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Message Icon Topic: Transcripts for TED Meet 4 – MumbaiPune Chapter Post Reply Post New Topic
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DeePeebee
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Quote DeePeebee Replybullet Posted: 18/Aug/2010 at 6:52pm
Well, I missed the bus here. I planned to attend the meet but unfortunately I couldn't. I'll positively looking forward for a next meet in Mumbai/Pune. Hope we can have one at the earliest.
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Ravenrage
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Quote Ravenrage Replybullet Posted: 18/Aug/2010 at 7:06pm
Basant ji , what about one in Kolkata ?
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Quote gurusprasad Replybullet Posted: 18/Aug/2010 at 7:07pm
Great work Shadofax!
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Quote Ganesh70 Replybullet Posted: 18/Aug/2010 at 7:12pm
Every word has lot of meaning & depth.

Even the known & the routine like the one on balancing job & personal life carries lot of weight.

IMO, every one should read some of the popular threads of TED before, to digest the gyan in this post.

Thanks Shadofax for your efforts.
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nannu_68
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Quote nannu_68 Replybullet Posted: 18/Aug/2010 at 7:42pm
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basant
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Quote basant Replybullet Posted: 18/Aug/2010 at 7:55pm
Originally posted by Ravenrage

Basant ji , what about one in Kolkata ?


Anytime four is quorum I can arrange for threeBig%20smile.

'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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omshivaya
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Quote omshivaya Replybullet Posted: 18/Aug/2010 at 8:01pm
Great work sir for posting everything so well on TED. And Basant jee, gret work as usual. I have actually taken up a job nowadays and hence not able to post much on TED(really miss our talks). I am however keeping myself updated from time to time on TED of course. Miss all the regular and loyal TEDdies. Good work again everyone, keep it up!!
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
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basant
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Quote basant Replybullet Posted: 18/Aug/2010 at 8:11pm
Originally posted by abhishekbasu


If I bet on the infra and the cyclical sector I would need 40%- 45% CAGR othersise I am not interested"


Basant, could you elaborate on this? How would you estimate the CAGR?


I was talking about expectations here. Ultimately CAGR is a function of earnings growth and PE re(de) rating and arises out of our old and favorite TED Tool RoE (1- payout ratio) which we discussed a lot at the meet.
 
Originally posted by tigershark

shadofax-thanks this is excellent, basant-this makes great reading!for all tedys old and new this is a must.


Even I enjoyed reading thisSmile.

'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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