1) entertainment: zee ?

2) info.: tv18

 

i am somewhat not too convinced with the zee management? they dont feel allright to me?

 

basant jee, mind throwing some light on this? i am more confident on TV18, but zee you are saying can be a big growth story too? can you throw up some fugures for the growth story ahead for zee. would appreciate it!

 

thanks very much!

 

Placing a bet on a high-risk:high-return stock is okay to me, but at least I should know that the top brass of the compan is willing to do it all for growing the company, I mean kill themselves to make a killing in the market. That is why I like Pantaloon. Even though it may fail, I am confident of it and am going to buy it bcoz biyani jee comes in public and declares that "we are going to have a turnover of 15 times of current turnover in next 4 years". Can chandra say the same or something of that sort(whatever target he has set in mind). The management should be hungry and should have a killer instinct. Once I see that, then I do the analysis of what they can realistically achieve. In case of Zee, Chandra jee doesnt bring out that confidence in me.

 

 

It would be perfect for me, if Chandra comes out and says: "OK, now in the next 4 years we are going to increase our turnover by 5 times" or "we shall reach this target by 2010". Let's see if Chandra jee can go public with his target! That is the real TEST! I would love to see him do that!

 

 

Thanks again for your help basant jee!

 

Infrastructure seems to be thrust area for Indian economy to grow big. But L&T has moved up too much. I see Retail(Pantaloon), Media(TV18) as next growth areas. I am sure people like RJ may have already identified the next growth area even beyond the Retailing part. If we could somehow know that, we could get at least one stock which gives the same returns as RJ gets from his stocks!