저자: VijayKedia · 외국인
요약 보기
인도 투자자 Vijay Kedia가 2003~2005년 AGES Logistics, Atul Auto, Cera Sanitaryware에 투자해 큰 수익을 낸 경험을 회고한다. 핵심은 기업 스토리를 이해하고 확신을 가지며, 2008년 침체에도 매도하지 않고 보유한 결정이 큰 수익으로 이어졌다는 것이다. 수치로는 AGES가 약 20~2억 크로어 규모에서 6000 크로어 수준으로 성장, 2008년 이후 약 100배 상승 언급. 예측 발언 없음.
다듬은 글
I have no idea if I have something to say right now, so all the big names have already spoken, so anyway, as for what you said, let me talk about that. Coincidentally, there were three such stocks - AGES Logistics, Atul Auto, and Cera Sanitary Ware. I bought them between 2003 and 2005. First of all, I bought AGES Logistics, and the market cap of that company was, you know, around 20 crores or 2 crores.
Today, it has a market cap of 6000 crores or something. But when I went to the company's office, they had a plan to go to different places and build LPG stations. So, whatever their plan was, I liked that plan. At that time, there was some kind of recession in the company, and there was a reasonable growth of 12 percent in the company.
According to their plans, they had made very good plans, and their management was also good, and it was a very old management, they were highly respected in the society, and they were doing CSR work even at that time. When there was no rule, I liked it all, so I bought that stock and I bought shares of that company at 5, which was my first biggest investment of my life, but the price of those shares was not big, so I used to get its report every quarter and fax it to my friends saying that its report has come out good, I went and met all the investors, big and small, of the market and checked the company because I had bought it, now it has become a necklace around my neck, if that share is not increasing then whom should I stick to, now more fools than me started losing, I wanted to find more fools than me, then in reality I did not find anyone, one year passed in that and within one year my holding kept increasing, anyway, after about a year, when that stock started moving, I met that company and I did not know the management, so when I approached the management after buying it at 5, the management started getting nervous even in meeting me and that MD was a professional, he was Bengali, Sir Dada, he was also Bengali, so if I spoke to him in Bengali, the marketing got nervous.
I came to talk to him but he did n't even meet him, then I reached out to him, so the point is that after that when that stock started moving, it went from 00 to 00, so the first thing that comes out behind this is that when you move and if you have a passion and you take a risk in it, then it is not necessary that you will get people's support in it, the market will support you, when the market understands the story then the market does not look back at it, coincidentally in the same area I went into logistics first, today I do not have it, then I took Sera, at that time there were three companies in India, one was Sera Rath and one was Hindustan's market share, this company's market is at 20 and this company is getting loans, the story of the company is going on, the same story is the same in this also, in this also whatever money I had, I invested in the company and kept talking to people about the company, kept explaining to people.
All my friends knew me but nobody understood the story and the stock did not sell but when it did, it became a big deal. You can understand that the third stock in the company is your Gujarat based company. At that time it was Bangar Cap, today it has become Gold Cap, so it was Bangar Cap. People did not even know its name, people did not even know about Edge.
Surprisingly, there was not much popularity about Sera in the market. The same thing repeated itself. I had shares in this company at 20% at one time and I would go and sell them to everyone as per the story. Nobody understood the story, nobody bought the shares and when the stock started trading, it became 100%.
There is one more common thing in all these three. You should also understand this that I bought shares in 2003 and by 2008 this company became three times bigger, four times bigger or whatever it may be. In the recession of 2008, all the three stocks came down to their cost price. All the three stocks were logistics, Seraar and my cost price, that is, above Rs.
The share prices came up, my capital was largely protected, the rest of my entire profit was saved, I did not sell a single share at that time, rather Atul and I bought more shares, so this 100 times rise in it came between 2008 and 2014, which is considered the worst time, the golden time started after 2014, so the major profit came at the time when India was suffering, so this is a small story and the common factor behind it comes out to be this, if you have passion and you have courage, but there should not be passion of passion, behind that there should definitely be education or some knowledge in it, after that if you do not have anyone with you then people will join you later and later, and for me, the biggest way to earn money in this stock market, which is mine, and you should also present that knowledge, understand this thing in my three stocks.
It comes down to your conviction and how much risk you can take and how big a risk you can take in it as Swami ji told, that is important and in the year 2008 your entire money gets wiped out from the top, in that with what thought and passion you keep it and do not sell your share and so this is the story behind it, Tsti Wak, thank you very much
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