Investing Themes

Care to Join for a Sumptious Gujarati Thali this Sunday afternoon in South Mumbai…..It’s a Toss up between Panchavati Gaurav and Shree Thaker Bhojanalay….probably the latter because of the ‘Aaam Rus’

7 Comments / Food Cuisines, Inspiring and Motivating, Investing Themes, Reflections, When My Mind Meanders... / By Gaurav Parikh

Nephew is down from Auckland enroute to USA…he is crazy on a Gujju Thali….so are all of us really….but once in a while…simply too heavy….so today Sunday Lunch is ideal to have one Checked out on the Phone what the best Thali Places in South Mumbai are offering today…. Panchavati Gaurav at Marine Lines (22084877) near …

Care to Join for a Sumptious Gujarati Thali this Sunday afternoon in South Mumbai…..It’s a Toss up between Panchavati Gaurav and Shree Thaker Bhojanalay….probably the latter because of the ‘Aaam Rus’ Read More »

Zandu Realty Zooms from Rs 2000 to Rs 2800+ in just two days to give 40% returns !

Leave a Comment / Bulk Deals, Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, Investing Themes, Real Estate, Reflections, Sectors, STOCKS, VALUATION / By Gaurav Parikh

In August 2010 when checking out Emami Infrastructure I had blogged that Zandu Realty at Rs 3100 looked interesting Emami Infrastructure Ltd at Rs 91…..Listed on July 28,2010 with suspicious and crazy gyrations of near Rs 600 on the upside and below Rs 90 on the downside…What’s the Story!? Sunday, August 1st, 2010 Since then …

Zandu Realty Zooms from Rs 2000 to Rs 2800+ in just two days to give 40% returns ! Read More »

Bharat Ratna for Sachin Tendulkar ?..It’s a rhetoric question !

11 Comments / Controversies, Cricket, Inspiring and Motivating, Interesting News Sightings, Investing Themes, Reflections, Sports, When the Heart Explodes through the helpless Mind / By Gaurav Parikh

Bharat Ratna for Sachin Tendulkar ?…It’s a rhetoric question ! We need to Lift him up too now just as he has carried all of India for over 20 years ! The Voice to award him India’s highest civilian award began gathering some intensity as we entered the 21st century…it was too early then….a decade later now …

Bharat Ratna for Sachin Tendulkar ?..It’s a rhetoric question ! Read More »

Markets looking Ominous…..beware the Ides of March !…Sensex down 2% and from 18000 can seek sub 16000 levels in 2011

2 Comments / Foreign Institutional Investors, Global Economic Crisis, Gold and Silver, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Nifty, Reflections, Sensex, STOCKS, VALUATION / By Gaurav Parikh

Markets are looking increasingly ominous and Sensex is likely to correct from 18000 + levels to be derated down to PE 14-16 range….sub 16000 possible in a few weeks…while I do remain bullish for the longer term I simply cannot ignore bearish macro indicators in the shorter term William Shakespeare penned this warning as a part …

Markets looking Ominous…..beware the Ides of March !…Sensex down 2% and from 18000 can seek sub 16000 levels in 2011 Read More »

Two “J’s” you may get “J” of in the next year or two if you don’t own them !…one is Jaiprakash Associates at Rs 83/84…it’s in the Sensex and Nifty too

23 Comments / Cement, Investing Themes, Nifty, Reflections, Sensex, STOCKS, TAP GAP, VALUATION / By Gaurav Parikh

There are two “J” Scrips listed on the Bourses that you may get “J” of in the next year or two if you don’t own them…… Jaiprakash Associates at Rs 83/84….FV Rs 2….Available near 52 week lows…..debt overhang….delays in power,roadways and cement project implementations……next two to three years will see mitigation of these risks as …

Two “J’s” you may get “J” of in the next year or two if you don’t own them !…one is Jaiprakash Associates at Rs 83/84…it’s in the Sensex and Nifty too Read More »

Muted Expectations from the Union Budget….and the FM delivered on cue…..Sensex rally of 500 + Points had to reverse

4 Comments / Economy, Interesting News Sightings, Investing Approaches, Investing Themes, Reflections, Sensex, STOCKS, Union Budget 2010/11, Union Budget 2011/12, When the Heart Explodes through the helpless Mind / By Gaurav Parikh

Immediate Take on the Union Budget Nothing much was expected from this Budget and our FM met these expectations…..I had not expected any Amnesty Scheme or bold vision or dramatic reform announcements….too many pressures and pulls and compulsions being faced by this UPA Government currently Markets were however buoyant from Morning and post …

Muted Expectations from the Union Budget….and the FM delivered on cue…..Sensex rally of 500 + Points had to reverse Read More »

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