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nikrod12
Senior Member
Joined: 15/Jun/2010
Location: India
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Posts: 608
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   Posted: 17/Apr/2012 at 4:11am |
Thanks a lot for efforts Snehalji. I am missing a lot of discussion and knowledge  .
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rapidriser
Senior Member
Joined: 18/Nov/2007
Location: India
Online Status: Offline
Posts: 966
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Posted: 17/Apr/2012 at 8:18am |
Snehal ji Brilliant synopsis. I would like to add just one correction here. The Wockhardt nutraceuticals business is expected to sell at a price close to Rs.1,500-1,600cr. and NOT Rs.2,500cr as I mentioned at the meet. Sorry for the error. However, the original thesis for an investment based on this one off event remains unchanged. I would also like to disclose that I am meaningfully invested in only Divi's. I am planning to enter Ipca on dips. Not decison yet on Wockhardt.
Edited by rapidriser - 17/Apr/2012 at 8:22am
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When all else is lost, the future still remains. - Christian Nestell Bovée
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Jaishrikrishna
Senior Member
Joined: 06/Sep/2008
Location: India
Online Status: Offline
Posts: 1132
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Posted: 17/Apr/2012 at 9:57am |
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Thank you SNEHALJEE,
For a terrific write up on the event, as always,
Was a pleasure meeting you all.
Wrm Rgds.
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Don't Buy and Hold, Buy and Homework / Fish see the bait,but not the hook; Men see the profit, but not the peril.
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Khan
Senior Member
Joined: 03/Oct/2008
Location: India
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Posts: 241
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Posted: 17/Apr/2012 at 10:31am |
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Thanks Snehalji, Vijayji and Manishji for the synopsis and organising the meet and all other members who participated. It made my trip to Mumbai worthwhile.
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If you do what you've always done, you'll get what you've always gotten
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ash7979
Senior Member
Joined: 19/May/2010
Location: India
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Posts: 324
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Posted: 17/Apr/2012 at 10:31am |
SnehalJi,
I really Appreciate your attention to details & your writing skills...
As above synopsys is very detailed & sums up almost everything which we discussed during those 6 hrs of our meeting...
It was my pleasure to meet all fellow TEDdis 
Edited by ash7979 - 17/Apr/2012 at 10:32am
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Fear can hold you prisoner. Hope can set you free....
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 17/Apr/2012 at 10:38am |
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Thanks Snehal ji for your lucid summary you are probably the only one who has attended ALL Ted meets!
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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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snehaldani
Senior Member
Joined: 29/May/2007
Location: India
Online Status: Offline
Posts: 518
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Posted: 18/Apr/2012 at 1:14pm |
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Thank You for kind words, Prabhakarji, Shontouji,Vijayji,Manishji, Nikhilji, Mr.Naik,Mr.Khan and Ashishji. That the synopsis did help fellow members to appreciate the flavour of the meet was itself a reward of Happiness.
Thank You Basantji for observing that I am the only one who has attended ALL 9 TED meets in Mumbai. Yes, it is true and I am equally Happy.
Happy Investing to All.
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Snehal P.Dani
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snehaldani
Senior Member
Joined: 29/May/2007
Location: India
Online Status: Offline
Posts: 518
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Posted: 18/Apr/2012 at 2:53pm |
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What a coincidence ! :
3 of the stocks discussed in the latest TED meet on 14.04.12 are more than 5% up today. The stocks are : Wockhardt (+5.37%), Ipca Labs.( 5.36% ) and Bajaj Finserve (5.23% ).
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Snehal P.Dani
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