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basant
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   Posted: 25/Jul/2007 at 12:59pm |
Originally posted by omshivaya
| Originally posted by basant
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership. |
TV-18's e-broking venture too must be kept in mind with Ambit Capital, whenever it comes up. Plus, Media Process Outsourcing.
These two triggers could be especially on Mankekar's mind: Would this be a fair point to make, or am I being overoptimistic on these two. [/QUOTE
Raghav says that ebroking could become as big as IBulls or Indiainfoline so that statement should not be too optimistic about this MPO I am not so bullish on these things because:
a) Dollar rupee
b) Lack of entry barriers. NDTv does it so the concept of durable competitive advantage does not stand.
c) These are not high PE businesses like media.
But surely they would add value so to that extent it is helpful. |
Raghav says that ebroking could become as big as IBulls or Indiainfoline so that statement should not be too optimistic about this MPO I am not so bullish on these things because:
a) Dollar rupee
b) Lack of entry barriers. NDTv does it so the concept of durable competitive advantage does not stand.
c) These are not high PE businesses like media.
But surely they would add value so to that extent it is helpful.
Edited by basant - 25/Jul/2007 at 1:02am
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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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swapan
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Posted: 25/Jul/2007 at 3:22am |
This is my first post on this forum. One of my close friends personally know Mankekar, during his studies in JBIMS. On his word, I had bought Astra Microwave. Though I was not so convinced of it myself, I went by on his instincts as I was a novice then. I have come to regret it. :-)
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manishdave
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Posted: 25/Jul/2007 at 4:44am |
Prof. Mankekar Held Nectar Lifescience in past. Anybody knows if he currently holds that position? Company looks intresting...
Original business of Asian Electronics was very interesting. They made deals with electricity boards. They leased them packs of capacitors. That pack was improving load factor and money saving by boards were much more than lease amount and scalability was huge. But those bancrupt SEBs didn't pay them. Few years back stock went to 15 before they entered into new businesses.
Edited by manishdave - 25/Jul/2007 at 4:57am
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India_Bull
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Posted: 25/Jul/2007 at 4:49am |
He doesnt seem to hold, that is what I get from BSE latest pattern.
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India_Bull forever Bull !
www.kapilcomedynights.com
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basant
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Posted: 25/Jul/2007 at 9:32am |
Originally posted by SANDEEP
Tylerjee,
You are bang on, I have the same question from several years in my mind. If you start with 5K and lets say you have few 100 baggers still you cant have the wealth these guys have generated..
Basantjee pls enlighen us !! |
I was thinking about this and then I realised that the Prof mad ehis biggest money in Pantaloonb retail and FT. In these two stocks an initia investment of Rs 3 crores has become close to Rs 200 crores in 5 years. 
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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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investor
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Posted: 25/Jul/2007 at 9:33am |
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Very interesting thread Basantji. I have read a few times about him.
Any idea about the approx range of his entry levels into each of these stocks? I think in NW18 he has been buying above 600 levels, isnt it?
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The market is a place where people with money meet people with experience.
The people with experience get the money while people with money get experience!
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kulman
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Posted: 25/Jul/2007 at 9:42am |
As per this announcement, Prof's stake in Champagne Indage goes up. Please update.
Champagne Indage
Champagne Indage Ltd has informed BSE that the Executive Committee of Board of Directors of the Company at its meeting held on July 20, 2007 has issued and allotted 2,90,000 Equity Shares of Rs 10/- each at a premium of Rs 325/- per Equity Share to Mr. Shivanand Mankekar. These shares have been allotted against conversion of equivalent number of Equity Share Warrants allotted and are eligible for conversion pursuant to the approval granted by the shareholders at the Annual General Meeting of the Company held on September 19, 2006.
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Life can only be understood backwards—but it must be lived forwards
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basant
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Posted: 25/Jul/2007 at 10:27am |
Originally posted by investor
Very interesting thread Basantji. I have read a few times about him.
Any idea about the approx range of his entry levels into each of these stocks? I think in NW18 he has been buying above 600 levels, isnt it?
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Tv18 - his initial entry is at Rs 585 post demerger.
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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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