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 The Equity Desk Forum :Market Strategies :Fundamental
Message Icon Topic: Is The Equity Desk biased against cyclicals? Post Reply Post New Topic
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kulman
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Quote kulman Replybullet Posted: 30/Aug/2007 at 9:34am
....then the rest of the folks who have bought pantaloon and tv18 have to be RATS!
 
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Shocked Nothing to worry.... we have couple of CATS on board who would ensure that rats don't stay around for long!!!
 
 
 
 
Life can only be understood backwards—but it must be lived forwards
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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 30/Aug/2007 at 9:37am
Rats wont be there for long, kehna ka matlab kya hai???????? then who will follow the pied piper?????? cats or rats??????
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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 30/Aug/2007 at 9:38am
Let me clarify here, that this post above has only to do with the pied piper of hamlin, rats of hamlin and cats of hamlin. Kindly dont stretch this post to mean pied piper of TED, or rats of TED, or cats of TED. There is no intention of pun and is just a reply to manish sirji's post.
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kulman
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Quote kulman Replybullet Posted: 30/Aug/2007 at 9:59am
...dissecting humor, like frogs, tends to leave the subject dead.
 
 
Life can only be understood backwards—but it must be lived forwards
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omshivaya
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Quote omshivaya Replybullet Posted: 31/Aug/2007 at 2:43pm
AMEN Kulman jee.
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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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 31/Aug/2007 at 3:16pm
Its simply a matter of time, sometimes somethings do well sometimes others do well. In this fall, my portfolio has done quite decently and I hope this week i will manage my all time high. Thats because I love cyclicals and fertilizers, chemicals, oil and gas and shipping have been decent in recovery. Even FMCG has not been a big disappointer... Tisco has also bouinced back very well and its really turning the heats on.......there's nothing to hate cyclicals...and if no one has made money in cyclicals like shipping cement paper or steel, that doesnt prevent us from making money from them for the first time......in life, many things happen for the first time....
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deepinsight
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Quote deepinsight Replybullet Posted: 31/Aug/2007 at 3:23pm

Whoa gents & ladies please take a step back & see where we are.

The forum is a platform for expressing views, methods & processes, discussing companies, bringing in depth through analysis,  psychology, issues impacting our investments and then some more (about comradeship and having some fun).

We share a purpose to learn from what’s working and what’s not. We also share a purpose is to becoming good investors.

On this forum we have multitudes of experiences & profiles.

There are literally hundreds of varients of how one can become a successful investor. (Forex trading, growth investing, early stage growth investing, growth investing only with leaders, deep value, value with growth, value with a trigger,  dividend focussed, cyclical, turnarounds, restructuring and special situations, spinoffs, shorting, Futures and options, charting, etc. etc.)

As we have learnt we need to know what works for us -individually.

This individual formula is a complex residual of what we have learnt, how we have reacted in the past, our successes and failures, our psychological makeup etc. etc. It’s also a never ending process of becoming a good investor.

Here the issues discussed are being mixed with ideology (what is a successful investment for me and what has worked for me) and personal opinions.

There are class investors who have specialized and excelled in a particular process. E.g. Soros(fx), Jim Rogers (commodities), etc.

Everyone is entitled to finding his own groove, method, philosophy and process. That does not mean that is the only method or that his or her method is superior or inferior. We have to respect this diversity.

This forum is a big success because it allows multitude of opinions and learning’s to be expressed. Let’s not harm this.  If someone does not understand or disagrees with an opinion – the right processes has to be - bring depth of argument and explanation to defends one’s rational. This would allow more people to learn, think differently and ourselves also to articulate our own methods.

On a softer note, I was seeing Chakde India and the first half reminded me of this internal infighting – the good news is in Chakde – in the second half - the purpose wins, the team wins and individually the players win.

So chill! & Chakde TED!

 

"Investing is simple, but not easy." - Warren Buffet
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basant
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Quote basant Replybullet Posted: 31/Aug/2007 at 3:23pm

Take a 5 year view Vivek -  that is more helpful.Fertilizers in 15 years have barely doubled or tripled. We are not in the markets to do that.

'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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