A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
Subex @ Rs 11 & thus available around par of FV Rs 10~ Five Questions that come to mind? First a bit of background of Subex that got grounded bad from a high of Rs 887 in 2005 to a low of Rs 4 in 2013 before sputtering to show some life crossing Rs 18 …
Subex @ Rs 11 ~ Five Questions that come to Mind Read More »
Hey ! my book review of Christopher Mayer’s ” 100 Baggers : Stocks that return 100-1 & how to find them “ now features online on Outlook Business….just also happily observed that Stock Select for 2016 published in December 2015 is trending online as the No 1 most popular read on Outlook Business this year !….surely …
Book Review for Outlook Business :100 Baggers~by Christopher Mayer Read More »
Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold He makes out quite a compelling case for an endgame in Equities with this address earlier this month at the celebrated Annual Sohn Investor Conference of Hedge Fund Managers http://www.zerohedge.com/news/2016-05-07/stan-druckenmiller-endgame-his-full-apocalyptic-presentation He’s a self made Billionaire famous largely for the US $ One Billion …
Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold Read More »
Chanced upon this latest from the well known Prof Aswath Damodaran who teaches Corporate Finance & Equity Valuation at the Stern School of Business in New York Makes interesting reading as he expresses quite vividly the doubt our minds are occupied ,rather tortured with, when engaging in Valuation exercises in uncertain & risky times as …
Aswath Damodaran~Margin of Safety is an excuse for Inaction in risky times! Read More »
Came across the use of Opprobrium in context of the shaming the conduct of Valeant Pharmaceuticals, once the darling of Wall Street It stands for Harsh Criticism or Censure or public disgrace for shameful conduct…. Valeant has been accused of Price gouging, secret network of speciality pharmacies & fraud Always loved the Bluntness of Charlie …
Opprobrium~Harsh Censure~ Charlie Munger thrashes Valeant Pharma calling it a sewer Read More »
Rakesh Jhunjhunwala on Future of Equity Market Methinks every Indian Equity Investor needs a dose of Rakesh Jhunjhunwala (RJ) every few years! ~ any sooner it could be an Overdose ! 😆 ~ just kidding ! I like the guy ! ~ right since I interacted with him when I invited him around 15 years …