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Topic: My Investing Strategy

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tigershark Senior Member Joined: 13/Oct/2006 Location: India Online Status: Offline Posts: 3542	Posted: 26/Apr/2007 at 8:45pm
	BASANT this ones for you. do you know what your biggest mistake is? not starting theequitydesk in 2003 i suppose like me were busy following the mangalwar chat.had yu done so we all could have bot pantaloon at 50 bharthi at 30 and tv18 at 250.btw it took only 48 hrs for me to get a signed copy of ithappened in india after making payment by cc on future bazaar.com sent by blue dart in excellent condition
	understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 26/Apr/2007 at 9:40pm
	Correction: Tv18 at rs 145 pre demerger rate!!! Thanks for that. But would it have been so easy in 2003 I did not tell people that I invest in equity that is because the first reaction would be "take all the money out before it caves in". But yes we could spread some serious money around and this type of discussion actually strengthens the confidence. I am more confident of my stocks now then I was without TED - we have a ready reference for the perspectives at hand. Tell us of your experience after you go through the book! How did you buy Infy tell us briefly please? Vivek: I heard you talk about rules but please remember that there are no rules in this market - maybe that is why it is an art and not a science. In this game rules change each day and a new day starts with a new rule.We just have processes here and no rules. Also you did not indicate the waiting period for that stock which went in for an open offer. I hear you talk about protection too often but the real fundamental for investing is risk capital - protection is done better by investing in the FDR of HDFC bank rather then the bank itself Also outperformance cannot be compared by looking at one stock that goes in for a buy back/delisting out of a pack of 20. Buyback/delisting is all a game of chance rather then choice and they never give you a double but in this market we look at multibaggers. In that quest we win some and we also lose some. Edited by basant - 26/Apr/2007 at 10:19pm
	'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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Vivek Sukhani Senior Member Joined: 23/Jul/2006 Online Status: Offline Posts: 6675	Posted: 26/Apr/2007 at 10:21pm
	Well tigershark, I meant in this present rally......nobody can dare to say infy a non-performer over the years.... except from 2001 to 2003.
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Vivek Sukhani Senior Member Joined: 23/Jul/2006 Online Status: Offline Posts: 6675	Posted: 26/Apr/2007 at 1:07am
	Ya, I think I was wrong in my illustration......am sorry for making a goof-up. But Mr. Basant, when you yourself say that more than 40 p.c. of total shareholder's returns are derived from dividends, shall you then ignore it...am unable to locate that post of yours wherein you said more than 40 p.c. of tsr is derived from dividends.
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tigershark Senior Member Joined: 13/Oct/2006 Location: India Online Status: Offline Posts: 3542	Posted: 26/Apr/2007 at 8:29am
	now that yu know the berkshire story had yu been given a chance to buy the stock i suppose yu would never have boughtit, so also bharthi,.i would second basant and say in the stock mkt there are no fixed rules
	understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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Vivek Sukhani Senior Member Joined: 23/Jul/2006 Online Status: Offline Posts: 6675	Posted: 26/Apr/2007 at 9:32am
	Correct.....but tigershrk, there are many silent winners as well....which make you rich with dividends....somebody who invested a single share in colgate in Its IPO @10, today has 51.2 shares and he is receiving 384 rupees as dividend from the same. this mean 38.4 times the investment every year. And yes, I am not including the rights imapct here as well and including that will change the result very dramatically. The capital value of Rs. 10 has also grown to 51.2*340 roughly 17500.... so imagine the returns. Tigershark, I dont need a siper winner out of 10 companies.... if I have 5 normal winners.....over a period I can equalise..... Buyback gives you double Sir...... Edited by basant - 26/Apr/2007 at 11:13am
	Jai Guru!!!
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 06/May/2007 at 10:41am
	Guys, I was at a marriage party yesterday and I had almost a 30 minute one to one with the BIg Bull.He was extremely confident on India and when I took his autograph on my visiting card he wrote " Love, Happy Investing Believe in India" The man is so down to earth and humble that it appears difficult to think that he is the same man who is known as the King of Indian markets. The best part is while we discussed sectrors and businesses not even once the conversation narrowed down to PE and EPS. Edited by basant - 07/May/2007 at 8:43pm
	'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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xbox Senior Member Joined: 10/Sep/2006 Online Status: Offline Posts: 2001	Posted: 06/May/2007 at 10:46am
	not even once the conversation narrowed down to PE and EPS. --------------- May be he is aware of TED, so leaving this job to Teddies.. Great meeting I guess. B...., upne ko hi koi nahi milta. Edited by vipul - 06/May/2007 at 10:47am
	Don't bet on pig after all bull & bear in circle.
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