| Author | Message | ||
Jalsa Legend Username: Jalsa Post Number: 31590 Registered: 02-2008 Posted From: 159.53.78.143 Rating: N/A |
Govt to unlock 3lac crores worth of projects annaaru...which companies will benefit from this? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 301 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i too made my wife read the first pages. she was on leave and was bored so she read it and after that she was not as reluctant as before | ||
Ustad Megastar Username: Ustad Post Number: 24722 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Same issue. They think stocks are gambling & I've decided to have her read just page 1 of thoughtful investor. I know it will not convince her but will be a move in right direction. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 300 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i want to go 75% into equities if i had my way but unfortunately having to invest in RE to keep the parents and wife happy but was able to convince them that my future saving will be into equities. Right now i have 30% into equities. | ||
Ustad Megastar Username: Ustad Post Number: 24721 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I think the group which was cashing out of granules seems to be done. I sense some strength in Granules with low 80's offering good support. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24720 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Do you follow any capital allocation rules like X% in stocks, Y% in RE etc Currently, my allocation is low & I plan to go up to 50% in stocks. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 299 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
if market crashes more i plan to sell hawkins and increase allocation to other stocks. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 298 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
yes. added more of granules. it did not crash much though. was hoping it would crash more  . out of cash now. 100% invested. | ||
Ustad Megastar Username: Ustad Post Number: 24719 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
You are right about today's sell-off. Did you add anything today? The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 297 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i own kitex but only 6% of my portfolio. | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19220 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
kitex entha mandhiki undhi PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24718 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Page add cheddam ante account khali...damn The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3875 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
ivala markets denkai kada | ||
Ustad Megastar Username: Ustad Post Number: 24717 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
30% compounder ante earnings are growing at 30% per annum. Stock price will not move linearly with earnings. Once market can predict future earnings, secular growth monopoly like page with 30% growth and 50%+ ROE will command a premium. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahiz Junior Artist Username: Mahiz Post Number: 411 Registered: 10-2012 Posted From: 75.66.168.172 Rating: N/A |
03 June 2010 - 840 INR 02 June 2015 - 16700 INR 30% Compounded ante price should be 3200 INR currently .. for simplicity , i did not calculate dividends , and there are no share splits/bonuses too .. 30 % Compounded ela aindhi bhayya ?? | ||
Pidugu Junior Artist Username: Pidugu Post Number: 296 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
Market paying for quality. Page is deliberately controlling margins.. Low cotton prices.. Tier iii market still untapped.. | ||
Ustad Megastar Username: Ustad Post Number: 24714 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
It's a 30% compounder and in the current market there are very few companies which can deliver such numbers consistently. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahiz Junior Artist Username: Mahiz Post Number: 410 Registered: 10-2012 Posted From: 75.66.168.172 Rating: N/A |
http://www.screener.in/company/?q=532827 Page enduku intha rise avuthundhi .. any reasoning ..results are just following on the very good path , that they have set .. 18,000 CR INR anta Market Capitalisation .. awesome .. Very Minor Shareholder ni nenu page lo | ||
Guess Junior Artist Username: Guess Post Number: 174 Registered: 04-2012 Posted From: 146.127.253.44 Rating: N/A |
wow..chaala discussion miss ayyanu did not realize this thread is moved here biggest losers for me Gruh, Atul Auto, TIIL please advice to hold on to these or book loses and move on | ||
Jalsa Legend Username: Jalsa Post Number: 31574 Registered: 02-2008 Posted From: 159.53.174.141 Rating: N/A |
They are very slow! Just Saying they'll launch only when they can make life easy for housewife is not enough. I think they've been saying this for more than a year. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31573 Registered: 02-2008 Posted From: 159.53.174.141 Rating: N/A |
True. Read first few chapters of "More than you know" book, if possible. The readings and re-readings of few books is helping me in behavioral aspect. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24712 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
More wealth will be lost by selling a winner too early than by holding it till it's a little too late - BM The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 295 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
