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ntiwari
Newbie
Joined: 26/Mar/2009
Location: India
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Posts: 2
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   Posted: 03/Jul/2011 at 6:07pm |
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How come there have been no recommendations after 2008.Have there been no new opportunities
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Nish*th
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Ravenrage
Senior Member
Joined: 21/Jun/2010
Location: India
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Posts: 859
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Posted: 03/Jul/2011 at 6:11pm |
Originally posted by ntiwari
How come there have been no recommendations after 2008.Have there been no new opportunities |
These are some of the best in their business , any doubts regarding that ?
Basantji , we should have a mutual fund portfolio too .
Edited by Ravenrage - 03/Jul/2011 at 6:11pm
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jagbir
Senior Member
Joined: 17/Apr/2010
Location: India
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Posts: 331
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Posted: 03/Jul/2011 at 7:12pm |
Originally posted by ntiwari
How come there have been no recommendations after 2008.Have there been no new opportunities |
I guess you skipped Zydus Wellness, which get included on 31-Mar-10. Also please go through the topic Why not to look for new ideas – always which may provide some insightful thoughts about your query.
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kumarn
Senior Member
Joined: 20/Oct/2009
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Posts: 151
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Posted: 03/Jul/2011 at 10:37pm |
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Awesome performance Basant ji!
I have a question that I hope you would kindly answer. Amongst the TED XI, which one in your opinion has the highest potential over the 2-3 year horizon? Sorry, if it a stupid question! Basically I need to reinvest some some amount and I am looking for the strongest basket!
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dipankar66
Senior Member
Joined: 18/Mar/2010
Location: India
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Posts: 115
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Posted: 03/Jul/2011 at 9:24am |
This is an example of excellent performance. I have seen most of the companies are great brands or owners of great brands.
Still, would like to revisit a commoditised business like Voltamp. I am not sure this will be very interesting going forward. Would like to hear other opinions. 
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DD
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dipankar66
Senior Member
Joined: 18/Mar/2010
Location: India
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Posts: 115
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Posted: 03/Jul/2011 at 9:27am |
Originally posted by jagbir
Originally posted by ntiwari
How come there have been no recommendations after 2008.Have there been no new opportunities |
I guess you skipped Zydus Wellness, which get included on 31-Mar-10. Also please go through the topic Why not to look for new ideas – always which may provide some insightful thoughts about your query.
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Also missed Voltamp which was included on April 01, 2009.
Edited by dipankar66 - 03/Jul/2011 at 9:28am
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DD
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ashirbad
Newbie
Joined: 02/Sep/2010
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Posts: 1
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Posted: 04/Jul/2011 at 12:22pm |
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Dear BasantJi, I think we must calculate the split and the bonus of Titan Industries, thus making the gains of Titan much higher.
Regards,
Edited by ashirbad - 04/Jul/2011 at 4:18pm
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rinkumalpani
Senior Member
Joined: 28/Jun/2010
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Posts: 369
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Posted: 05/Jul/2011 at 3:59pm |
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[QUOTE=basant] and maybe at the right opportune time fold the cards and go to the next table something which not many have been able to do.
Congrats and thanks Basantji. Anybody who had conviction enough in you/TED( in the early days of TED) and have tried to utilise whatever one has learned on TED,should still be amongst the winners even if he does not identify the ooportune time and gets a bit early/late.The trick will always be to identify the next possible winning table in the early stages when the seats/chairs are cheap and empty and nobody understands that trick better than you. so, please do hint towards the table. The able teddies, am sure, will surely find a chair for themselves.
Thanking you once again
Malpani
Edited by rinkumalpani - 05/Jul/2011 at 4:15pm
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