A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
This Morning this brief news release on breakthroughs in Stem Cell Research caught my attention It also added two words to my vocabulary ~ Autologous & Allogeneic in this regenerative medicine space The Japanese Shinya Yamanaka who won the 2012 Nobel Prize for his research on stem cells has created a new exciting approach termed …
Exciting iPSC Stem Cell Technology~Autologous & Allogeneic Read More »
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 »
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 …
Kotak Group enters beleaguered Diamond Power Infra at Rs 23.65 ~ Why? ~ their Mutual Fund had been selling since August 2015 ! On March 30,2016 Kotak Mahindra (International) Ltd a FPI & a subsidiary of Kotak Mahindra Bank picked up 3868606 (6.787%) stake in Diamond Power Infrastructure at Rs 23.65 from Macquarie Bank.Deal Size …
Kotak Group again enters beleaguered Diamond Power Infra at Rs 23.65 ~ Why? Read More »