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Topic: 1 Crore 1 Company - Which One !

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samirarora
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Posted: 16/Mar/2011 at 6:31pm

Sometimes an investor may have more brains than a promoter and if the investor had the power he might do better, so its one thing knowing a company at the back of your hand and yet another actually running it.

The thread is if one had one crore to invest in one stock simply means what stock one would invest in with so much conviction that he will put it all in one stock.

For a person who has a few lakhs, its a matter of great concern but for person who has 30-40 crores, its just another routine decision.

In the end, if one has to put in 1 crore and 1 crore is ALL that the person is worth, then its a life and death situation and to take a call on one company is a very tough decision...

cant think of anyting other than tata investments, bajaj holdings kind of ideas...

are ETFs allowed?

Edited by samirarora - 16/Mar/2011 at 6:32pm

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harishshenoy
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Posted: 16/Mar/2011 at 8:09pm

Certainly BINNY LTD !!!!!!!! CONSIDERING PROMOTER CREDENTIALS !!!!!!!! Land Bank Valuation!!!!Sun rise industry!!!!!Above all hidden gem and not tasted by any one yet!!!!!!!!

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livnow
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Posted: 16/Mar/2011 at 8:21pm

Originally posted by samirarora

Sometimes an investor may have more brains than a promoter and if the investor had the power he might do better, so its one thing knowing a company at the back of your hand and yet another actually running it.

The thread is if one had one crore to invest in one stock simply means what stock one would invest in with so much conviction that he will put it all in one stock.

For a person who has a few lakhs, its a matter of great concern but for person who has 30-40 crores, its just another routine decision.

In the end, if one has to put in 1 crore and 1 crore is ALL that the person is worth, then its a life and death situation and to take a call on one company is a very tough decision...

cant think of anyting other than tata investments, bajaj holdings kind of ideas...

are ETFs allowed?

Its indeed a very tough and worthwhile decision to make.
Definitely, ETFs are allowed.

“The trouble with not having a goal is that you can spend your life running up and down the field and never score.” – Bill Copeland

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basant
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Posted: 16/Mar/2011 at 9:44pm

This thread seems to have become the most popular debate on TED - and it is also very interesting but a point to be noted is there would be several people willing to put in one crore in a startup new venture/business but why so debate when it comes to investing in an established business afterall each unit of money allocated demands the same level of objectivity whether it is your own business which you are managing or one managed by smart competent people. the reason is simple a self managed business has no running quote for 5 days a week!

'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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rajnsharma
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Posted: 16/Mar/2011 at 12:48pm

Originally posted by basant

My thoughts on Business vs Investing:
1.When you are a business owner, you have visibility into every minute detail of the business you own and hence you are more confident.
2. The same is not true with respect to retail investors. You have rely upon the details provided by the company and analysts. It becomes even harder when you are dealing with companies like Hawkins which hardly talk.
3.Most of the retail investors donot have the the capability to anlayze a business.

I think that's some of the reasons for most of the members in TED not willing to bet 100% in one company. Comments welcome.

Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett

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SuperEquity
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Posted: 16/Mar/2011 at 1:58am

I would buy Godrej Industry with 1 Crore. But 1 stock is risky thing to do Confused

Probably, I will prefer 4 stocks.

HDFC ( No intro required 24% CAGR makes double in 3 years and it will do well for long long time to go. Thanks to Its nature of its business.)

Godrej Industry ( Good management + Good Business + Diversified + Consumption (FMCG) + Infra + Agriculture + Chemical + Food ++ Good Value unlock in next few years Smile

)

Century Textile ( Low Risk as per their business & Good Value @ Worli not discounted yet and its not holding company too Wink

)

SBI ( Safe Bank of India Big%20smile

. You will never lose money and can expect better return than SBI Bank FD if invested for 2 years and more)

I will not BUY HDFC BANK (Most of the Future prospect is discounted. Growth 25%+ CAGR is there but difficult to maintain for long time. All business are doing well. not much scope left @ Market Cap of 1 Lac Crore. And why to BUY HDFC Bank when already bought HDFC. I think both give same type of return and HDFC is more safe.

(Axis/Yes Bank is better with little more risk but more reward too)

~~ Its just my View not based on any Review for the sake of Preview Sleepy

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SuperEquity
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Posted: 16/Mar/2011 at 2:02am

I think it would be better idea to BUY 4 stocks and after few years if one becomes 4 times, so 1 stock will be worth 1 crore and rest will be Profit Embarrassed

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SuperEquity
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Posted: 16/Mar/2011 at 2:03am

Basant sir, what would you buy with 1 Cr. ? Kindly give your view for Top 4 Stocks and top 1 Stock.

Regards

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