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

Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: Like Lynch,did you buy the stock with the product? Post Reply Post New Topic
Page  of 14 Next >>
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Topic: Like Lynch,did you buy the stock with the product?
    Posted: 19/Jul/2006 at 8:34pm

You would have made tons of money had you bought these companies the first time you bought their products.

Your Normal Activity

Products or services that you used

Companies that could have created wealth for you.

Get up early and brush your teeth

Toothpaste

Colgate

Have a nice cool shave

(Shaving cream and gel

Gillette

Take a bath and shampoo your hair

Soaps and Shampoos

HLL 

Polish your Shoe for office

Cherry Blossom

Reckitt Colman – Now taken over

Have a quick breakfast

Tea, Milk Biscuits

Britannia, Tata Tea, Nestle

Leave for Office in a car or bike

Drove/ rode to Office

Hero Honda, Bajaj Auto, and Maruti

In between make and receive calls from your mobile

Mobile services

Bharti Airtel

On way to your Office you pass through a crowd of people who are smoking near the staircase

Cigarettes

ITC

On the way back you sister calls you to get some news design jeans  for her 

Clothes, food grocery, and other consumer stuff

Pantaloon Retail

Each time you get stuck in a traffic jam you keep looking at your

Watch, Jewelery

Titan

 

You are expecting a business delegation and  you want to book the conference Hall at the Taj

Hospitality Services

Indian Hotels

You do not get the rooms at the Taj and you book the Hotel Leela  Kepinski

Hospitality services

Hotel Leela

And a lot more….

More….

More….

 
 
The point to be noted here is “first time”. Had you bought Colgate after it was being advertised on National TV and half the population of India were brushing their teeth it would not have created significant value for you. Likewise for the other companies.

 

Please post in further ideas on what we can buy today to feel proud of ourselves tomorrow.



Edited by basant - 21/Sep/2006 at 4:08pm
'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
maag
Newbie
Newbie


Joined: 15/Jul/2006
Online Status: Offline
Posts: 13
Quote maag Replybullet Posted: 20/Jul/2006 at 1:02pm
What a wonderful way to think. But I have a nagging worry with this concept. Had I seen yahoo in 2000 and bought it I would have had to sell my home or any of the other internet companies or polaroid in the 70's or Avon. So can we generalise the statement with such sweeping conclusions?
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 21/Jul/2006 at 9:14pm

No. You are missing the point. WHat I said was "the first time you saw it" and not when ever we feel like buying it. true you would have lost a fortune in all internet stocks had you bought it in 1999 or 2000 but had you bought it the first time you saw it probably in 1997 or early 1998 I am sure you would have not done that  badly but made money instead. And these are only guidelines one must always put the regular company analysis tools to work.



Edited by basant - 22/Jul/2006 at 3:02pm
'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
Vivek Sukhani
Senior Member
Senior Member
Avatar

Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
Quote Vivek Sukhani Replybullet Posted: 23/Jul/2006 at 4:11pm
I read Lynch. I have an experience to share.Last yesr, reconstruction work was going on in my house, and the carpenter asked for Adhesive. I went to the shop and bought Kitcol as it was cheaper than fevicol.When I returned the carpenter simply refused to use Kitcol.He simply insisted on fevicol. His brand loyalty impressed me and I bought Pidilite the next day. And I am stilla decent 50 p.c. winner in that stock even during this turbulent period.
IP IP Logged
Muskan
Newbie
Newbie


Joined: 15/Jul/2006
Online Status: Offline
Posts: 5
Quote Muskan Replybullet Posted: 25/Jul/2006 at 8:22am
How could you forget HCL Infosys. The company was the sole distributor for Nokia hand sets in India for so many years and amde huge money for shareholders. Each Nokia hand set that you bought had the HCL Infosys name on the box. I missed it too but then this theory seems to work doesn't it?
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 20/Aug/2006 at 11:54am
 A very strong buy what you see stock is SUn TV. YOu need to be in the southern part of India to see the clout of this channel. CLearly Maran has built a very solid media property which along with its cable business should handsomely reward investors once the new broadcasting regulations are implemented.
 
Reliance Mutual fund picked up a significant stake in this company at Rs 1200 when it got listed.
'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
PKB2000
Senior Member
Senior Member
Avatar

Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
Quote PKB2000 Replybullet Posted: 24/Aug/2006 at 1:33pm

My wife’s Shopping list

 

Well she is well versed in English but a very sincere housewife and sometimes unhappy about my passion for CNBC TV 18 or BBC. And she treats my computer as my first wife and she is the second!

 

Last Sunday she gave me a list to shop from our daily usable

 

 

Our daily life and daily commodities

 

Morning it starts with brushing teeth with Pepsodent- Hindustan Lever.

She takes bath with a new Shampoo of MARICO.

My wife asks to run the VCD preferably Tom and Jerry so that our kids can get up smilingly. CDs are of SAREGAMA

After bath she switch on the Gas burner made by Jyoti Ltd

Tea for me with TATA TEA, and coffee for her TATA COFFEE too.  I find instead of cow milk she prefers to make the TEA with NESTLE milk powder and what I like comparatively (as she told)

She makes breakfast with MAGGIE NOODLES (a staple food for me and my kids (again NESTLE).

I take batch and I like LIFEBOUY again Hindustan Lever

After breakfast we go for Sunday vegetable market

We like our CAR of MARUTI and that too a small MARUTI 800.

Sometime I fill the car with Power petrol from HPCL

My wife prefers to make Palak Mushroom. Asked me whether any company in my stocks makes this (mushroom) or not. I told her may be one company known as AGRO DUTCH is making. But I do not track it. She orders me to track the same.

I start watching TV and the service provider is dishtvindia.com. Though we do not watch much of ZEE channels but I am not sure whether POGO has a tie up with ZEE or not. If so then POGO is mostly viewed channel in my house. Above all the dishtv is fantastic no problem of getting signals. ZEE is good, we tell ourselves.

We plan to visit INOX in evening.

And we have changed all our electrical with CFL lights to restrict electricity. I think those are from Havells India only but I did not tell her because she will ask me not to sell the same at least for two years.

 

 

I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
IP IP Logged
deveshkayal
Senior Member
Senior Member
Avatar

Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
Quote deveshkayal Replybullet Posted: 10/Feb/2007 at 8:55pm
I did buy Shringar Cinemas and do hold till now after visiting their FAME multiplex with so much crowd.I m a regular movie-buff.Whats more they sent 6 coupons of 25% discount on each ticket with their annual report.That was like a dividend of Rs 225.
"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
IP IP Logged
Page  of 14 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 0.078 seconds.
Bookmark this Page