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nitin_jagtap
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Joined: 29/Dec/2007
Location: India
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Posts: 1283
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   Posted: 19/Jan/2008 at 10:37am |
Originally posted by tigershark
can 4 smart minds be wrong on this one----DISH TV. KB, GS, AP,AND PM. wouldnt have these guys taken into account competition as one of the risk factors. |
Thats food for thought and lastly subhash chandra himself has been a pioneer himself when it comes to picking new trends in the media and ent space much before the competition smelt the opportunity ,yes the group has been low on corp governance and transparency index and some of their projects havent done as per expectation but probably this could be case of a average management in a great business, something that buffet would look for.
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Warm REgards
Nitin Jagtap
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prashantmohta
Senior Member
Joined: 23/Jul/2006
Location: India
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Posts: 1074
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Posted: 19/Jan/2008 at 11:04am |
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all his stocks are non cyclical except india infoline.
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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903
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Posted: 19/Jan/2008 at 11:24am |
Add Samir Arora, Reliance Mutual Fund Managers and our own Basantji to that Dish TV list.
India Infoline is a diversified financial services company, not only brokerage. Cannot be compared with Indiabulls or Rel Cap bcoz the later are not in Institutional broking but are contemplating. At around 7800crs market cap, its not as expensive. Equity dilution is bcoz of expanding the business which will grow aggressively as CLSA and Kotak guys brings client to the company. Relationships play an important role in Financial services. There is space for everyone in financial services.
Disclosure: I have vested interest in both the stocks.
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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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Julian
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Joined: 12/Jan/2008
Location: India
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Posts: 5
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Posted: 20/Jan/2008 at 12:59pm |
If mankekar has already made so much money, what is his motivation for making more money in the shortest time. He may prefer to safeguard his wealth by make safe bets only. What is his motivation now?  How can we be sure that Prof. Mankekar works as hard as before to multiply his wealth. 
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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posted: 20/Jan/2008 at 1:53pm |
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Excellent point Julian jee. Very logical indeed.
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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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gcpradhan1
Senior Member
Joined: 03/Jul/2007
Location: India
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Posts: 570
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Posted: 20/Jan/2008 at 3:15pm |
Originally posted by Julian
If mankekar has already made so much money, what is his motivation for
making more money in the shortest time. He may prefer to safeguard his wealth by make safe bets only. What is his motivation now?
How can we be sure that Prof. Mankekar works as hard as before to multiply his wealth.
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Prof might have woked very hard and has so much conviction in his hardwork,study and research, which itself ensure protection of his already owned wealth. Besides, his motivation may not be in pure monetary sense, rather he has a passion for investing !!
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Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years - Buffet
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nitin_jagtap
Senior Member
Joined: 29/Dec/2007
Location: India
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Posts: 1283
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Posted: 20/Jan/2008 at 4:24pm |
Originally posted by gcpradhan1
Originally posted by Julian
If mankekar has already made so much money, what is his motivation for
making more money in the shortest time. He may prefer to safeguard his wealth by make safe bets only. What is his motivation now?
How can we be sure that Prof. Mankekar works as hard as before to multiply his wealth.
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Prof might have woked very hard and has so much conviction in his hardwork,study and research, which itself ensure protection of his already owned wealth. Besides, his motivation may not be in pure monetary sense, rather he has a passion for investing !! |
The same thing that motivates Buffet or for that matter RJ or even RD, the thrill probably lies in the whole process itself without worrying too much about the end result. 
Edited by nitin_jagtap - 20/Jan/2008 at 4:24pm
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Warm REgards
Nitin Jagtap
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investor
Senior Member
Joined: 06/Sep/2006
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Posts: 1745
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Posted: 20/Jan/2008 at 11:08am |
Anyone can wrong on an investment idea, even Buffet made mistakes. So just because these four or the top 40 fund houses invest in a particular stock dosent mean that its right, there is always a possibility that the story dosent work out. my (humble!) two cents 
Originally posted by tigershark
can 4 smart minds be wrong on this one----DISH TV. KB, GS, AP,AND PM. wouldnt have these guys taken into account competition as one of the risk factors. |
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The market is a place where people with money meet people with experience.
The people with experience get the money while people with money get experience!
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