Coming to Rakesh Jhunjhunwala and his choice on TV Today and Mid day, have you noticed that these stocks are less then 5% of his portfolio. So just because he has it does not mean that he is convinced maybe he is playing for an event CAS/FM Radio but had been really convinced he would have replaced his Titan and Nagarjuna with these two.

I dont think that is a fair arguement to make that TV TODAY and MID-DAY is less than 5% that means he would not have taken them seriously as an investment bet, and what ever was his call RADIO or FM that has not worked out atleast till now anyway. I dont think quantity matters here, people like him would not buy anything to show that look these are not my favourite because it is less than a % of my holding.. This is not fair arguement, we are discussing Conviction Vs Stubborness... and he is convinced about them thats why they are in his core holding.

But BubbleVision when RD made this comment that INFY will not see 5000 again in history he was not doing justice to his experience and knowledge that he had developed over decade of hard work and people like him can do this then where is this fine line that Mr.Basant it talking about between Conviction N Stubborness..?

I dont know that what RD was talkin about, but he was wrong .. then the Markets punished him.. Infact i myself was short on Infy in 2003 technically, as i had written in my mistakes collum... Bye now got to go..