A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
At Half Year June 30,2016,here’s the performance of all the 101 scrips recommended for TAP GAP 2016 Kaveri Seeds (Pushkar Singh Rana) that was awarded the Winner’s Hamper by me is up 37% & in the Top 10 % Gainers  but has a few ahead of it with even one near doubler ,Stylam Industries (well …
TAP GAP 2016 Performance of 101 Scrips in the Half Year at June 30 Read More »
Subex @ Rs 11 Â & 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 »
Hey ! Have been getting repeated requests for Fundamental Equity Training in Bangalore…reminded just today by one more such request from Chitra 🙂 Here I come ! Am Scheduled to be in Bangalore for the month of September 2016 & thought it would be great idea to conduct Fundamental Equity Training while there in one …
In Bangalore in September 2016~Anyone for Fundamental Equity Research Training? 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 »