A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
This write up on PMS by noted Mutual Funds Information & Performance Data Provider, Dhirendra Kumar, on his website www.valueresearchonline.com has prompted me to revive the TAP GAP Equity Poser Series ~ you can click on this to check his write up and also my response to it Also many Blog Readers had connected …
Just a Thought to Tickle you……If Equity is a Zero Sum Game and Retail Investors are a Dying Breed how will FIIs and Mutual Funds make Money !?….playing each other !?
Christmas Month of December begins with an Interesting Weekend… some Research on FDI in Retail,Jupiter Bio,OnMobile Global,Jain Irrigation,Sensex Earnings….meeting up with some really Interesting Business Heads In India…Daughter captaining Maharashtra Football Team at the School Nationals in Port Blair….and winding up with some relaxing social interaction Some Research…. to thrash Jupiter Biosciences that has sunk from Rs …
Eastman Kodak….now quoting @ US $ 3.50…..was US $ 80+ in late 1990s….. Colour Blind Faith Blinds Shareholders for years…It was not a Value Play but a Value Trap ! Bill Miller’s Legg Mason Value Fund lost US $ 551 million in Kodak,selling out in 2010/11 after marrying it in 2000 Instantly recall the famous …
It’s not that Reliance Capital Mutual Fund always does exactly the opposite of what Indiabulls recommends ! United Breweries (UB) was recommended to sell at Rs 90 by Indiabulls with a target price of Rs 70,citing high Leverage and margin pressures Reliance Capital Mutual Fund and another Fund,Indea Absolute Return Fund ,actually went ahead and purchased …
At 1 am Mumbai Time,just a half hour ago,I got to see on CNBC TV 18,two of my favourites,John Bogle,founder of Vangaurd Group of Mutual Funds and a staunch advocate of Index Investing over specific Stock Selection and Jeremy Seigel.Professor at the University of Pennsylvania and a strong advocate of Stocks Both made some very interesting …
Just viewed Bogle v/s Seigel…Index Investing v/s Stocks Read More »