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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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   Posted: 11/Mar/2007 at 8:48pm |
Hi MR US121.
I actually welcome any criticism as they help us to know, what may be others point of view.
We as humans have a tendency to think what we do are correct but that may not always be the case. With the negative feedback which we may get, It helps us to check back the reality. If we still believe that we are correct ... we stand firm with "Conviction" with the knowledge of what may go wrong. If we see that we may be wrong, then we may stand back, cut our position and learn from that experience of where we went wrong.
It also shows how strong is one mentally. The biggest Example in this respect recently was Saurav Ganguly (I am NOT saying this because I am from Kolkata).
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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sunny_agarwal
Newbie
Joined: 10/Mar/2007
Location: India
Online Status: Offline
Posts: 24
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Posted: 11/Mar/2007 at 10:42pm |
Dear sir,
i just checked ur proflie and that made my approach more cautious and respectful towards you. after reading ur message i very well understood about the approach that u have towards markets and ur desire to hunt for new stocks and themes and to constantly evalutae ur way of investing.
sir, i have posted a message to all the members of TED, Tht even goes to You. Pls do go through it.
Sir, i would like to know if u head any particular branch. we run a garment export house too and have syndicate bank as our lead banker, in gurgaon. we are one of the key clients of the gurgaon branch. would like to know more from you.
looking forward to have a long and fruitful association with u and ur ideas.
thanks and regards
sunny agarwal
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Be the change you wish to see in this world!!!
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nikhil090
Senior Member
Joined: 06/Nov/2006
Online Status: Offline
Posts: 1344
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Posted: 11/Mar/2007 at 10:49pm |
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Who is the "sir" here that you are referring to?
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sunny_agarwal
Newbie
Joined: 10/Mar/2007
Location: India
Online Status: Offline
Posts: 24
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Posted: 11/Mar/2007 at 10:54pm |
vivek ji,
sir referred to Mr. shashi Prahraj. The messsage was for him.
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Be the change you wish to see in this world!!!
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 11/Mar/2007 at 12:57pm |
Originally posted by sunny_agarwal
Dear sir,
i just checked ur proflie and that made my approach more cautious and respectful towards you. after reading ur message i very well understood about the approach that u have towards markets and ur desire to hunt for new stocks and themes and to constantly evalutae ur way of investing.
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Yes Shashi ji is an exceptional person no doubt.
On a sidenote, (constant evaluation) tenure may differ from person to person. For a long-term investor of 10 year view, constant evaluation may mean every year not every 6 months.
Btw Sunny ji, if you go thru other profiles, I am sure you shall find many more hidden gems.
Keep looking and Good luck, and most of all welcome to TED.
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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
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s_praharaj
Senior Member
Joined: 10/Sep/2006
Location: India
Online Status: Offline
Posts: 357
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Posted: 12/Mar/2007 at 9:39pm |
Thanx Sunny for the kind words.
I read your mails and devoloped a liking towards your way of thinking. You are intelligent and with TED as company, and knowledgable people like Basant, Bubble Vision, Om Shivayaji, Kulman, Vivek Sukhani and many others, and primarily with your dedication, I am sure you will go a long way.
Its the company, which many a times determine our destiny. If one is in bad company, inspite of his brillance and knowledge, he may go waste. An average person, in a good company and will to succeed can see great heights.
I have learned a lot and still learning a lot from TED.
I am a member of TED in my individual capacity, and I don't want to talk about my organisation in this forum.
I hope you understand.
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Shashi Praharaj
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vivekkumar_in
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
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Posted: 14/Mar/2007 at 11:32pm |
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Thanks guys your feedback & some interesting conversation to read..
I was out for the past couple of days... Hence was not able to respond..
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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vivekkumar_in
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
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Posted: 15/Jun/2007 at 3:18am |
Hi, I have done some Portfolio restructuring. Here is what my latest portfolio looks like.
Had worked on it for past 2-3 months . ESOP from my company that i had to exercise skewed my portfolio... Sold out of it and accumulated some of my favorite stocks when they were attractive - Accumulated some more NW18 around 450s - Cleaned out of some stocks like AB Nuvo, Zicom, Zee where I did not have meaningful position and used them to strengthen my positions in Nucleus & ENIL I have around 10% cash and looking at deploying it sometime in a month or so.. I have my eyes on the Financial sector - On Companies that could benefit from the inflow of masses onto the equity markets.. As equity participation is at a nascent stage and if we are seeing at what's happening to quity markets in China this is a very big growth story.. Companies that are Brokerages, Investment houses & AMCs ... In the next 5-7 yrs one of Indian companies should become like Morgan Stanley($93B), Meryll Lynch($78B), Capital One ($36B), JP Morgan ($172B ), Wachovia ($103B).. My bet - Reliance Capital, India Bulls Invst, India Infoline, IL & FS Investmart, Geojit in that order.
Any ideas ?
Edited by vivekkumar_in - 15/Jun/2007 at 4:35am
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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