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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
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manish_okhade
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Quote manish_okhade Replybullet Posted: 07/Feb/2013 at 10:47am
Basant Sir,
 
Any link to see Samir Arora's portfolio?
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basant
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Quote basant Replybullet Posted: 07/Feb/2013 at 11:49am
Originally posted by manish_okhade

Basant Sir,
 

Any link to see Samir Arora's portfolio?


Not in the public domain.
'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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Quote chriskb Replybullet Posted: 08/Feb/2013 at 12:06pm
Originally posted by kmp_saij

Originally posted by coolcarney

I was wondering whose mistake is bigger, my position in Opto or Samir Arora's in Arshiya. How to deal with this situation? Sell it outright or may be watch the management clarify or what? The point is, he is a bigger player and made a mistake. Its painful to take a loss but it feels better once you have taken it as per my past experience. Should I or should I not is the question I am asking myself.



Both Opto and Arshiya will make good case study for future investors. Both should be looked into case to case basis. Let's take lesson and move ahead.

Disc: I bought Opto @145 and sold @105 after sharp fall started. In such situations we have to react quickly.
 
Add Zenith Birla to the list.
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subu76
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Quote subu76 Replybullet Posted: 08/Feb/2013 at 1:57pm
Originally posted by kmp_saij



Disc: I bought Opto @145 and sold @105 after sharp fall started. In such situations we have to react quickly.


Thanks for sharing. This is great job.

Most investors would have held on waiting for a rebound while you cut your losses and moved on.
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Khan
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Quote Khan Replybullet Posted: 08/Feb/2013 at 2:23pm
That is commendable. Thanks for the info.

Originally posted by basant

Unlike other fund Managers Samir Arora actually puts his money into his own funds. He was also holding Arshiya in personal capacity.
If you do what you've always done, you'll get what you've always gotten
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Quote smartcat Replybullet Posted: 08/Feb/2013 at 2:31pm
Samir Arora is a hedge fund manager, and not just a MF fund manager. And in the hedge fund industry, the manager of the fund is expected to put in his money.

It's the norm, but not a rule though.
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subu76
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Quote subu76 Replybullet Posted: 08/Feb/2013 at 4:18pm
Originally posted by coolcarney

I was wondering whose mistake is bigger, my position in Opto or Samir Arora's in Arshiya. How to deal with this situation? Sell it outright or may be watch the management clarify or what? The point is, he is a bigger player and made a mistake. Its painful to take a loss but it feels better once you have taken it as per my past experience. Should I or should I not is the question I am asking myself.



It may be worth remembering that a big investor can only walk away by killing the price. Might be easier for an
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amitgoyal
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Quote amitgoyal Replybullet Posted: 22/Sep/2013 at 5:15pm
This stock has truly and massively destroyed wealth and caused a lot of suffering to Thousands of investors!!! This company will truly remind everyone how one can never be 100% sure and confident about a management's true intentions. A Very good lesson for the future. As they say there are No Mistakes Only Learnings !!!

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Amit Goyal
Tough times don't last, tough people do.
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