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  #2541 (permalink)  
Old 01-12-2015, 07:29 PM
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Delta Corp gets another licence to operate a Casino in one of its hotel Deltin Suits.
Indeed this is the inflection year for Delta
Disc : Long with 30% of the portfolio in it
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Old 01-12-2015, 09:50 PM
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Originally Posted by jazz View Post
Delta Corp gets another licence to operate a Casino in one of its hotel Deltin Suits.
Indeed this is the inflection year for Delta
Disc : Long with 30% of the portfolio in it

30 % of portfolio in casino stock

Seems u wanna recover some previous loss happened in casino
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  #2543 (permalink)  
Old 02-12-2015, 10:14 AM
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Originally Posted by Ashes View Post
30 % of portfolio in casino stock

Seems u wanna recover some previous loss happened in casino

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Old 02-12-2015, 10:52 AM
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Originally Posted by jazz View Post
Delta Corp gets another licence to operate a Casino in one of its hotel Deltin Suits.
Indeed this is the inflection year for Delta
Disc : Long with 30% of the portfolio in it

aren't you going against the basic thing in investing ? Putting all the eggs in a single basket - in this case a great chunk in a single basket
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Old 02-12-2015, 12:20 PM
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I can since I know this business very well as I have been tracking this since 5 years and I believe the price I have paid and the value that I should get 3-5 yrs down the line is a big mismatch.

I think this is high probability event so such big bet.
If Stan Druckenmiller and Soros can bet 200% of their capital on one Sterling trade which eventually broke the Bank of England, there is no such thing as too much in one basket.


Even in India I have seen few masters put 100% in a single company and hold it for longgg.
Read this fascinating story of Bhavook Thripathi
http://blogcms.outlookindia.com/prin...le.aspx?282963
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Old 02-12-2015, 01:36 PM
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Originally Posted by Sunshine View Post
aren't you going against the basic thing in investing ? Putting all the eggs in a single basket - in this case a great chunk in a single basket

how can you say this to him bro fit on me always buy one with 100% he is in 30% onlyJai Ram JI KI
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Old 02-12-2015, 01:37 PM
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Originally Posted by jazz View Post
I can since I know this business very well as I have been tracking this since 5 years and I believe the price I have paid and the value that I should get 3-5 yrs down the line is a big mismatch.

I think this is high probability event so such big bet.
If Stan Druckenmiller and Soros can bet 200% of their capital on one Sterling trade which eventually broke the Bank of England, there is no such thing as too much in one basket.


Even in India I have seen few masters put 100% in a single company and hold it for longgg.
Read this fascinating story of Bhavook Thripathi
http://blogcms.outlookindia.com/prin...le.aspx?282963

Thanks bro for indirectly appreciating me
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  #2548 (permalink)  
Old 03-12-2015, 10:46 PM
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Originally Posted by kkseal View Post
No more posts here Thread closed from my side.

kya hua sirji ??

hope all is well...
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Old 09-12-2015, 01:06 PM
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Originally Posted by Czar View Post
kya hua sirji ??

hope all is well...

Just vanished
anybody has any info ?
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  #2550 (permalink)  
Old 11-12-2015, 02:43 PM
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Originally Posted by jazz View Post
Delta Corp gets another licence to operate a Casino in one of its hotel Deltin Suits.
Indeed this is the inflection year for Delta
Disc : Long with 30% of the portfolio in it



As Soros says Go for the Jugular

A still from a report on Delta on Outlook Business. Neeraj Dalal the writer has worked in Rare Enterprises ( RJ firm ) in the past.
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