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

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VALUATION

Opprobrium~Harsh Censure~ Charlie Munger thrashes Valeant Pharma calling it a sewer

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 …

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A Dose of Rakesh Jhunjhunwala

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 …

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Keep the Faith ! ~ My sister-in-law did ! ~Meaningful Coincidences ! ~ Synchronicity !

Keep the Faith ! ~ My sister-in-law did ! Meaningful Coincidences ! ~ Synchronicity ! Here’s what just happened this morning ! My sister-in-law ( Wife’s elder sister)  left  day before on Tuesday evening to return to Dubai ~ She forgot her laptop after it had cleared Baggage Scanner in the Security Check ~ Two …

Keep the Faith ! ~ My sister-in-law did ! ~Meaningful Coincidences ! ~ Synchronicity ! Read More »

An Investment Case for Silver !?

  How do you read the above two graphs sourced from Seeking Alpha ? An Investment Case for Silver Perhaps !? From one graph that shows the Price trends over last 10 years you can observe that  the Prices of both the bullion,Gold & Silver are directly co-related,albeit with some varying intensity The second graph …

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Kotak Group again enters beleaguered Diamond Power Infra at Rs 23.65 ~ Why?

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 »

L & T Finance Holdings recovers to Rs 70 & up 44% from Low inside Two Months

L & T Finance Holdings recovers to Rs 70 & up 44% from Low of Rs 48.30 on February 12,2016….that’s inside Two Months…it also trades in the F & O Segment It opened 2016 at Rs 65  when Sensex levels were at 27500 +  and closed January 2016 at Rs 58 only to drop sharply …

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