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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
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Posts: 3142
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 Posted: 29/Sep/2006 at 10:13am |
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.
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Exactly, I view these things as new emerging trends...Very well written....
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 29/Sep/2006 at 11:34am |
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ANd as far as taking the portfolio on a 4 year basis there are more pitfalls in that story then advantages. Maybe we may have to keep Veeru out or Sachin would like to take a rest since he has scored so many in the last few days. It is all very fluid and should I say scary!
Edited by basant - 29/Sep/2006 at 11:40am
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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: 30/Sep/2006 at 1:48pm |
Why not have a World Cup instead. Let all of us form a team of stocks of 11 companies each and play it out for a period which we can mutually agree. I dont beleive all of us are having the same XI as the Equiyudesk XI.
Regards,
Vivek
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basant
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Posted: 30/Sep/2006 at 2:10pm |
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Absolutely not. I would not like this to be a competing ground. There is the portfolio check up section and members can put in their desired portfolio there. Let us not move away from the topic of discussing ideas to competing with each other through our portfolios.
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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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kulman
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Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 30/Sep/2006 at 2:38pm |
And Basantjee, even if there was a competition, I know that your 4-5 player team (concentrated) can beat any XI, even Aussies hands down!
Besides, another thought came to my mind that investing is test match kind of game (long-term). But looking at the preference of the crowd (read: Mungerilals), they want 20-20 kind of games not even ODIs.
We need batsmen like Geoff Boycott, Sunny Gavaskar, Viv Richards, Don et al...who have durable long-term competitive advantage.
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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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Posted: 30/Sep/2006 at 2:45pm |
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The idea is not to have a competition.The idea is to play with ideas. The idea is to make us think. Even if there is a selection committee, there is a discussion and nothing is sacrosanct there. If only we bench-mark, we can observe whether we are going wrong or right with our strategies. In portfolio-check, we have a discussion. So, I dont think we need a discussion here. Tell me seriously, if someone wants to have any question on your picked XI, is he permitted to ask questions?
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Vivek Sukhani
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Posted: 30/Sep/2006 at 2:46pm |
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Exactly Kulman, then why not have a world Series. Any version 5-day, 1-day, 20-20... whatever.Let there be something moving
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basant
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Joined: 01/Jan/2006
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Posted: 30/Sep/2006 at 2:57pm |
This is not Moneybhai Guys. Members who want to play the game can do it there. I am fairly convinced and decided about it. I am very clear and convinced about not diluting the objective of this website.
Except for showing the world how smart each investor was it would not serve any purpose and what is the need for all that If people are making right choices they can set it up in the ideas section and smartness is inferred never displayed.
I REPEAT I WOULD NOT LIKE THIS TO BE A COMPETING GROUND. Let us not discuss this any further.
Edited by basant - 30/Sep/2006 at 3:02pm
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