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“In India, companies may fall sick, but promoters rarely do!”

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Reliance Equities International launches it’s Model Equity Portfolio for India…Thinking is Defensive and unDynamic…very unReliance like…I would say it’s even flawed !

3 Comments / Banking, Broker Index Forecasts, Chuckle !, Controversies, Information Technology, Infrastructure, Investing Themes, INVESTOR MISTAKES, Mineral Resources, Pharmaceuticals, Power, Real Estate, Refining & Petrochemicals, Reflections, Sensex, STOCKS, Telecom, VALUATION / By

Just perused the Model Equity Portfolio for India that Reliance Equities International has launched.It’s been authored by their Head of Research Excited to know what’s in it ! ?…more  so after I tell you that the Report is titled ‘Boom and Bust’ with the tagline ‘Resistance is Futile’ !? Turned out to be a Dampener really…no Originality at …

Reliance Equities International launches it’s Model Equity Portfolio for India…Thinking is Defensive and unDynamic…very unReliance like…I would say it’s even flawed ! Read More »

Ashish Dhavan of Chrys Capital appears on NDTV Profit and calls Larsen Courageous for it’s aggressive pursuit of Satyam!… Really Ashish!?

6 Comments / Chuckle !, Controversies, Corporate Governance, Information Technology, Infrastructure, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS / By

Knowing  how Ashish Dhawan, of Chrys Capital,cornered Suzlon shares (even became it’s Director !), with Ajay Relan of Citicorp as an ally and later sold off  some part to Government of Singapore… all at a dirt cheap placement price and all done before the Suzlon IPO, I was not really surprised at what he just came and …

Ashish Dhavan of Chrys Capital appears on NDTV Profit and calls Larsen Courageous for it’s aggressive pursuit of Satyam!… Really Ashish!? Read More »

What a call !… Should you be Buying or Selling Larsen and Satyam !?

Leave a Comment / Controversies, Corporate Governance, Information Technology, Infrastructure, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS / By

I have been receiving serious queries from friends, relatives, acquaintances, clients and associates on Satyam and Larsen…. In light of what has happened and is happening and will happen should we Buy, Sell or Hold Shares of these two Companies !? Really Ironic and Amusing that as Larsen averages a rising Satyam to save face and …

What a call !… Should you be Buying or Selling Larsen and Satyam !? Read More »

Larsen’s CMD, Mr A M Naik tries to justify increasing stake to 12% in Satyam

4 Comments / Bulk Deals, Chuckle !, Controversies, Corporate Governance, Information Technology, Infrastructure, Insider Trading, Interesting New Words, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS, VALUATION / By

This is a gist of the Conference call that Larsen organised today to justify and clarify the 12% stake in Satyam L&T management clearly stated that L&T is no longer just an E&C company. It’s businesses span a range of activities in manufacturing as well as services, including heavy engineering, manufacturing,  power, process engineering and …

Larsen’s CMD, Mr A M Naik tries to justify increasing stake to 12% in Satyam Read More »

Larsen Desperate to Save Satyam !..to save itself !

1 Comment / Bulk Deals, Controversies, Corporate Governance, Information Technology, Infrastructure, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS, VALUATION / By

On January 9,2009 I had blogged that Larsen has jumped the Gun in Investing in Satyam and has lost over 85% and over Rs 300 crs in just two days after Ramalinga Raju’s confession on January 7,2009 Check it out again.Click on https://www.gauravblog.com/?p=431 I had even suggested a possibility that Larsen had picked up the …

Larsen Desperate to Save Satyam !..to save itself ! Read More »

Jaiprakash Associates : Executive Chairman,Manoj Gaur does not know the Debt to Equity quotient !

2 Comments / Chuckle !, Controversies, Corporate Governance, Infrastructure, Insider Trading, Interesting News Sightings, INVESTOR MISTAKES, Real Estate, Reflections, STOCKS, VALUATION / By

Was shocked to hear this morning on CNBC 18,Executive Chairman of Jaiprakash Associates,Manoj Gaur,confessing he was not aware of the Debt to Equity quotient in his Company ! On earlier being asked as to how much cash was there on the Books,he quickly stated “Rs 1500 crs” Mr Gaur,who’s running your Company if you’re not !? Mr …

Jaiprakash Associates : Executive Chairman,Manoj Gaur does not know the Debt to Equity quotient ! Read More »

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