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gwhunting
Senior Member
Joined: 07/Dec/2007
Location: India
Online Status: Offline
Posts: 140
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   Posted: 10/Jan/2008 at 12:44pm |
Originally posted by omshivaya
And what has he been credited with, that he does not deserve? What you wrote is true for Bill Gates much more than Steve Jobs. |
He has been credited with making all the Apple products... which is NOT true..
Now, I have nothing against Steve Jobs. I think that he is a great businessman and one of the best marketing manager in the world.. but he is NOT innovator of all these produts..
I agree that what I said is also true for Bill Gates, but you see when people comare Billy G with Steve they always say how Steve has invented all these products while Bill copies him and others..See, in tech industry everyone copies everyone otherwise there wont be any great products..
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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 18/Jan/2008 at 7:03pm |
Prof. Mankekar December Portfolio
| Company |
CMP |
Shares |
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| Pantaloon Retail (India) Ltd. |
735 |
2287980 |
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| India Infoline Ltd. |
1471 |
1872500 |
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| Dish TV |
82 |
5000000 |
|
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| NIIT |
132 |
1650000 |
|
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| Balaji Telefilms |
300 |
860000 |
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| Zee News |
70 |
2400000 |
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| Asian Electronics |
506 |
300000 |
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| Champagne Indage Ltd. |
760 |
390000 |
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| Radico Khaitan |
142 |
2646500 |
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| Galaxy Entertainment Corpn. Ltd. |
100 |
297302 |
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| PVR |
300 |
650000 |
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Source: bseindia.com and internet search.
Prof. Mankekar bought an additional 82500 shares of Pantaloon Retail (India) Ltd and sold 4500 shares of India Infoline Ltd. in the Oct-Dec 2007 period.
Except for Balaji Telefilms, Radico Khaitan and Galaxy Entertainment, We at The Equity Desk are actively discussing the above stocks mentioned.
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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: 18/Jan/2008 at 7:48pm |
Originally posted by gwhunting
Originally posted by omshivaya
And what has he been credited with, that he does not deserve? What you wrote is true for Bill Gates much more than Steve Jobs. |
He has been credited with making all the Apple products... which is NOT true..
Now, I have nothing against Steve Jobs. I think that he is a great businessman and one of the best marketing manager in the world.. but he is NOT innovator of all these produts..
I agree that what I said is also true for Bill Gates, but you see when people comare Billy G with Steve they always say how Steve has invented all these products while Bill copies him and others..See, in tech industry everyone copies everyone otherwise there wont be any great products.. |
I am sure almost no one credits him with having invented the products, but yes he has been a large visionary behind most of them. Comparing BG and SJ would be a sin. I would recommend you to go deeply thru Apple's and Microsoft's history(if you you haven't).
Anyhow, I respect your opinion and you have all the right to your opinion and let's just leave it @that.
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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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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
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Posted: 18/Jan/2008 at 8:07pm |
Apple and Steve jobs on Professor thread !!
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India_Bull forever Bull !
www.kapilcomedynights.com
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 18/Jan/2008 at 8:15pm |
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Sorry, my apologies! This was be last post in regard to Steve on this thread. Admin may remove my earlier posts if he/she sees fit.
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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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italics
Senior Member
Joined: 15/Aug/2007
Location: India
Online Status: Offline
Posts: 112
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Posted: 18/Jan/2008 at 9:15pm |
Anyone have any idea what could be the idea behind the Prof taking an exposure to Radico Khaitan? Has anyone studied this company? Any inputs?
It does fit into the whole domestic consumption story, albeit domestic whiskey consumption!
And India is the the world's largets whiskey market, but the sector is also plagued by hi duties and controls, so am wondering what could be the profs rationale?
Basantji would you have any idea?
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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
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Posted: 18/Jan/2008 at 9:39pm |
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they have a tie up with ernesto gallo one of the worlds largest wine producers and mkting cos based out of california.the prof feels india will become a big wine consuming mkt and so does dr vijay mallya
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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johnnybravo
Senior Member
Joined: 17/Jan/2007
Online Status: Offline
Posts: 533
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Posted: 19/Jan/2008 at 12:20pm |
Thanks Devesh, u did 99%, I will do the rest 1%.  This portfolio in TED understandable format, is:
| Pantaloon Retail (India) Ltd. |
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25.72 |
| India
Infoline Ltd. |
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42.13 |
| Dish
TV |
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6.27 |
| NIIT |
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3.33 |
| Balaji
Telefilms |
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3.95 |
| Zee News |
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2.57 |
| Asian
Electronics |
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2.32 |
| Champagne
Indage Ltd. |
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4.53 |
| Radico
Khaitan |
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5.75 |
| Galaxy
Entertainment Corpn. Ltd. |
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0.45 |
| PVR |
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2.98 |
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Saab Moh Maya hai!
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