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tyler_durden
Senior Member
Joined: 24/Oct/2006
Location: India
Online Status: Offline
Posts: 1615
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   Posted: 31/Jul/2007 at 6:32pm |
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If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 07/Aug/2007 at 12:54pm |
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The Prof also holds NIIT. I have updated the portfolio on the first page.
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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: 03/Sep/2007 at 11:26pm |
Uday Kotak on Shivanand Mankekar
I must mention that one of the very important influences in my life was Shivanand Mankekar who was our professor in the MBA course. I used to go with him to the stock market almost every day, it was a great learning experience.
I remember the first lecture of Prof.Mankekar. He asked,"How do you value a company?" Someone said by net profit, somebody else said by assets. He said,"All wrong.You value a company on its cash flow."
Source: Moneylife
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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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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 03/Sep/2007 at 1:24am |
I was wondering: What about this "cash flow" logic of Mankekar ji, in context of his biggest holding perhaps: Pantaloon
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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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luke123
Senior Member
Joined: 02/Sep/2007
Location: India
Online Status: Offline
Posts: 427
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Posted: 04/Sep/2007 at 6:08pm |
I want to create a new topic in this forum to write about my favourite finance guy. I don't have the rights. Basant ji if you can give me the right??
My fav quote from him "Companies should raise money from market when the market is willing to give it rather than when it needs money"
I am talking about the ex-junk bond king Michael Milken.
Luke
Little else is requisite to carry a state to the highest degree of opulence from the lowest barbarism but peace, easy taxes, and a tolerable administration of justice: all the rest being brought about by the natural course of things--Adam Smith
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ndzapak
Senior Member
Joined: 13/May/2007
Online Status: Offline
Posts: 229
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Posted: 04/Sep/2007 at 6:11pm |
Originally posted by omshivaya
I was wondering: What about this "cash flow" logic of Mankekar ji, in context of his biggest holding perhaps: Pantaloon |
I guess he is betting on huge cashflows in the future !
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the Equitydesk is the best
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sureshb
Newbie
Joined: 06/Aug/2007
Location: India
Online Status: Offline
Posts: 17
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Posted: 02/Oct/2007 at 10:12am |
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any idea what the prof is investing in now?His zee news is a favourite of reliance mutual fund but it is not going above 60-65 range?
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 02/Oct/2007 at 10:23am |
Zee Newshas doubled over the past 6 months. Give it some time.
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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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