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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903
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   Posted: 17/Mar/2007 at 9:53pm |
Originally posted by SANDEEP
It is confirmed that Deepak Narayanan is not the author.
See his reply below to my email.
On 3/17/07, Deepak Narayanan <[email protected]> wrote:
sandeep - this came from a friend of mine, not sure of the origin. rgds |
Sandy (As u wud like us 2 call ).....Thanks for correcting me...In that mail,it was like this.."Deepak Narayanan wrote"...so thats why i posted it here...
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"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
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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
Online Status: Offline
Posts: 1855
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Posted: 17/Mar/2007 at 5:44am |
Originally posted by kulman
He seems to think that god has given these qualities to him only.
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I agree with BubbleVision.
AD wants to show he's different always.
By the way, their tagline is: Experience, Consistency, Credibility! Their performance track record implies they forgot to add prefix 'IN' !!
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Ajit Dayal has been a like this since the early 1990's.( consistent )
He is definitely experienced as he has seen the ups and downs of the market, consistent as he is disciplined on his views on value and margin of safety, Credible as his opinion is valued by enough people to give him the apparent arrogance that people feel he has.
He has never marketed himself on out-performingthe market as his attitude is basically defensive. "Better Safe than sorry "
ww.Equitymaster.com and Quantum research is owned and run by him.
Edited by Mohan - 17/Mar/2007 at 5:49am
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Be fearful when others are greedy and be greedy when others are fearful.
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
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Posts: 2296
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Posted: 17/Mar/2007 at 7:00am |
Ajit Dayals firm equitymaster.com keeps on sending me emails regularly to subscribe for their specialised service of stock recommendation (Don't know from where they got my email id ..) which charges say 2k-4k per annum for recommendations for midcap and other premium services.
I get to know their recommendations free of charge through internet .(May be he is not aware of that !!!  )
Anyways some of his recommendatiosn are Ballarpur industries ,Tata chemicals,Berger paints (I think they have underperfomed markets over the years and think they will for the years to come !!!)
By the way he is a good talker and talks sensible whenever I heard him .... though there is no direct corelationship between knowledge and performance !!!)
Edited by SANDEEP - 17/Mar/2007 at 7:29am
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India_Bull forever Bull !
www.kapilcomedynights.com
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
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Posts: 2296
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Posted: 17/Mar/2007 at 7:33am |
Basantjee, Pls move this post at appropriate place if required.
Just saw movie Gaphala ,Harshad M is portrayed as Hero and victimised (as expected )
Any comments ?
No wonder we will have movies on RJ in future as well..
Edited by SANDEEP - 17/Mar/2007 at 7:34am
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India_Bull forever Bull !
www.kapilcomedynights.com
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Student
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Joined: 01/Mar/2007
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Posts: 12
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Posted: 18/Mar/2007 at 12:05pm |
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I think people have gone overboard in critisizing
Ajit Dayal. Quantum Long Term Equity fund is a novel
concept introduced by him in the mutual fund industry.
If he is marketing his fund on the forum available on
CNBC-TV 18 I think it is good for the unit holders. It
means that his fund will spend less on the marketing.
Secondly regarding performance, no fund manager has
consistenly beaten the markets in the long-term. It
is easy to get carried away by your last three years
performance in the stock markets, but before putting
our opinion we must realize that these people have
been in the markets for long and have seen many booms
and bust.
I think lately forum has gone overboard by demeaning experts like RJ, Ramesh Damani etc. Even RJ's portfolio has not performed in the last 1 year,but that does not take away his genuis.Ironical that we critisize this experts but are very eager to hear their opinion on CNBC and "mangalwar" chats.
I understand now why taking about value is so unfashionable, infact it is always correct to say
that we buy when "value emerges" rather than talking about price.It is always about "value" and not about
"price".
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monu_duggad
Senior Member
Joined: 07/Sep/2006
Location: India
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Posts: 289
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Posted: 18/Mar/2007 at 6:33pm |
Student
No one is criticising him for his competence...no one is criticizing cos he talks insensbily....neither is anyone criticizing him cos one doesnt like his face...
I criticised/commented on him because i feel he cant complete a sentence without talking about Quantum Long Term Equity Fund....when someone asks you regarding inflation/rbi policy....why do u need to talk abt Quantum long term fund.....it looks cheap for the man of his stature....ek "bajaru aadmi" ki tarah lagta hain wo jab har baat par Quantum long term equity fund ki kahani start kar deta hain
Having seen the booms and busts in stock market doesnt make him or for that matter anyone else criticism-proof.....if that be the criteria,all we will end up doing is ...Worship those who have spent long time in markets without commenting on there folies....
No one is ridiculing him cos he talks about "value"....but whats irritating is...he gives the impression he is the sole flagbearer of "value" and everyone else is a fool in this market...
And whats wrong in taking a dig at analysts at times....it cools the nerves plus makes the environment light....
Would you stop criticising Virendra Sehwag as he has spent long time in cricket and has seen best and worst times.....
Relax..no offense meant....enjoy d weekend !!!
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If you think you can,You Can
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
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Posts: 3142
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Posted: 18/Mar/2007 at 6:42pm |
Would you stop criticising Virendra Sehwag as he has spent long time in cricket and has seen best and worst times.....
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Interesting point!
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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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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
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Posts: 2296
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Posted: 18/Mar/2007 at 6:49pm |
I agree with Monujee,
RJ ,RD ,Ajit Dayal are wizards of the market and there is no doubt in my mind about the competancy and the level at which they have reached is beyond imagination for small investors like me..
Does it mean that they are Gods and their every action needs to be appreciated ? WB would not come to any channel and recommend any stock . People follow his actions and what he is doing .
In this case these guys have to propogate or promote their stocks at every avialble opportunities and that is the point where the importance of these people is diminishing (They recently feel the need for support to their ideas) and retail investors are the targets..
I find RJ most adamant to give his recommendations and I have highest regards for his philosophy amongst the lot.
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India_Bull forever Bull !
www.kapilcomedynights.com
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