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Buffet, Lynch and other legends - Investing Strategies
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deveshkayal
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Quote deveshkayal Replybullet Posted: 19/Oct/2007 at 7:36pm
Prof.Mankekar holdings in Zee News and Asian Electronics remains the same as on 30th Sep.
 
Champagne Indage and NIIT shareholding pattern are not available right now.
"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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deveshkayal
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Quote deveshkayal Replybullet Posted: 22/Oct/2007 at 4:42pm
Champagne Indage - 390000 shares as on 30th Sep.
"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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nil_money
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Quote nil_money Replybullet Posted: 22/Oct/2007 at 7:31pm
Deveshji ... today there were huge volumes for Champane indage .. i guess about 10 lacs shares were traded ... i doubt if some big investor has offloaded his stake ... any idea?
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Nilesh
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deveshkayal
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Quote deveshkayal Replybullet Posted: 23/Oct/2007 at 12:43pm
DB International bought, CLSA,GS sold.
"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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investor
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Quote investor Replybullet Posted: 23/Oct/2007 at 2:12pm
Yes, DB International seems to be very bullish on the Indian liquor industry.

This is some of their block deal purchases yesterday:

55 lac shares of UB Holdings at 940.
44 lac shares of United Spirits at 1651
8.7 lac shares of Mcdowell holding at 204
12 lac shares of United Breweries at 350
36 lac shares of Radico Khaitan at 180
102 lac shares of Champagne Indage 685.
 

Originally posted by deveshkayal

DB International bought, CLSA,GS sold.
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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omshivaya
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Quote omshivaya Replybullet Posted: 23/Oct/2007 at 4:48pm
Anything that is available to the niche upper-class market, will one day come trickling down to the masses too. It happened in computers and mobile phones and wine industry should be no different I feel, especially with the growing affluence of the Indian middle-class.
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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basant
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Quote basant Replybullet Posted: 23/Oct/2007 at 5:56pm
Originally posted by investor

Yes, DB International seems to be very bullish on the Indian liquor industry.

This is some of their block deal purchases yesterday:

55 lac shares of UB Holdings at 940.
44 lac shares of United Spirits at 1651
8.7 lac shares of Mcdowell holding at 204
12 lac shares of United Breweries at 350
36 lac shares of Radico Khaitan at 180
102 lac shares of Champagne Indage 685.
 

Originally posted by deveshkayal

DB International bought, CLSA,GS sold.
 
I hope these guys are not drunk.On a serious note DB is the most conservative of all brokerages and I always learn a thing or two about fundamental analysis from their reports.
 
Their sell call on YES Bank (let us put the recommendation aside) was brilliantly explained but that they took wrong number sfor calculation of NIM and RoA is another matter altogether.
 
 
'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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tigershark
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Quote tigershark Replybullet Posted: 23/Oct/2007 at 10:14pm
THERE WAS A BLOCK DEAL OF 1CR SHARES OF UB TODAY WAS IT AGAIN DB
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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