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: Mr. V
Date Posted: 01/Apr/2007 at 7:59am
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Congratulations to all the members of TED.
More than the actual performance of the portfolio which no doubt is important, I feel the real gain of TED members is the learning. I have been part of this forum for 1 month and already I have learned and enjoyed so much. Like Vipul said its the journey that is important. I can't wait for the annual reports to come out followed by the analysis by the TED members. Once again kudos to everyone. |
Posted By: kulman
Date Posted: 01/Apr/2007 at 8:17am
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I must confess that TED has helped me immensly to develop kind of 'emotional detachment'. Of course it (my approach) needs continuous improvement & it is a long way to go. I'm fortunate enough to have found this wonderful forum exactly 6 months ago. Sometimes I wonder had it not been for TED, how I would have reacted in Dec'06 or Feb'07 or even now. As said earlier I've stopped losing money.
I may not be owning major stocks from TED-XI or I might have underperformed indices; but does it really matter? TED has helped me in becoming a better human being emotionally. And in the process my friends' circle of competence has widened!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Mr. V
Date Posted: 01/Apr/2007 at 8:54am
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"And in the process my friends' circle of competence has widened!"
---------------------------------------------------------------- Totally True... I also realise that I have become a groupie....good growth 
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Posted By: tigershark
Date Posted: 01/Apr/2007 at 9:18am
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i have met some truly amazing poeple here without physically meeting them! ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: vip1
Date Posted: 01/Apr/2007 at 10:08am
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The coming quarter will test the character of the investor more then his skills and it is the former which is in short supply within us.
The greatest part of being at TED is the CONVICTION one has gained , the storms easily wither away.
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Posted By: deveshkayal
Date Posted: 01/Apr/2007 at 10:21am
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Basantji, PVR has not been included in the list... ------------- "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 |
Posted By: basant
Date Posted: 01/Apr/2007 at 10:58am
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Thanks you so much for all those kind words. We are all learning and as someone said we can only be students of this business never a master. But if that learning happens amidst all the fun nothing like it and it is the way in which we share thoughts and experiences which makes TED so difficult to stay away from.
As Kulmaji mentioned thebest way to make money is not to lose it and if that hole within us can be blocked then a major part of the problem has been addressed.
Devesh, I forgot PVR and now I have included it funny I did not forget Tv18 or Indiabulls
 ------------- '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 |
Posted By: BubbleVision
Date Posted: 01/Apr/2007 at 11:32am
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I would once again congratulate the TED on such fantastic numbers which it churns out quarter after quarter. BasantJi...Congratulations.
About the member quality of the TED, I can only say it is excellent as they represent the various industry's and there can be no better explanation than the one which the user gives out.
We all have learnt a great deal from Warren Buffet, which has been such a success due to the tireless effort of Mr Kulman. The most important part of learning for me was the right attitude and the rational approach which he teaches. As they say "In the market Discipline is everything".
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The coming quarter will test the character of the investor more then his skills and it is the former which is in short supply within us.
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Excellent!!! As ED says....
Losing a position is aggravating, whereas losing your nerve (Character) is devastating.
Ed Seykota Three cheers to the Team TED!!! ------------- 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! |
Posted By: Mohan
Date Posted: 01/Apr/2007 at 11:46am
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Congratulations to all Teddies,
A Special acknowledgement to Basantji, DR Kulman and OMji
Basantji for his clarity of thought and approach and Dr Kulman for his fresh perspective on life in general and LALS in particular
and OMji for his spiritual perspectiveI am a ex member from the LALs pariwar and wish to thank each and everyone individually for sharing their thoughts and ideas.
Thanks once again.
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Posted By: hkumar
Date Posted: 02/Apr/2007 at 5:34pm
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Basant Ji First of all, congratulations for the excellent results. I request to you insert an additional column for quarter over quarter performance in addition to comparing it with the recommended price. That shall highlight how the scrips performed in the last quarter and it is relevant even if we have 10 years vision. As relevant as we have the concept of reporting quarterly report card.
