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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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   Topic: The Equity Desk - Report Card June 2007
Posted: 01/Jul/2007 at 7:54pm |
Hello,
The June 2007 quarter was another one of those blockbuster sessions that TED (TheEquityDesk) is known for. Some of the ideas which we had identified very early like Educomp really took off. The Equity Desk XI did far better and for the six month period and beat all Indian Mutual funds.The EquityDesk XI also witnessed some changes with the following replacements:
2) Titan replaces Educomp inTheEquityDesk XI
3) Network18replacesTrent inTheEquityDesk XI
June 2007 also marked the completion of one year and the performance of the stocks on this forum has been extraordinary. The trick has been to identify opportunities in areas which do not need too much estimation and which are less dependent on external factors and more a product of how the businesses are managed. So while we missed and were wrong on not having discussed TISCO at Rs 450 we more then made up the opportunity lost by initiating discussion on a number of stocks that have been multibaggers in the short span of 12 months. The table below lists the stocks in the realm of serious discussion at TheEquityDesk.
The simple average returns of the stocks in this report card has been a stupendous 78%. This has been a result of the collective wisdom of all the mebers at the site.
Regards,
Basant
Edited by basant - 30/Sep/2007 at 1:04am
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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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go4lalit
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Joined: 27/Aug/2006
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Posts: 135
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Posted: 01/Jul/2007 at 8:22pm |
Good Job!!
I am lucky to be invested in the top performing TED stocks and all the credit goes to TED.
Just one thing, I would like to see Northgate also in the list.
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nikhil090
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Joined: 06/Nov/2006
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Posted: 01/Jul/2007 at 11:18pm |
basantjee,
Any specific reason why you are not comfortable with Infoedge? Is it the valuations or anything else?
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basant
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Posted: 01/Jul/2007 at 11:40pm |
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Never said I am not comfortable but Infoedge is a one site property and while this is a dominant website the rsks are far too high if say tomorrow naukri.com loses its number 1 status. There is no way to know who is number 1 but certainly Infoedge is a great franchise just that sinle property sites makes one uncomfortable at Rs 2200 crores.Not to suggest that it should not be bought but that one cannot have it in good quantity. Smartcat can pitch in here since he is the master of the net!
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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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nikhil090
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Joined: 06/Nov/2006
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Posted: 01/Jul/2007 at 11:48pm |
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Thanks for the views.. Appreciate it.
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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
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Posts: 1855
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Posted: 01/Jul/2007 at 10:08am |
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Be fearful when others are greedy and be greedy when others are fearful.
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 01/Jul/2007 at 10:46am |
Just one thing, I would like to see Northgate also in the list.
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If Northgate is included,it would be in the top TEN of this report card !!
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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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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
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Posts: 3142
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Posted: 02/Jul/2007 at 2:13pm |
As usual, once again solid report card! HopeFully all the TED's are fully participating. Atleast one is NOT, I know that! ;)
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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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