even i am for it. i made an error buying hawkins in the first place. i bought it thinking about its foray outside cookers which did not happen. except hawkins, ipca labs and prima all my other scrips are growth oriented picks. i plan to stick to growth oriented companies in future. | ||
Ustad Megastar Username: Ustad Post Number: 24710 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Cool The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24709 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Congrats. I am in since 5 years and learned a bit through hard knocks of US market. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24708 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
This is the hardest thing to master. Next year I plan to focus on this area. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 294 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i will be completing one year as investor in another 8 days. started buying equities in 2007 and ran away after 2008 crash. entered again last year after educating myself better. | ||
Ustad Megastar Username: Ustad Post Number: 24707 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
My main sell criteria is growth slowdown and seldom companies go back on growth path after slowdown (there are exceptions). The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 293 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
it is very difficult to overcome the behavioral aspects. we will be tempted to see the ticker. investing is more to do with behavioral aspect than analytical aspect. also we need to look back at what worked and what did not work and what went wrong at time of decision making. | ||
Jalsa Legend Username: Jalsa Post Number: 31572 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
This is what I do. I don't check the ticker again. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24706 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
BM talked about it in Thoughtful Investor. Once he sells a loser, he doesn't look back and check the ticker ever again. It will help avoid the confusion you are talking about. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 292 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
yep. selling 10% at a time. will get more confident if this works well.. if hawkins bounces back i will be again confused in future.. | ||
Ustad Megastar Username: Ustad Post Number: 24705 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
With some many high quality stocks around..keeping losers doesn't make sense. I used to face similar issue few years ago. Bite the bullet and move on. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Pidugu Junior Artist Username: Pidugu Post Number: 291 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
bata is already at a high PE. do you think it can grow at 25-30%?. anything you see to be sure of that growth? | ||
Jalsa Legend Username: Jalsa Post Number: 31571 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
doubtaaaa????????????????? mav digithey manaki pandagey.....hoping he'll jump on granules as well  Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 290 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
cool. i own repco as well. ajanta pharma, shilpa medicare and page have been doing great for me. hawkins is a drag. i am having difficulty selling my loosers.. working to overcome this bias. As a start selling little qty. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 289 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
even 25 pct rate cut will disappoint anukunta as it is already priced in for more.. mkt may be expecting 50 pct.. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 288 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
omg. mav seems to be already rich. first buy ne 200 qty ante inka staggered buying taruvata oka 800-1000 kontademo. | ||
Ustad Megastar Username: Ustad Post Number: 24704 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Cool. I added some more Granules and Repco. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31570 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
Bata meedha research cheyaali anukuntunna. Extremely strong brand, temporary correction due to their tech upgrades....consumption pick up ayithe they'll be good. But, have to see how they resonate with younger generation. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19213 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
ya chala bagundhi .. PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24703 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
cool. valupickr 2 good asalu. Mana desis edi chesina kummestaru. Aa analysis & info rachooo rachaaa. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19212 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
ithay repu inka koni stocks lo add chesukovachu PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Jalsa Legend Username: Jalsa Post Number: 31569 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
rates taggincharu anaa? GDP 7.5 antey decent enough.... Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 287 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
i added more of granules today. bought 50% of intended qty. i am expecting a broader market crash after rbi meet tomorrow. trying to time even though it may be a futile exercise. | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19211 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
adhi miss iyanu kani valuepickr nunchi aa copy chesnau PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24702 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Twitter lo pettadu anukunta. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31567 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