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Posted By: basant
Date Posted: 02/Apr/2007 at 6:19pm
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Thank you. Shall try to get that suggestion going but we can always look at the 2006 Dec report card to compare!!! ------------- '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 |
Posted By: omshivaya
Date Posted: 02/Apr/2007 at 9:39pm
Thanks Mohan ji, appreciate it. I haven't been active for the last few days on TED, since I want to be in the "reading mode" currently and am thus absorbing all the great posts by every TEDDY. Keep it going everyone. Cheers!  ------------- 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 |
Posted By: vivekkumar_in
Date Posted: 02/Apr/2007 at 12:58pm
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Basantji, As the markets are falling in the hindsight of the interest hikes....Lets say we don't want to catch the falling knife.. But while the dust settles for a while... which of the TED picks are most attractive with this fall ? We know you are 100 % invested. But say you have some 5% additional cash come in for investing - which one would you want to buy - TV18, Net18, Pantaloon Retail - At what range would they become attractive to you to buy ? ------------- 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 |
Posted By: basant
Date Posted: 02/Apr/2007 at 10:18am
| Between the three http://www.theequitydesk.com/forum/forum_posts.asp?TID=270&PN=1 - - TV 18 with 50% earnings of http://www.theequitydesk.com/forum/forum_posts.asp?TID=29 - |
Posted By: vip1
Date Posted: 02/Apr/2007 at 10:39am
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Basant,
That way would it not be wise to convert TV18 to NW 18 , if one has the capacity to wait it out . Also by when do you think NW18 will show its true value ?
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Posted By: basant
Date Posted: 02/Apr/2007 at 10:43am
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"When" is the question but I am not converting - though logically it does seem reasonable to convert. Still I have a decent exposure in NW18 though Tv18 is skewed higher in my portfolio. ------------- '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 |
Posted By: vip1
Date Posted: 02/Apr/2007 at 10:49am
| though logically it does seem reasonable to convert Does it follow the same thing you said yesterday Conviction v/s ------- ? |
Posted By: kanagala
Date Posted: 02/Apr/2007 at 11:36am
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Hi Basant Sir, Thanks for sending me the report. For fresh exposure, which one do you think the better one? Still, trying to understand the valuations of NW 18. What is the complete name for Network 18 (Network 18 Fincap Limited). Name looks slightly misleading. Sorry for asking the basic questions. |
Posted By: basant
Date Posted: 02/Apr/2007 at 11:41am
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though logically it does seem reasonable to convert
Does it follow the same thing you said yesterday Conviction v/s ------- ?
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Yes, it does but in my case I do not want to be concentrated into one compoany as it is I hold a few so that is also playing on the mind.
Yes it has that name only. ------------- '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 |
Posted By: chic_1978
Date Posted: 02/Apr/2007 at 11:56am
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Congratulations Basantjee for excellent performance.
Bur I feel there are lot of TED's invested in underperforming scripts from your list like Adlabs. PVR, WWIL, Suzlon....
I feel alongwith the report card we should also need an updation on these underperforming scripts from your end. it gives a mental boost to investors, as well as frest outlook to the scripts... ------------- happy & wise investing |
Posted By: basant
Date Posted: 03/Apr/2007 at 12:08pm
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Yes, I can understand that there have been underperformers and we need to update the stocks but generally these were 1-2 year investments except for WWIL which could be slightly longer in nature but all of these companies should create retrn for investors. ------------- '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 |
Posted By: Mohan
Date Posted: 03/Apr/2007 at 12:21pm
Posted By: vivekkumar_in Date Posted: 03/Apr/2007 at 9:48pm
Posted By: basant Date Posted: 03/Apr/2007 at 9:51pm
Posted By: kanagala Date Posted: 03/Apr/2007 at 10:03pm
Posted By: basant Date Posted: 03/Apr/2007 at 10:08pm
Posted By: kulman Date Posted: 03/Apr/2007 at 12:53pm
Posted By: vivekkumar_in Date Posted: 03/Apr/2007 at 2:54am
Posted By: basant Date Posted: 03/Apr/2007 at 10:09am
Posted By: chic_1978 Date Posted: 04/Apr/2007 at 12:46pm
Posted By: India_Bull Date Posted: 07/Apr/2007 at 6:30pm
Posted By: basant Date Posted: 07/Apr/2007 at 7:23pm
Posted By: Rinku Date Posted: 07/Apr/2007 at 8:15pm
Posted By: basant Date Posted: 07/Apr/2007 at 8:37pm
Posted By: Rinku Date Posted: 07/Apr/2007 at 8:42pm
Posted By: deveshkayal Date Posted: 07/Apr/2007 at 10:49pm
Posted By: xbox Date Posted: 29/Jun/2007 at 3:02pm
Posted By: tyler_durden Date Posted: 29/Jun/2007 at 3:44pm
Posted By: tyler_durden Date Posted: 29/Jun/2007 at 3:45pm
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