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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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   Posted: 19/Jul/2007 at 12:59pm |
Originally posted by vip1
Kela said people will come into the market like bananas!!!
Basant " Bhed chaal to suna tha " par Kela Ke pische Kele ? |
Saare ke saare bhed kela ke chilke pe phislenge
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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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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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Posted: 19/Jul/2007 at 1:11pm |
BasantJi...........Brilliantly written, and all the points are well articulated and discussed.
I think that this article could have been easily titled "Smart Money vs Over Smart Money".
Unfortunately in Pharma sector, the reverse happened, no one made good money, where the "Smart Money" bet on Ranbaxy, DRL, Cipla! while the over smart bet on "Dr Morepen" and "Ankur Drugs". The stocks which made money was where no one bet....Divi's and Company!
I would request you to make this thread on the "Preffered threads" below the RJ Portfolio and TED Performance for the next few days!
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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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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 19/Jul/2007 at 9:42pm |
Excellent article Basant jee, congratulations!. It is a discourse on identifying businesses.
Haven't seen any of the expert analysts educating investors in such simpler ways. In fact they try to make it complicated to ensure their job security.
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Life can only be understood backwards—but it must be lived forwards
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ndzapak
Senior Member
Joined: 13/May/2007
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Posts: 229
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Posted: 19/Jul/2007 at 10:41pm |
Excellent Article-Congratulations Basantjee and thank you for
posting this article on the forum.
Identifying structural change in the economy and identfying the leaders
delivering that structural change is the only way to create long term wealth.
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the Equitydesk is the best
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 19/Jul/2007 at 10:50pm |
Fabulously written Basantji !!!
There was no word on Education.It could be big. Corporate Governance issue remains with Educomp but still it has delivered excellent returns...NIIT and Aptech are other good players in this space...
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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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vivekkumar_in
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
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Posted: 19/Jul/2007 at 11:02pm |
Excellant write up Basantji ! Simple Logical message Strongly delivered with a perspective..Which almost every expert who comes on the Television lacks ... I believe you could do so much justice if you appear on CNBC TV18 as No-nonsense-Analyst ... Soon you would be sharing table with Udayan ... 
Edited by vivekkumar_in - 19/Jul/2007 at 11:04pm
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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Posted: 19/Jul/2007 at 11:07pm |
Vivek..........You dont know. He has already been on CNBC, NDTV and Company!
Have you NOT visited.....http://www.yoursignaturespeaks.com/
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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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mragarwal
Groupie
Joined: 08/Jun/2007
Location: India
Online Status: Offline
Posts: 54
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Posted: 19/Jul/2007 at 12:53pm |
Great Article Basant Jee. And THANKS for promoting me to a Groupie. :) .. just noticed it today.
Its an honor for me to be a part of this forum where you and other great value investors share your time and wisdom with us.
If you or anyone from here is in Delhi, please let me know.. will be great to meet/chatup/ or be the host.
Regards
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