Wah! Excellent ones everyone. Keep it coming from time to time. This thread will serve as a "wisdom pot" for many TEDnewbies in years to come.

 

Before  : No one was there to get suggestion or discuss

After    : Now we have our favorite TED

 

Before : Did not have concentrated portfolio.

After   : Having concentrated portfolio.

 

 

Before: I always thought about short term only.

After  : I have long term view now.

 

 

Before: Used to buy momentum stocks

After   : Holding only excellent stocks

 

 

Before:    Used to buy stocks and sell just based on news without thinking

After   :   Made very few transactions with lot of thinking to choose between TED discussed stocks

 

 

 

Edited by muralimohan001 - 18/Oct/2007 at 7:57pm

Fairly new member so can't speak much, but its interesting how I found TED.  I was always looking for investment opp in International mkt for diversification. ( yes India is Intl mkt for me:-)). Only option was US India specific MF for me, and other side  my total portfolio has almost 51% Intl exposer (India/Brazil/Europe) which is quite high. So hesitate to put more towards India. I knew real money is there for sometime, but my AAP was not permitting to put more towards India. But finally I found solution, I said to myself India can't be alien land for me its my motherland. So I can't consider its International! And also was looking for hedging against US$ So I took out India as Intl from my portfolio.  Had icicdirect acct on my Father name & was using for IPO. But did not know where to start.

I was hearing this RJ name so many time on moneycontrol but did not know who was he. Only I knew people compare him with Warren Buffet. So one day I type in Googel (RJ portfolio) and I found TED!

By working in finance area I always like to do my DD, I just can't buy something when some one tells me to buy it. Someone has told me before that buy Yes Bank, and I never did. Why? because  I need conviction. I need to see FS and analysis, well research, valid arguments, CC etc.  These all I got from TED. And now I have YES bank in my acct.

Now speaking about TED & how it influenced my investing Strategy.

I would say Lot. Time I am investing in India I am converting $ in Rs. Is it good thing or bad? I really dont know. I guess time will tell. Before that I was afraid to convert $ into Rs for investment, but TED gave me confidence to do so.

I am learning lot about Indian co & Indian Equity mkt here.

I was also amazed expectation of Return 30% 40% 50% CGAR! Wow you can only think about this kind of emerging mkt only. I was also amazed people are looking for 10 cores from 10L in 10 Years! or 3 times in 3 years! We can't expect from our DJ. Our DJ is like old Grand paa, has glorious past, vast exp, but out of date! Everyone is watching this young, dynamic handsome guy BSE sensex! He is hot in marriage mkt. All brides(read FII) want his share & all of them want to marry him! Show must go on.

Well I always believe having knowledge is not important but sharing knowledge is much more important. And that's exactly TED Gurus / Sr members are doing.

Hats of all member who have spend their personal time to cultivate this excellent forum!

Lakshya

PS

"I check TED more than my official/personal emails. I guess this sums up all :)"

Oh you open your official email? I even do that anymore:-)

Finding even a "3 bagger-in-3 years" isn't easy in an emerging market like India(if based on pure investing and not trading/speculating) Lakshya jee.  That's a CAGR of a little above 42% for 3 years. This isn't 2003 anymore!!!

Edited by omshivaya - 18/Oct/2007 at 1:26am