Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: Prof Mankekar and his Multibagger Portfolio Post Reply Post New Topic
<< Prev Page  of 32 Next >>
Author Message
tyler_durden
Senior Member
Senior Member
Avatar

Joined: 24/Oct/2006
Location: India
Online Status: Offline
Posts: 1615
Quote tyler_durden Replybullet Posted: 26/Jul/2007 at 12:46pm
Originally posted by basant

Originally posted by SANDEEP

Tylerjee,
 
You are bang on, I have the same question from several years in my mind. If you start with 5K and lets say you have few 100 baggers still you cant have the wealth these guys have generated..
 
Basantjee pls enlighen us !!
 
I was thinking about this and then I realised that the Prof mad ehis biggest money in Pantaloonb retail and FT. In these two stocks an initia investment of Rs 3 crores has become close to Rs 200 crores in 5 years.Wink
 
----------------------------------------------------------------------------------------------
 
warren buffet would not have been richest man if he had just invested his own money....he started limited partenerships with his friends and like minded people...he managed his own and their wealth....he bought insurance company with the money...and used the money kept by insurance company to buy stocks...insurance company's money was free since it had to pay back the money to policy holders after a long gestation period and till then buffet used it and managed it well to reach the pinnacle
If you aren't fired with enthusiasm, you will be fired with enthusiasm.
IP IP Logged
PrashantS
Senior Member
Senior Member


Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
Quote PrashantS Replybullet Posted: 26/Jul/2007 at 5:30pm
But there is one thing ...he made the right investments.
IP IP Logged
tyler_durden
Senior Member
Senior Member
Avatar

Joined: 24/Oct/2006
Location: India
Online Status: Offline
Posts: 1615
Quote tyler_durden Replybullet Posted: 26/Jul/2007 at 6:12pm
he had confidence in his capabilties thts y took money from others...and he showed results thts the reason ppl stayed with him....
If you aren't fired with enthusiasm, you will be fired with enthusiasm.
IP IP Logged
vivekkumar_in
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
Quote vivekkumar_in Replybullet Posted: 26/Jul/2007 at 10:24pm
Originally posted by basant

Originally posted by omshivaya

 
TV-18's e-broking venture too must be kept in mind with Ambit Capital, whenever it comes up. Plus, Media Process Outsourcing.
 
"These two triggers could be especially on Mankekar's mind": Would this be a fair point to make, or am I being overoptimistic on these two.
 
Raghav says that ebroking could become as big as IBulls or Indiainfoline so that statement should not be too optimistic about this MPO I am not so bullish on these things because:
 
a) Dollar rupee
b) Lack of entry barriers. NDTv does it so the concept of durable competitive advantage does not stand.
c) These are not high PE businesses like media.
 
But surely they would add value so to that extent it is helpful.


Just reading though what Bill Gates says on TV & Internet coming together and revolutionizing in next 5 yrs....

I am just visioning something like this..

I have a Dish in US and for Pay-Per-View movies/sports there is a prompt on the screen which says 'Press Select to Buy' and once you do that then the channel shows up and they automatically update your account. This all through just the Dish set box and TV - A phone line has to be connected to the set box. So online transactions are possible with just TV...

Today you watch some analysts talking up a stock in CNBCTv18 and the stock ticker shows 1% up and by the time they are almost half through talking up the stock the stock hits the upper circuit... Likewise on results updates having a Buy/sell based on result...

If only the TV shows a feature to 'Buy this Stock xyz now' feature.. I bet there will be many Mungeri fastest finger first ... Of course you are buying/selling these stocks through the Business Channel's Brokerage Wink..

Imagine such a world ! I just think it may not be very far off.. Just such transactions will come with quick adult lock kind of 4 digit password.. So just couple of clicks one can sell/buy stocks..

Good for us !





Edited by vivekkumar_in - 26/Jul/2007 at 10:24pm
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 26/Jul/2007 at 10:35pm
If only the TV shows a feature to 'Buy this Stock xyz now' feature.. I bet there will be many Mungeri fastest finger first ... Of course you are buying/selling these stocks through the Business Channel's Brokerage Wink..

Imagine such a world ! I just think it may not be very far off.. Just such transactions will come with quick adult lock kind of 4 digit password.. So just couple of clicks one can sell/buy stocks..

Good for us !
__________________________________________________________
 
Wonderful. Is it possible practically if so is IP-TV the link in this chain. You have really come up with a briliant idea!
 
'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
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 26/Jul/2007 at 10:38pm
Wow...great foresight there Vivekkumar jee!
 
The only objection I have to your idea is for having 4 digit adult lock. Actually kids could fare much much better than their Laal fathers so why have that password??
 
 
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
vivekkumar_in
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
Quote vivekkumar_in Replybullet Posted: 26/Jul/2007 at 10:41pm
Technology wise it is possible.. Just an extension of existing technologies..
If one can buy channels, pay-per-view events with click of a button and account gets updated immediately..the transaction medium is in place..only some innovative business leader should see right through it..

With Set Boxes and IP-TVs TV is no longer mass transmission.... it is more becoming personally identifiable like a cell phone/laptop..

I believe it is only a matter of time..
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
IP IP Logged
vivekkumar_in
Senior Member
Senior Member
Avatar

Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
Quote vivekkumar_in Replybullet Posted: 26/Jul/2007 at 10:44pm
Originally posted by kulman

Wow...great foresight there Vivekkumar jee!
 
The only objection I have to your idea is for having 4 digit adult lock. Actually kids could fare much much better than their Laal fathers so why have that password??
 

Thanks Kulman ji !

That may be true.. But what if one of my senile relatives visiting thought they were just flipping channels and sold all my Tv18 and PRIL stocks .Ouch.... I will have to trash them or my dream LCD TV Shocked...


Edited by vivekkumar_in - 26/Jul/2007 at 11:20pm
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
IP IP Logged
<< Prev Page  of 32 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.109 seconds.
Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close