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Message Icon Topic: Who wants to be a Mungerilal? Post Reply Post New Topic
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omshivaya
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Quote omshivaya Replybullet Posted: 12/Nov/2006 at 8:20pm

Hey I know: Your majority of the work must have been done behind the scenes. The listening was just a formality, but would really like to know what kind of inputs did you get from the "fundamental" guys, on any stock specifically. Some "insider" stuff on any stock maybe hehe

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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reetesh
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Quote reetesh Replybullet Posted: 12/Nov/2006 at 8:22pm
Even I met Udyan along with Mithali at Bangalore airport on 11 OCt. the day INFY declared its result, at the of the day they were leaving for Bombay. On that day only I met my favourtie(CNBC) host Menika Dosi.
When going gets tough, that’s when tough (people) gets going.
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Quote basant Replybullet Posted: 12/Nov/2006 at 8:25pm
Originally posted by basant

The mungerilals had made our STock Editor's life miserable so much that he had to come on stage and say "please do not tell these analysts that so and so stock fell from so and so place because in a market everyone can be wrong".
Some questions that I heard and smiled (since I remembered Kulmanji ) were:
 
1) Aap kuch kam daam ka share batayiye to PN Vijay when he said buy Voltas.
2) Sir yeh sab toh theek hai ab Monday ke liye kya kare koi tip - to Rajan Shah of ANgel broking.
3) I saw some people discussing the Delhi road and infrastructure with PN Vijay. I thought that this was a lousy way to waste a wonderful opportunity either they want to day trade or they get so macro that they want to discuss Delhi roads.
 
I had written in short what i found there and also that Network 18 would not be a pure holding company but have some businesses which would include Home shopping channel  etc. 
 
 
'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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Quote omshivaya Replybullet Posted: 12/Nov/2006 at 8:27pm
Who is this Doshi?
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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Quote basant Replybullet Posted: 12/Nov/2006 at 8:29pm
Originally posted by omshivaya

Hey I know: Your majority of the work must have been done behind the scenes. The listening was just a formality, but would really like to know what kind of inputs did you get from the "fundamental" guys, on any stock specifically. Some "insider" stuff on any stock maybe hehe

 
P.N.Vijay was very bullish on Pantaloon Retail I could not talk more since the crowd started pushing around and Vijay sneaked away saying that "I would be back soon (not sure if it was for that day or the next investor camp!!!)"
'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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Quote omshivaya Replybullet Posted: 12/Nov/2006 at 8:30pm
Thanks. Pn Vijay jee kalti de gaye
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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reetesh
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Quote reetesh Replybullet Posted: 12/Nov/2006 at 8:36pm
 She is Maneka Doshi. But, here picture is not that good. She is my CNBC favourite.
When going gets tough, that’s when tough (people) gets going.
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reetesh
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Quote reetesh Replybullet Posted: 12/Nov/2006 at 8:40pm
You know, never trust a Photo (Still and moving both). To know how the person looks.
 
JOKE:
 
So, OM never get married watching some one`s picture. Must cross check. This is one expreience that I had watching these guys on TV for so many months and watching and meeting them face to face.
When going gets tough, that’s when tough (people) gets going.
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