page 200 shares aa....super amma....you can retire by next year. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19210 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
 PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24701 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
One shot lo 34L (17,000 * 200) invest chesava  The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31566 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
valuepickr baaney follow avuthunnaaru andharu.. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19209 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
 PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Maverick Legend Username: Maverick Post Number: 56954 Registered: 01-2008 Posted From: 108.171.131.188 Rating: N/A |
pattumani 200 shares kooda raaledu.. Happy Vizag | ||
Ustad Megastar Username: Ustad Post Number: 24699 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Mav enter ayyadu ante next target 20K..."yes I am saying that" The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24698 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
 The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24697 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Exactly. All high quality and high growth stocks will always sell for a premium. Just looking at PE will not help. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24696 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
 The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19207 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
"Investors do not lose because of high PE. They lose because of faulty management or growth coming down." ~BM PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Maverick Legend Username: Maverick Post Number: 56953 Registered: 01-2008 Posted From: 108.171.131.188 Rating: N/A |
added PAGE yesterday Happy Vizag | ||
Jalsa Legend Username: Jalsa Post Number: 31565 Registered: 02-2008 Posted From: 159.53.46.140 Rating: N/A |
kiki antha ledhu bro. I was very impressed when I was going through their AR. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19206 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
page is going nonstop.. PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Pidugu Junior Artist Username: Pidugu Post Number: 286 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
jalsa bro has golden hand | ||
Ustad Megastar Username: Ustad Post Number: 24695 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Kummu Page Kummu  The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31562 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
Oh ok Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24691 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
He is trolling other analysts and stock experts who call his picks over valued and troll his 65% CAGR claim. All his media recommendations like Page, Gruh, Repco, Granules delivered excellent growth when other companies are struggling to grow at single digit. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Jalsa Legend Username: Jalsa Post Number: 31561 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
???????? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19199 Registered: 09-2010 Posted From: 71.207.47.48 Rating: N/A |
chesukovachu..India nunchi trade chestharu. PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24688 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
BM trolling: If companies can manage only this with 7.5% GDP growth a 20% growth in earnings would need at least a 25% GDP growth! The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
Ustad Megastar Username: Ustad Post Number: 24687 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Legal status (GC/USC etc) unte chesukovachu. BTW, india move ayithe ikkada stocks light teesukovachu. Indian market lo returns better untayi. The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet | ||
2009 Side Hero Username: 2009 Post Number: 2534 Registered: 07-2008 Posted From: 72.24.251.127 Rating: N/A |
annay, INDIA ki permanent move ayintharvaatha US stocks trade cheskovachhaa? | ||
Jalsa Legend Username: Jalsa Post Number: 31559 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
What do you think of Pantaloon's and Aditya Birla group's merger? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 285 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
They will ship to US. You have to pay for shipping extra | ||
Maverick Legend Username: Maverick Post Number: 56811 Registered: 01-2008 Posted From: 108.171.130.188 Rating: N/A |
parents coming..no idea of direct shipping Happy Vizag | ||
Ustad Megastar Username: Ustad Post Number: 24680 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
U di neeku already telusu. M ki text cheyyi cheptadu. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31548 Registered: 02-2008 Posted From: 107.77.70.87 Rating: N/A |
nenu order cheyaledhu ga. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31547 Registered: 02-2008 Posted From: 107.77.70.87 Rating: N/A |
U and M ikkada ettandayya mee pf size. Ikkada edithey evaro okaru mosam chestaranaa enti. Naadhi cheppukuney range lenantha chinna amount Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24679 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I think they do for some extra charge. Jalsa might know more details. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 403 Registered: 10-2012 Posted From: 146.18.173.103 Rating: N/A |
Direct US shipping cheyaru anukunta kada bhayya .. | ||
Maverick Legend Username: Maverick Post Number: 56799 Registered: 01-2008 Posted From: 108.171.130.187 Rating: N/A |
