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rapidriser
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Joined: 18/Nov/2007
Location: India
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Posts: 966
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   Posted: 24/Sep/2011 at 6:45am |
Originally posted by subu76
However, a big plus for consumer companies is that we haven't seen to many IPOs or focused consumer mutual fund launches. No non business model IPOs have happened yet. (Honestly I don't know why IBankers are not taking advantage of the positive sentiments) |
At least in undergarments, there have been three new listings - Lovable, Rupa and Lux. While I do not think the consumer bull run has reached its peak, I do agree that fresh investments in this sector at current valuations may not be a good idea. Its better to either wait for a correction or look for a different theme.
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When all else is lost, the future still remains. - Christian Nestell Bovée
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subu76
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Joined: 25/Feb/2008
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Posted: 25/Sep/2011 at 2:52pm |
These undergarment player do have some "clothes". Yeah, I think we have a lot more steam left given that we're discussing downturns
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prabhakarkudva
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Posted: 25/Sep/2011 at 4:29pm |
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Subuji,
I read elsewhere you mentioned Hawkins,TTK etc are 1 billion companies - market cap i assume. Do you mind elaborating a little? What made you conclude this?
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Take your chances and keep them in a box until a quieter time.
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subu76
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Posted: 25/Sep/2011 at 5:46pm |
Prabhakar, Sorry, about that...... i meant upside is sort of capped by 1 billion - 2 billion sort of valuations. Please let me know if the upper cap funda makes sense to you. That is atleast how the businesses appear to me at this point.
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vijayM
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Joined: 21/Dec/2007
Location: India
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Posts: 649
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Posted: 26/Sep/2011 at 11:20pm |
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Profound learnings:
Be in touch with TED
Focus on business model. 13 qualities mentioned by Peter Lynch
Invest for long term
Buy companies with high ROE & ROCE
Buy low market cap companies in comparison to size of business opportunity
...more to learn.
Edited by vijayM - 26/Sep/2011 at 11:25pm
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If a business does well, the stock eventually follows:Warren Buffett
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subu76
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Posted: 12/Nov/2011 at 5:23pm |
On a different note: The success of Bihar in recent times in terms of attracting newer investment and in growing shows that starting off from a lower base helps achieve faster growth percentages
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ash7979
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Joined: 19/May/2010
Location: India
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Posted: 07/May/2012 at 8:03pm |
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Very True...I have also tried my hands with GEODESIC for its low valuation..fortunately, I have not put big money & learn my lesson very fast & without paying big "TUITION Fees"...
Now I don't look any Low PE stock <5 PE...even I feel more comfortable with 40 PE stock than 4 PE stock these days...
Edited by ash7979 - 07/May/2012 at 8:05pm
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Fear can hold you prisoner. Hope can set you free....
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breeze
Senior Member
Joined: 24/Apr/2011
Location: United States
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Posts: 124
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Posted: 07/May/2012 at 8:33pm |
This one I have learnt at TED, would always look at PE 1st earlier.
Originally posted by ash7979
Very True...I have also tried my hands with GEODESIC for its low valuation..fortunately, I have not put big money & learn my lesson very fast & without paying big "TUITION Fees"...
Now I don't look any Low PE stock <5 PE...even I feel more comfortable with 40 PE stock than 4 PE stock these days... |
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You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value,
and in what combinations" John Malone
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