Categories WhatILearntFrom What I learnt from Samir Arora Post author By Raoji Post date November 27, 2019 5 Comments on What I learnt from Samir Arora Share this:FacebookLinkedInTwitterWhatsAppEmail ← FII Inflows : We are # 2 → Book Review : Markets Never Forget 5 replies on “What I learnt from Samir Arora” Its very easy to make such comments now. Look at the telecom deals that happened from 2000-2015. As a pure coincidence, just check the front page of today’s business standard. The only part that’s true is that the industry is a capital guzzling machine. It’s fool hardy to assume that the industry will never make a decent return on capital. Any indication on RIL’s massive and mind boggling investment in its Jio mobile telephone company. If this business has failed in all countries of the world, why on earth, RIL will succeed in India. Not able to understand. But as of now, it is firing with all cylinders and going great guns even in terms of RIL valuation in the market – crossing one million crores rupees. Any body throwing more light on this. Check Japan. NTT and KDDI have outperformed the Topix by a big margin. Reply to Ram: So you mean to say that these great companies like NTT and KDDI have been doing wonderfully well and have been outperformers in their respective markets/industry. If that’s true, then, the observation of Samir Arora is wrong. I am purposefully taking the discussion forward so that astute and intelligent analysts/investors can throw some more light on this issue. Reply to Kamal Garg: Yes , both these telecom stocks have outperformed the broader Japanese market. Japan has only 3 major Telecom companies and all 3 are very profitable. More famously, the best performer of them all , Softbank has used the cashflow from its telecom business to fund technology ventures. Leave a Reply Cancel replyYour email address will not be published. Required fields are marked *Comment Name * Email * Website Notify me of follow-up comments by email. Notify me of new posts by email.