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Topic: Zen Technologies

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manish_okhade
Senior Member

Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997

Posted: 23/May/2010 at 1:59pm

Originally posted by prabhakarkudva

I've held this stock before.The management is quite capable but the business is not easy.They are planning to do something new and innovative,so all the risks associated with start ups exist here.Just keep an eye out for their order book numbers.I exited the stock last year when i saw the order book deteriorate.

Hi Prabhakar,

Except following, do you have any idea how the sale may increase in terms of new products offering, defence capex increase etc? Hoe Zen is unique in terms of any offerings?

1) RJ is holding it

2) 30% collaboration restriction

3) Share buyback and good financials

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chimak10
Senior Member

Joined: 30/Aug/2007
Location: India
Online Status: Offline
Posts: 1540

Posted: 23/May/2010 at 2:16pm

In my short life as investor i have learned that following any big investor only nets you lemons in life.

Arora failed big time in 2008.

I am a big fan of RJ but i had indage viniters, prabhakar had zen lot of people would have bought geometric, mid day and sundry cases.

RJ has bet only small amount in this stock do keep that in your mind so please bet proportionally.

Manish sir you would know all these beforehand this is for every new sucker that comes in the market.

I am seriously doubting bhaiyaas investing acumen.

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manish_okhade
Senior Member

Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997

Posted: 23/May/2010 at 3:30pm

Originally posted by chimak10

In my short life as investor i have learned that following any big investor only nets you lemons in life.

I am seriously doubting bhaiyaas investing acumen.

Investing is no different than casino most of the time. Any investment is based on certain assumptions and assumtions are remain assumptions till turned out to be right.

Sometimes, only sometimes market gives unique value proposition when one doesnt need assumptions. For example when company is growing but stock is falling alongwith global metdown. Other example is stock has cash cloe to 100% and it comes with growth whatsoever minuscule free!

Beyond above whoever made the money (RJ, RD etc) are either plain lucky and we can say they were more audacious and well versed in managing the odds via full portfolio instead of individual stocks.

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chimak10
Senior Member

Joined: 30/Aug/2007
Location: India
Online Status: Offline
Posts: 1540

Posted: 23/May/2010 at 3:38pm

Why such a pravachan to a mungerilal like me.

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pramodjain
Senior Member

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 300

Posted: 18/Jul/2010 at 12:50pm

It is a special IT co its business only depend only on india defence expenditure. not on globle business

"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."

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