akkada order pedite, oka mail vastundi..with order number..they provided bank details..u need to transfer money to that bank account, provide proof and quote this number and email them..u should get the book. i am getting it next week Happy Vizag | ||
Maverick Legend Username: Maverick Post Number: 56798 Registered: 01-2008 Posted From: 108.171.130.187 Rating: N/A |
will text Happy Vizag | ||
Mahiz Junior Artist Username: Mahiz Post Number: 402 Registered: 10-2012 Posted From: 199.82.243.104 Rating: N/A |
http://www.thethoughtfulinvestor.in/ India nunchi friend is bringing it here .. | ||
Chiru_fan Megastar Username: Chiru_fan Post Number: 22835 Registered: 04-2008 Posted From: 104.129.194.49 Rating: N/A |
/Basant Maheswari .. book order chesanu / yekkada order chesaaru? CHIRU - SACHIN - FEDERER | ||
Ustad Megastar Username: Ustad Post Number: 24672 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
First you then I will reveal my number (even watsapp is ok) Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Maverick Legend Username: Maverick Post Number: 56795 Registered: 01-2008 Posted From: 108.171.130.187 Rating: N/A |
how much did u start with, dont tell if u dont want to.. Happy Vizag | ||
Ustad Megastar Username: Ustad Post Number: 24671 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Credit to Feelgud & Pidugu for introducing BM & recommending this book. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 401 Registered: 10-2012 Posted From: 199.82.243.104 Rating: N/A |
Yeah Bro .. Nee Comments Chusanu idhi varaku ee book gurinchi .. also youtube lo BM gari videos unnayi IIM sessions lo .. thought that , i need to get it .. friend is coming from India , so he is bringing it along .. | ||
Ustad Megastar Username: Ustad Post Number: 24668 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I feel this is the best Rs. 1000 I ever invested. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24667 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I am totally bullish on Page & it is biggest allocation in my pf. I did the best I could and will accumulate more as I pump in more cash. Of course, due to it's high pe multiple, one needs to get out as soon as signs of slowdown are visible. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 400 Registered: 10-2012 Posted From: 146.18.173.103 Rating: N/A |
Basant Maheswari .. book order chesanu .. Page Industries inka konni konalisindhi | ||
Kurt_cobain Junior Artist Username: Kurt_cobain Post Number: 13 Registered: 01-2014 Posted From: 117.195.190.14 Rating: N/A |
Experts...Is it a good time to enter Ajanta Pharma now( after today's run ) or I should wait for a correction ? | ||
Pidugu Junior Artist Username: Pidugu Post Number: 284 Registered: 12-2009 Posted From: 49.205.20.192 Rating: N/A |
Yes. It is a concern since management quality is unknown but business is doing good. | ||
Ustad Megastar Username: Ustad Post Number: 24659 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Lot of cash in current account. Isn't this something to be worried? Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19165 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
page kitex ajantha shilpamed.. too much perigiayi ee oka roju.. PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24658 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
India's GDP grew at 7.5%. Today might be a start of next big run. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24656 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Alda toh jarigindaaaaa....Shakeela ne better kada Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24655 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Jalsa is kidding. US lo antha returns osthe indian market lo enduku enter avutanu. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31541 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
deenamma alda vachindhi kala lo ki....aithe nijamey cheppaanu anamaata
he is the man machine tyre. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31540 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
btw, mana batchee andharini ikkadiki teesukochei annai Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31539 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
inka perigindhi sideways valla, giving a chance to get in or accumulate Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31538 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
naadhi small position kaani mahaa thrilling ga undhi. valuation param ga choosi konalanukuntey assalu list lo ki vachedhey kaadhu. but roe > 50% antey it should demand premium valuation. Yesterday + today 10% gain in page PI position accumulate chestunna. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Pidugu Junior Artist Username: Pidugu Post Number: 283 Registered: 12-2009 Posted From: 144.160.98.92 Rating: N/A |
Ustad bro, US lo 35% compounded na..salute to you.. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 282 Registered: 12-2009 Posted From: 144.160.98.92 Rating: N/A |
crazy day.. ajanta pharma +9%, shilpa medicare +9%, page +7%, kitex +13%, hawkins -7%. overall PF up 5% so much volatility.. ineffecient market theory into play. | ||
Pidugu Junior Artist Username: Pidugu Post Number: 281 Registered: 12-2009 Posted From: 144.160.98.92 Rating: N/A |
varini..section maarchara.. i thought people lost interest due to sideways market and stopped discussing page is on fire. Haven't bought personally though after 10000 as my position size is already big in my portfolio. | ||
Ustad Megastar Username: Ustad Post Number: 24654 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
 Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Crazy Junior Artist Username: Crazy Post Number: 157 Registered: 02-2011 Posted From: 76.126.211.98 Rating: N/A |
After holding for eight years, sold all the shares in Astral poly. Nice multi bagger | ||
Ustad Megastar Username: Ustad Post Number: 24645 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Abhadalu chepte night dream lo shakeela ninnu rape chestadi...inka nee istam Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31532 Registered: 02-2008 Posted From: 159.53.46.143 Rating: N/A |
actually kummu ustad kummu....deenamma US market lo 35% compounded...desam lo already 25% compounded.....mothhhhhhhhhham pindeseyi Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24642 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Kummu Jalsa Kummu Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31526 Registered: 02-2008 Posted From: 159.53.110.140 Rating: N/A |
Page good results up 5% Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24589 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Kummu Jalsa Kummu Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19109 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
last month varaku 600 lo undhi .. repu add cheyali PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Jalsa Legend Username: Jalsa Post Number: 31489 Registered: 02-2008 Posted From: 159.53.174.142 Rating: N/A |
PI limit order for 680 fill ayindhi. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19082 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
 PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Jalsa Legend Username: Jalsa Post Number: 31456 Registered: 02-2008 Posted From: 159.53.110.140 Rating: N/A |
kummu maheshaa kummu...oka koti ettaaavaa indian market lo? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19063 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
thanks mastaru PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24523 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Secular growth business Excellent management (Has reputation like Tatas) Earnings growing at 50% ROE is 30% Low Debt Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19047 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
page 13k degara add cheyalisnhdi mastaru miss iyanu earnings dhaka wait chesthanu .. pi gurinchi chepandi endhuku add chesaru ... PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24522 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Cool. Nenu GRUH, RECPO, Granules, Page and PI. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19046 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
gruh repco ,granules cera.. ink add cheyali koni ..emi add cheyalo aa price ki add cheyalo ardham kavatam ledhu. ajantha pharma .. page add cheyali PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24520 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Indian stocks emi konnavu? Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19032 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
nice one PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Ustad Megastar Username: Ustad Post Number: 24481 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Buy & hold and butterflies: https://dl.dropboxusercontent.com/u/28494399/Blog%20Links/Me dia_Questionnaire.pdf Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24476 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Yep. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31419 Registered: 02-2008 Posted From: 159.53.78.141 Rating: N/A |
Page and PI rachha rachha Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24474 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
no Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 387 Registered: 10-2012 Posted From: 75.66.168.172 Rating: N/A |
Ee technicals is a part of some trading package? | ||
Ustad Megastar Username: Ustad Post Number: 24473 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
14400 is breakout for page. No resistance from here. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 386 Registered: 10-2012 Posted From: 75.66.168.172 Rating: N/A |
Vammo Page on Fire.. | ||
Ustad Megastar Username: Ustad Post Number: 24472 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Page  Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24468 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
World bank, JPM etc are projecting 7.5% growth for this year. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31410 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
Indian economy downturn lo undhi antunnaru, still market is zooming!!! Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24467 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
manchi Qtr result set ayithe page ni pattokolemu. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31409 Registered: 02-2008 Posted From: 159.53.46.142 Rating: N/A |
appudey konnaa Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24464 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Or it will set a new 52 week record. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31408 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
Monnaney ga correct ayindhi 52-wk high nunchi? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 385 Registered: 10-2012 Posted From: 146.18.173.105 Rating: N/A |
Page is near to 52 Week high .. So Correction undavachu anukunta .. | ||
Ustad Megastar Username: Ustad Post Number: 24462 Registered: 07-2008 Posted From: 206.16.133.51 Rating: N/A |
Page is on fire. Even PI is doing quite well. Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Mahiz Junior Artist Username: Mahiz Post Number: 381 Registered: 10-2012 Posted From: 75.66.168.172 Rating: N/A |
Page industries up by 6‰ yesterday |