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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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   Posted: 13/May/2007 at 8:56pm |
Originally posted by basant
I did not know that valuenotes was so closely followed. Would be happy to see any one here who bought Pantaloon and Tv18 after reading my article on valuenotes!
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Unfortunately for me my mental make up prevented me to see the investment in the retail business in the right light.
I was very convinced on the size of the opportunity but lacked conviction.
Using arguments like low margins, capital intensiveness, high p/e etc. etc. made me miss a multibagger. Anyway essential learning!
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"Investing is simple, but not easy." - Warren Buffet
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 13/May/2007 at 10:59pm |
Many a times I have trried to broadbase my analysis like has this business model succeeded in the West? If it has then I have ignored tghose very crucial fundamental analysis.
In fact I ignore the fundamentals even today when I seea business model that has made moeny in the West.Of course we need to be invested in the sector leader.
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'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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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 31/May/2007 at 8:56pm |
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Within few days,the members have increased to 550..Great going Basantji!
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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BULLSEYE
Newbie
Joined: 12/Feb/2007
Online Status: Offline
Posts: 32
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Posted: 31/May/2007 at 9:29pm |
SIR EVEN I LLIKE THE METHOD OF BROADBASE ANALYISING
BUT KNOW ONLY FEW SUCCESFUL IDEAS WHICH R FAMOUS
LIKE WALLMART , BROKERS ETC BUT DO U KNOW ANY BOOK WT HAPPENED IN JAPAN N USA N WT HAPPENED THAT BUBBLE BURSTED
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 31/May/2007 at 9:55pm |
BROKERS ETC BUT DO U KNOW ANY BOOK WT HAPPENED IN JAPAN N USA N WT HAPPENED THAT BUBBLE BURSTED
_____________________________________________________
"The bull" describes the situation when the tech bubble burst in 2000.
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'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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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 31/May/2007 at 9:59pm |
Originally posted by deveshkayal
Within few days,the members have increased to 550..Great going Basantji! |
Thanks. ALso the number of guests are on the rise these days 
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'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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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 01/Jun/2007 at 10:27pm |
ALso the number of guests are on the rise these days
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My hunch tells me that there are many eminent personalities in that guest list. And why not? TED content is very rich & useful. (I'm going slow on my posts to improve on this !!)
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Life can only be understood backwards—but it must be lived forwards
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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 08/Jun/2007 at 10:56pm |
Originally posted by ndzapak
I am new to this forum. More than the stock reccomendations what i like best about the site is the learning it provides as to what you should do before you make an investment. Basant Maheshwari has done an excellent job , infact a pioneering work.Basant thank you for that, have been following you since valuenotesdays, your thoughts and analyis have been very consistent and incisive. |
Can you introduce yourself in detail.you have not said anything about yourself.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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