Infosys- A 3000 bagger.How we missed it?

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Identifying Multibaggers
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Topic: Infosys- A 3000 bagger.How we missed it?

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Circuit
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Joined: 14/Jun/2008
Location: India
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Posts: 930

Posted: 06/Sep/2010 at 9:46pm

Not a single share sold till date.

My father had knack of identifying good managements; I remember of him telling me "Avoid Cheap Companies". I never understood the meaning of "cheap" then. I also know many experts were thinking that Infy was "very expensive" IPO

Originally posted by yogishkamath

It's a 1200 bagger...... So, he must have sold some.

How did he learn about the company in 93 ?

When did he sell a part of it and why ? And why did he decide not to exit it when he sold a part of it ?

I would be grateful if you could provide us these insights.....

Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota

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adityancs
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Joined: 04/Sep/2008
Location: India
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Posts: 188

Posted: 06/Sep/2010 at 10:25am

Originally posted by Circuit

Not a single share sold till date.

My father had knack of identifying good managements; I remember of him telling me "Avoid Cheap Companies". I never understood the meaning of "cheap" then. I also know many experts were thinking that Infy was "very expensive" IPO

Yes. Good Management has already been stressed by Mr. Basant Maheshwari.

You may kindly reveal the criteria to findout good management when the company is very young especially in case of First generation promotors (Mr. Narayan Murthy has failed in his earlier businesses)...

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surfingminds
Groupie
Groupie

Joined: 07/Apr/2009
Location: India
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Posts: 60

Posted: 22/Sep/2010 at 2:41pm

I have some interesting fact on Karuturi Global based on which I have invested and atleast become 10 bagger in 5 years time following important points be noted :

1. As 90st IT emerged as a new sector, Though Farming is not new but Reforming to feed the global food demand

2. Indian cost saving advantage helped IT to be profitable

African cheap land and resources should help farming to be profitable

3. I saw very interested interviews of Mr. karuturi the man behind but m not sure and would like to know more about his management of passion into agro as the vision he set for the company is very optimestic

Agro is not like IT that demand will exponentially rize in a period of chaning time but its more sustainable long term, Also regulations and politics would effect more than any thing else

So I don't expect it to 1000 bagger but atleast 10 bagger in 5 years time

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manish_okhade
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Joined: 20/Oct/2008
Location: India
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Posts: 1997

Posted: 23/Oct/2010 at 11:14am

INFY as example is really worth pondering. Now all these are hindsight, lets focus on identifying the new INFY.

I think its not always possible to have a sector like outsourcing in all times which offers the potential to make a company to become a billion dollar in a decade or more. At lease i am unable to think of any sector/company in present time which has the potential to mimc the INFY, If other TEDs feel so then lets share. Few possibilities though may not be like IT but they looks scalable;

1) Retail - Panetration is still less in terms of whole nations for Pentaloon

Food Bazaar. Same for Titan.

2) Insurance - Its altogather a new area in India after LIC for pvt players

3) Brokerage - Still % of indians in the stocks as retail looks very low

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nav_1996
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Joined: 08/Sep/2006
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Posts: 803

Posted: 24/Oct/2010 at 12:27pm

I would bet Max India.

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LearningToFly
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Joined: 22/Feb/2010
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Posts: 490

Posted: 24/Oct/2010 at 3:41pm

What are the other companies in insurance sector

Originally posted by nav_1996

I would bet Max India.

Success... at all cost.

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ravi
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Joined: 26/Nov/2007
Location: India
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Posts: 100

Posted: 24/Oct/2010 at 7:17pm

Clearly a sector like brokerage looks promising. We have a miniscule percentage of people investing in the market. Clearly if the participants increase higher levels of Sensex and big bubbles like 2019 are always welcome to people who get off the train.For the past 30 years, the Sensex has had a history of moving in multiples of around six every 10 years. Starting 1978, the index went from from 100 to 600 in 1988-89; it then rose to 3600 in 1997-98. In 2008, it touched a high of 21200. If that trend holds true till 2018, the Sensex could very well go beyond 127000.

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nikhilmoryani
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Joined: 27/Aug/2009
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Posts: 19

Posted: 25/Apr/2011 at 3:00pm

Is there any Infy that we are overlooking today?

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