Hi Teddies,
I discovered TED around 2-3 months back while doing a google search on some stock, don't remember which one. I realized soon that this is pehaps the best discussion forum sites among all I have visited till date. And what makes it great seems to be the Leader Basant and some great minds of Devesh and many more - the reserach is very well focussed and empahis is always on long term and no distractions. This is also a wealth of knowledge with the people very enthusiasitcally sharing things via different threads. I have recommended this site to some of my other friends too.
- Name : Vishal Bharti
- Age : 32
- Location : Noida, UP.
- Occupation : Application Engineer, Cadence( VLSI software company)
- Interests : watching CNBC, stock investing, now reading into various TED forums
- Investing styles - I am an Investor. But not a long term one, starting to become long term one after I get an active and experienced circle at TED which gives confidence and also gives more sureity on some self convictions
- Investing Legends - RJ
My current stock holdings:
a. Morgan Stanley Growth Fund ( 25%) - holding since last two years.
- has a holding of really good stocks, provides stability to my portfolio, at the same time , available at discount to NAV which should bridge up sooner than later.
b. Axis Bank(11%) - TED inspired me to add this in Nov 2007.
- i had to make a choice among some private sector banks, ted halped in narrowing down the choice
c. Reliance Capital(11%) - holding since Sep 2007
- Full Financial play, Multiple high growth engines
d. Yes Bank(7%) - TED inspired me to add this in Dec 2007
e. Core Projects(20%) - holding since Sep 2007
- Play on high growth education sector, bought it when relatively very cheap compared to Educomp, but has doubled since then.
f. 3i Infotech(5%) - holding since last 6 months
- domestic infotech play, also some E-gov projects which may throw a large opportunity I think.
g. Exide(5%) - holding since last three months
- play on batteries, bonus of Insurance play.
h. PTC(7%) - holding since last 6 months
- proxy play on Power sector, should be a beneficiary of increasing available Power, In Dec 2007 they shared a presentation on thie website which seems inspiring
i. PFC(6%) - holding since last 6 months
- play on Power sector
j. HDIL(5%) - bought today
- play on Mumbai real estate.
As of today, I am positive in all the above stocks.
I have been investing in the markets for long , seen Harshad mehta's days (still have some company's Share Certificates which vanished...) and also seen ketan Parikh's days - Lost lots of money in 2000 in DSQ. re-entered in 2003 with an aim of always having a margin of safety by investing in credible companies( that's the reason for having MSGF long term holding..) - the TED really helps I believe in testing and confirming some of your convictions and understanding even better and better what is investing ......- Helps in more easily living and believing in the RJ quote - "Patience and conviction will get tested" .
Regards,
Vishal
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
IP Logged
