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July 2015

John Wayne ~You have got to be a man first before you can be a gentleman

Leave a Comment / Classic Quotations, Inspiring and Motivating, Investing Approaches, Investing Themes, Literary Gems, VALUATION / By

John Wayne  in ‘McLintock’ ~“You’ve got to be a man first before you can be a gentleman” Whoa! Resonates strong with me ! Here’s Dan Steele’s take on it …an interesting extract below “Gentlemanliness presupposes manliness. It’s a softening, a harnessing of the core characteristics of masculinity: strength, courage, mastery, and honor. A gentleman, as scholar …

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Interesting Origin of a Few English Phrases & Customs

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“Piss Poor” They used to use urine to tan animal skins, so families used to all pee in a pot & then once a day it was taken & Sold to the tannery…….if you had to do this to survive you were “Piss Poor” But worse than that were the really poor folk who couldn’t …

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Sterlite Tech upwardly mobile @ Rs 104+ on the Digital India & Demerging Power Story

13 Comments / Corporate Governance, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Power, Power Ancilliary, Reflections, Restructuring Companies, Sectors, STOCKS, Telecom, VALUATION / By

Sterlite Tech closed strongly upwardly mobile @ Rs 104+ It clearly continues to benefit from Government’s scaling up the National Optical Fiber Network (NOFN) Initiative and the ‘Digital India’ Story unfolding However an interesting development announced in May was the demerging of it’s capital intensive and yet to contribute to profits Power Segment The Power …

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Interesting Characteristic of World Facilitators like Facebook & Uber & Alibaba & Airnb

Leave a Comment / Chuckle !, Inspiring and Motivating, Investing Approaches, Investing Themes, Reflections, STOCKS, VALUATION / By

🙂 Wow !  How just a software and technology driven Scalable facilitator Idea driven by Internet  & Mobile Telephony can become worth Billions & Billions in quick time  and yet not  have to invest in or create the assets it needs to facilitate the Business !    

Tata Chemicals soaring towards Rs 500 and beyond ~ Fertiliser Business Sale Fertilising!?

Leave a Comment / Chemicals, Derivatives Strategies, Fertilisers, FMCG, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Reflections, Sectors, STOCKS, VALUATION / By

Tata Chemicals’ on the Roll ! up @ 18% this month ! including the 6%+ run up today on highest volumes this month As this month of July began I was quoted by Economic Times on July 1,2015 itself in their headline story on Tata Chemicals Quoted By Economic Times For My US $ One …

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Unjustified High 52 Week Prices ?~ Relaxo xb at Rs 550 & Eveready at Rs 360

2 Comments / FMCG, Footwear, Insider Trading, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, Sectors, Tea & Coffee Beverage, VALUATION, When the Heart Explodes through the helpless Mind / By

After a brilliant run up  and now at 52 week highs, both Relaxo Footwears at xb Rs 550 (FV Rs 1) levels & Eveready at Rs 360(FV Rs 2 )levels appear to be at unjustified high relative valuation at PE of over 60 and 50 respectively Have been just asked for advice Managed  Run Up …

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