Joined: 06/Sep/2006
Location: India
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Posts: 641
Posted: 02/Nov/2006 at 2:44pm
Dear Sir,
I have some query about Mr Samir Aurora. I heard him say last
week on TV. its a stunner. I likes his way of simple down to earth
explanation of every mater what Mr udayan asked him.
I can make that he is very very bullish on INDIA . so my feeling is
that he surely betting big on some stocks in India. Can u please tell
us those stocks his he is betting big now.
As i feel some of those must be a real multibagger in the years to come.
Joined: 09/Oct/2006
Location: India
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Posts: 492
Posted: 02/Nov/2006 at 6:51pm
Basant ,
Samir Arora's interview was great ,he and RJ seem to be quite on the same lines. Is there a way to know what Samir Arora is now up to ( His stocks or funds) . It will be a great eyeopener.
Joined: 05/Aug/2006
Location: India
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Posted: 02/Nov/2006 at 5:29am
Great interview. Thanks for posting link. INteresting part is he says real estate overvalued but he bought India Bull. Aren't they big time in real estate?
Samir Arora said on NDTV today that he was bullish on Media from a macro point of view,CAS being implemented.He does not expect returns to be the same of last year.The biggest loser in 2006 was the retail investor who does not believe in their own growth story while the FIIs pumping money.As always not bullish on commodities.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
Joined: 01/Jan/2006
Location: India
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Posted: 02/Jan/2007 at 12:32pm
Yes Samir was bullish on CAS/DTH but he likes NDTV, HTMT and Zee but not sure on Tv18 -
Edited by basant - 02/Jan/2007 at 9:32am
'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
Joined: 06/Sep/2006
Location: India
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Posts: 5966
Posted: 02/Jan/2007 at 1:28pm
Why do you think so Basant ji...that is, why Samir Arora doesnt like TV18.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
Joined: 01/Jan/2006
Location: India
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Posts: 18403
Posted: 02/Jan/2007 at 2:26pm
We would need to go to Singapore for that!!!
'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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