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monu_duggad
Senior Member
Joined: 07/Sep/2006
Location: India
Online Status: Offline
Posts: 289
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   Posted: 18/Mar/2007 at 12:27pm |
Studentji
First
Can you enlist 3 unique things about the reverred "Quantum long term Eqity fund" which are not present in other funds....as you said its a novel concept ...so must be having something new in it which i/(may be other forum members) would like to learn/know and who knows,benefit by investing in it ....
Second
If you "truly" believe that Mr Dayal is using CNBC as a medium to publicise his fund and therefore reduce his marketing expenses...i think its a mind-blowing idea....still i have my doubts if any fund manager will reduce expenses by going on channel...cos i am not sure how many mutual funds follow this concept ... havent heard about this before...but if its true...then other fundhouses should replicate this...cos its a " table-thumping"  idea whose time has come...
Edited by monu_duggad - 18/Mar/2007 at 12:42pm
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If you think you can,You Can
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
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Posted: 18/Mar/2007 at 12:35pm |
Monujee,
You are rocking !!! 
Just read your terrrific posts on some other forum as well (in which I am just a observer and not active)
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India_Bull forever Bull !
www.kapilcomedynights.com
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monu_duggad
Senior Member
Joined: 07/Sep/2006
Location: India
Online Status: Offline
Posts: 289
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Posted: 18/Mar/2007 at 12:56pm |
Sandeepji....which forum.....PM kar dena...
or
Orkut ?...
...aur bhai maine kya rock kiya..main to bas jo man me aya likh deta hoo....u talking about any particular post ?
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If you think you can,You Can
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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
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Posted: 18/Mar/2007 at 9:33am |
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VALUE and GROWTH are 2 sides of the same coin.so if praj grows at 40% per annum for the next 4 yrs then pl do the math and see how much value is there, hence a PRICE IS BEING FORMED.INFY BECAME 100000 BECAUSE THE MKT SAW GROWTH poeple who bought it at 300 levels saw tremendous value and held on as growth emerged i suppose this clears alot of doubts bout the above discussion.reg ajit dayal studentji, dont you feel he could have done the whole interview without uttering quantum fund even once my opinion he was selling it
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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Posted: 18/Mar/2007 at 9:39am |
Some guys seems to have never read this line:
“Win or lose, everybody gets what they want from the market. Some people like to lose, so they win by losing money.” -- ED SEYKOTA
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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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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 18/Mar/2007 at 10:21am |
Originally posted by tigershark
VALUE and GROWTH are 2 sides of the same coin.so if praj grows at 40% per annum for the next 4 yrs then pl do the math and see how much value is there, hence a PRICE IS BEING FORMED.INFY BECAME 100000 BECAUSE THE MKT SAW GROWTH poeple who bought it at 300 levels saw tremendous value and held on as growth emerged i suppose this clears alot of doubts bout the above discussion.reg ajit dayal studentji, dont you feel he could have done the whole interview without uttering quantum fund even once my opinion he was selling it |
That was very well explained. The bottomline is to look fo either cheap stocks or stocks that are supposed to become cheap (by their growth rates)!
We discussed the Value argument here!
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'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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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
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Posted: 19/Mar/2007 at 2:24pm |
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btw ajit dayal of quantum has got into HDFC BANKand for omji he has also got TCS
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 19/Mar/2007 at 2:32pm |
Oh! Quite a discussion I missed y'day!
Let me again disclose that I have nothing repeat nothing against any persons being criticised here. It is sometimes their hidden motive or the actual reality v/s big talk which agonises me.
e.g. .....
- Buying junk at lower levels at say x, recommending to gullible chatters to buy at 2x or 3x saying it is 'turnaround', 'hidden gem' & actually offloading it!
- The major holdings of that QLTEMF are really pathetic.
Charlie Munger once said: “When they’re talking, they’re lying, and when they’re quiet, they’re stealing”
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Life can only be understood backwards—but it must be lived forwards
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