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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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 Posted: 29/Sep/2006 at 1:05pm |
 T- Spiritual 
Good one Basantjee....great .....
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Life can only be understood backwards—but it must be lived forwards
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Vivek Sukhani
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Joined: 23/Jul/2006
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Posts: 6675
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Posted: 29/Sep/2006 at 2:32pm |
I think, instead of Indian XI, Australian XI would have been better...Why not make an index of this and compare the same with the market? the index may be price-weighted or MCap weighted...
Regards,
Vivek
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 29/Sep/2006 at 3:32pm |
Very very well written.....
Who is the captain...
I think our own Veeru (Pantaloon)....
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This is tough. We cannot have a captain for 4 years. The captain should be in the team and in this case we are not sure who would be in the team in the long run. Captains are deided from series to series but as you know "Investing is a marathon on a hilly terrain not a 100 mts race in the National Stadium"
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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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PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
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Posts: 1453
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Posted: 29/Sep/2006 at 8:14pm |
Well one small query!!!!!!
The THE EQUITY DESK team is valid upto NEXT WORLD CUP! or Till upto the 2011!
Hope people will not beat me!!!!!!!!!!!!
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I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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basant
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Posts: 18403
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Posted: 29/Sep/2006 at 9:17pm |
The THE EQUITY DESK team is valid upto NEXT WORLD CUP! or Till upto the 2011!
Hope people will not beat me
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Nothing is valid for 4 years.In this market things change very soon and that is the bottomline. WHen stocks start to fall investors think that it is becoming cheap but in many such instances there is a real reson for the stock to fall. The team needs to be closely monitored and evalauted because changes would have to be made at crucial junctures. This is surely a high risk high return startegy.
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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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vijinat
Senior Member
Joined: 18/Sep/2006
Location: India
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Posts: 112
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Posted: 29/Sep/2006 at 9:34pm |
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Basantji, Congrats for yr well analysed selection. But to think that the 'brick and mortar' companies and tech companies do not have a place in future is really scary. Is it not?
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basant
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Posted: 29/Sep/2006 at 9:54pm |
Hey; I was doing a portfolio for a Rip Van Winkle who wanted to sleep for 6 months and in 6 months what happens to zinc and steel is all clear to us. Also tech has matured would be really tough to look for a multinagger there.
And these are my preferences which may not necessarily be the best combination.
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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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sunilpune
Newbie
Joined: 27/Aug/2006
Location: India
Online Status: Offline
Posts: 13
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Posted: 29/Sep/2006 at 10:35pm |
dear basantji ,
xlent coverage of top 11
thanks
sunil 
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sunil
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