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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
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Posts: 3656
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   Posted: 18/Oct/2009 at 10:46am |
Originally posted by kulman
| O Master of 92 mistresses ...... |
Let 'x' be the number of days for individual scrip
x = 365 / 92 = 3.9673
Since x > Pi the portfolio will out-perform MSCI-EM index
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Kulmanji, with all due respect to your status @ TED, I feel that Pi has no applicability here. As a matter of fact, I think the entire argument is a non sequitur. I'm sure Bunty and the now chastely retired Ms. Chameli will agree with me.
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 18/Oct/2009 at 10:54am |
Originally posted by Hitesh Shah
As a matter of fact, I think the entire argument is a non sequitur. I'm sure Bunty and the now chastely retired Ms. Chameli will agree with me.
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Hmmm... Both Master Bunty and Ms Chameli have very strong opinion on Mathematics They are amazed at its biggest mystery: 1000s of years passed Millions of theorems derived Trillions of formulas made Yet.... still.... 'x' is unknown but 'xxx' is well known.
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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
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Posts: 4243
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Posted: 18/Oct/2009 at 11:15am |
| Is it value because of the price at which you got in or is it value because they classify stocks into value, growth, etc. ? |
Neither I guess. They put up the investment style of mutual funds too - and they wouldn't know the price at which the fund manager got the shares. And it can't be based on stock classification because it would involve a human's judgment on whether a stock is value or growth.
My best guess is that they look at the average P/E of the portfolio, and compare it with the index.
| O Master of 92 mistresses ...... |
You are welcome to visit my harem anytime. But most of them are not your type.
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subu76
Senior Member
Joined: 25/Feb/2008
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Posts: 5709
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Posted: 19/Oct/2009 at 12:39pm |
Hi SmartCat,
Really glad to see Navin on your list...  though a very low allocation.
Do keep an eye out for Navin Fluorine when it's price crashes. The "assured" cash from CER sales is about 2-3 times it's current mkt cap (CER prices are offcourse prone to fluctuation)
Edited by subu76 - 19/Oct/2009 at 12:43pm
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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 19/Oct/2009 at 1:59pm |
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in the distant future when you come to my country we need to have a very serious talk following which you shall become a reformed bull( a new investing terminology coined by a famous tv actor) if words cannot reform you then ishall be using chinese water torture
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
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Posts: 4243
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Posted: 19/Oct/2009 at 5:03pm |
I will be driving down to Goa next week to meet tigershark for a free eye checkup. But now I'm having second thoughts.
| Really glad to see Navin on your list... though a very low allocation.
Do keep an eye out for Navin Fluorine when it's price crashes. The "assured" cash from CER sales is about 2-3 times it's current mkt cap (CER prices are offcourse prone to fluctuation) |
These single product chemical companies belong to high risk average reward category - that's why a small allocation. SRF is better because of its diversified nature.
When will Navin get the 2 - 3 times mcap cash for CER sales? |
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 19/Oct/2009 at 5:13pm |
Originally posted by smartcat
I will be driving down to Goa next week to meet tigershark for a free eye checkup. But now I'm having second thoughts.
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 Don't worry, he is a great host.
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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
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Posted: 19/Oct/2009 at 5:17pm |
Yet....
still....
'x' is unknown
but
'xxx' is well known.
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And you can use the opportunity to get better acquainted with "xxx". I do so most nights.
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