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Identifying Multibaggers
The Equity Desk Forum :Market Strategies :Identifying Multibaggers

Topic: First Generation entrepreneurs and Multibaggers

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Author	Message
basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 29/Aug/2006 at 10:33pm
	You have raised a good point. If @ 26% we can make a 10 bagger in 10 years it becomes a 1000 bagger in 30 years. That means an investment of Rs 10 lacs could become Rs 100 crores in 30 years. Now try telling someone about a stock at Rs 100 with a suggestion that it could go to Rs 126 the next year and you will get a sample of how greedy (ignorant) we are about investing.People want to double their moneyy in 3 months here.
	'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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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 07/Sep/2006 at 7:53pm
	Financial Technologies and Pantaloon Retail are the biggest examples of first generation promoters whom no one took seriuiously and which went up some 20 - 30 times. Once the stocks went up that much the business magazines initiated focus on the icons of the new India that says "I can think".
	'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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prosperity Senior Member Joined: 01/Sep/2006 Location: India Online Status: Offline Posts: 546	Posted: 07/Sep/2006 at 10:11pm
	I liked this topic very much - specially Mr. Basant's first post of this topic ... Frankly speaking, i never thought about this - that bigcaps would never list their shares .. and give adv. to public ... That how i lost on reliance communications... and how i will loose on reliance retail.... But somehow i am not convinced on Pantaloon either... coz. Mr. Basant himself told that TV18 which has very less revenues as compared to Pantaloons as very high profits and profit margins as compared to Pantaloons... Retail needs lots of money (in form of land banks) ... and Retail margins go for a toss - because retailers wants to capture good revenues and market share and hence sacrifice margins for it... Big Bazaar is good for customers - but very bad for promotors - coz even with scale - margins are so low that scale cannot nullify the margin impact I want to differ from u on Pantaloons... It might have been a multi-bagger ... But not anymore !
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Ajith Senior Member Joined: 06/Aug/2006 Location: India Online Status: Offline Posts: 1284	Posted: 07/Sep/2006 at 9:35am
	Mr.Basant, saw your post only now.Financial Wizard popular in early 90s carried this quote -put all your eggs in 1 basket and watch that basket.I think it is very risky to have a concentrated portfolio.My experience is that one should have 3 to 5 large positions and around 18 moderate holdings. Edited by Ajith - 07/Sep/2006 at 9:35am
	Ajith
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 07/Sep/2006 at 9:50am
	Never advised putting everything in one company only. I have exeactly that strategy 3 significantly wwighted stocks and the other 10- 12 small exposure stocks. I used to see that paper and they were basically looking at small undiscovered companies that were not sector leaders if I remember correctly.Never talked about good well managed companies; the focus was always to suggest something that moves faster then the market.
	'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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Ajith Senior Member Joined: 06/Aug/2006 Location: India Online Status: Offline Posts: 1284	Posted: 07/Sep/2006 at 10:20am
	Sorry,I knew you meant it that way but my words by mistake indicated otherwise.
	Ajith
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 07/Sep/2006 at 10:27am
	No Problem. I had thought so but still wanted to clarify.
	'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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omshivaya Senior Member Joined: 06/Sep/2006 Location: India Online Status: Offline Posts: 5966	Posted: 08/Sep/2006 at 2:26pm
	Shoppers Stop or Pantaloon from here on in Retail Basant jee? Can you please throw some comparisons here? RJ mentioned somewhere shoppers stop to be entered into currently and surprisingly didnt mention pantaloon for any fresh entries?? appreciations!
	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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