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

Topic: RIDING MULTIBAGGERS

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anthro
Senior Member

Joined: 12/Oct/2007
Online Status: Offline
Posts: 166

Posted: 07/Aug/2010 at 11:20pm

My position as on date :

Multibagger name :Nil
Multis done :Nil
period held :Nil
riding experience :Nil
learnings :How much of your portfolio you bet in that multibagger is important.

Anthro

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studentoflife
Senior Member

Joined: 06/Mar/2009
Online Status: Offline
Posts: 313

Posted: 07/Aug/2010 at 11:59pm

I think most people in this forum are being modest.

There will be a lot of people with multi-multibaggers....

My best multibagger till date has been TTK prestige which is a 7.5 bagger.

Learning:

1) The best players in the market with good moats and very little competition can be bought when they may not be in a very good financial position but market is huge leading to a skewed demand suppy ratio.

2)Also high amount of debt in the balance sheet can be good when the cash flows are excellent.You need not invest huge amounts,but still they will grow to a substantial portion of the portfolio. KKR model highlighted on Prof Sanjay Bakshi's site provides very good insight.

This is even demonstrated by VIP industries and Bata India.

Edited by studentoflife - 07/Aug/2010 at 12:08pm

First step towards learning is the realization that you do not know anything.

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studentoflife
Senior Member

Joined: 06/Mar/2009
Online Status: Offline
Posts: 313

Posted: 07/Aug/2010 at 12:10pm

Originally posted by studentoflife

I think most people in this forum are being modest.

There will be a lot of people with multi-multibaggers....

My best multibagger till date has been TTK prestige which is a 7.5 bagger.

Learning:

1) The best players in the market with good moats and very little competition can be bought when they may not be in a very good financial position but the market is huge leading to a skewed demand suppy ratio.

This is even demonstrated by VIP industries and Bata India.

First step towards learning is the realization that you do not know anything.

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ravi
Senior Member

Joined: 26/Nov/2007
Location: India
Online Status: Offline
Posts: 100

Posted: 12/Aug/2010 at 9:27am

I think over a 15-20 year time period if one were to draw a trend line of the largecaps, midcaps and smallcaps one would find that the largecaps would give a 3-5 bagger while the midcaps would give 6-10 bagger while a smaller percentage of smallcaps could give anything from 10-15 baggers. While of a universe of 10 midcaps one could probably find 2-4 good cos the smallercaps would be even lower. Finding pearls is a tough job as one has to go to great depths.

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surfingminds
Groupie
Groupie

Joined: 07/Apr/2009
Location: India
Online Status: Offline
Posts: 60

Posted: 22/Aug/2010 at 12:49pm

KEI INdustries /3 bagger /12 months

Parekh Alumminex / 3.5 bagger/ 9 months

Electrosteel CAstings / 3 baggger/ 7 months

Hindalco / 3.5 bagger/ 12 months

tata motors/ 4 bagger/ 12 months

Yes bank / 3.5 bagger/ 12 months

LL : Its important first to identify fundamentally good companies and enter at lowest price and exit on high.. which is the most difficult to learn but atleast i learn simple thing keep identifying good companies and during market crisis invest in them. We are lucky to have so many multibaggers around cuz of th market crisis it was the most volatile period.....

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munger
Newbie
Newbie

Joined: 25/Sep/2008
Location: Saudi Arabia
Online Status: Offline
Posts: 2

Posted: 27/Aug/2010 at 1:54pm

1. Multibagger name TATA MOTORS
2. Multis done 7
3. period held 18 MONTHS
4. riding experience WILL HOLD ON; SHOULD HAVE BROUGHT MORE @ 900, WAS LUCKY TO HAVE CUAGHT THE BOTTOM
5. learnings COMMITTED ONLY 25% OF CAPITAL; HESITATED WHEN MARKETS SHOT UP POST ELECTION; DON'T HESITATE WHEN YOU HAVE DONE YOUR HOMEWORK AND ARE CONVINCED

Munger

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j2eeprofessiona
Senior Member

Joined: 13/Sep/2008
Online Status: Offline
Posts: 968

Posted: 27/Aug/2010 at 10:30am

Originally posted by munger

5. learnings COMMITTED ONLY 25% OF CAPITAL; HESITATED WHEN MARKETS SHOT UP POST ELECTION; DON'T HESITATE WHEN YOU HAVE DONE YOUR HOMEWORK AND ARE CONVINCED

25% of ur capital in one stock, is more than good enough..

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adityancs
Senior Member

Joined: 04/Sep/2008
Location: India
Online Status: Offline
Posts: 188

Posted: 27/Aug/2010 at 10:49am

Dear friends, it is really very nice to have postmartom analysis about multi baggers. Could any one guess that it would be multi-bagger when bought?

Even though most of us (the teddies) have made few baggers in last few years, we can not reveal the sure formula for multi-baggers !!

It seems that most of the multi baggers have come from Non-promising industry. "Peter Lynch can not be wrong"

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