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THOUGHTS ON THOUGHTS

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology.

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THOUGHTS ON THOUGHTS | neerajmarathe.blogspot.com Reviews
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This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology.
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2 drift down
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7 neeraj marathe
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THOUGHTS ON THOUGHTS | neerajmarathe.blogspot.com Reviews

https://neerajmarathe.blogspot.com

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology.

INTERNAL PAGES

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1

THOUGHTS ON THOUGHTS: September 2012

http://neerajmarathe.blogspot.com/2012_09_01_archive.html

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Sunday, September 23, 2012. A good site for investors. A good friend of mine, Ayush and his brother Pratyush write an excellent blog. They have also recently started a new website http:/ www.screener.in/. A bit more on open offers.

2

THOUGHTS ON THOUGHTS: July 2012

http://neerajmarathe.blogspot.com/2012_07_01_archive.html

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Monday, July 30, 2012. Annual Reports and revised Schedule VI. Please go through the same, it is very important. A couple of negative points about the new Schedule VI come to mind;. Cheers and happy investing. A bit about me. My na...

3

THOUGHTS ON THOUGHTS: Noida Toll Bridge - The Alternate View

http://neerajmarathe.blogspot.com/2014/03/noida-toll-bridge-alternate-view.html

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Friday, March 14, 2014. Noida Toll Bridge - The Alternate View. I had written about. I would recommend that one should go through this. Extremely detailed report to get a proper background on the company, its agreement with NOIDA a...

4

THOUGHTS ON THOUGHTS: January 2013

http://neerajmarathe.blogspot.com/2013_01_01_archive.html

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Thursday, January 31, 2013. Goldstone Infratech Ltd. - Another open open-offer! Facts of the case and time-line. January 25, 2007. GIL’s Board considered issue of 1.5 crore share warrants to GEL, convertible @ Rs.22/s...GIL holds a...

5

THOUGHTS ON THOUGHTS: June 2013

http://neerajmarathe.blogspot.com/2013_06_01_archive.html

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Thursday, June 6, 2013. Sah Petroleums - Bonus Issue. Hello to everybody after quite some time. I have not been able to update the blog in the recent past due to certain reasons, but I am back, with a whimper at least! In effect, i...

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moneybloke.wordpress.com moneybloke.wordpress.com

Henkel-Jyothy Lab ( Tax Issues primer ) | Moneybloke

https://moneybloke.wordpress.com/2012/01/12/henkel-jyothy-lab-tax-issues-primer

Its a rich man's world. Henkel-Jyothy Lab ( Tax Issues primer ). January 12, 2012. April 22, 2013. Found this interesting presentation on tax issues in Mergers and Acquisitions. Hopefully serious practitioners of special situation investing will find it useful. Well, there are no guarantees in this business and that is what makes investing so fascinating. I mean, it would be totally boring if all thesis panned out the way they were originally thought of and I am sure there will be some twists in this...

moneybloke.wordpress.com moneybloke.wordpress.com

PVR Cinemax Special Situation | Moneybloke

https://moneybloke.wordpress.com/2013/12/13/pvr-cinemax-special-situation

Its a rich man's world. PVR Cinemax Special Situation. December 13, 2013. December 13, 2013. Need to do an analysis of this one over the weekend but did a quick check of timeline for Jyothy-Henkel and TechM-Satyam ( similar situations). 1 Board meeting of Jyothy Lab for considering amalgamation 15th June 2012. 2 Direction by Bombay High Court to convene meeting of. Shareholders 19th October 2012. 3 Court Convened Meeting(s) held 22nd November 2012. 6 Record date for determining eligibility for allotment.

moneybloke.wordpress.com moneybloke.wordpress.com

moneybloke | Moneybloke

https://moneybloke.wordpress.com/author/moneybloke

Its a rich man's world. PVR Cinemax Special Situation. December 13, 2013. December 13, 2013. Need to do an analysis of this one over the weekend but did a quick check of timeline for Jyothy-Henkel and TechM-Satyam ( similar situations). 1 Board meeting of Jyothy Lab for considering amalgamation 15th June 2012. 2 Direction by Bombay High Court to convene meeting of. Shareholders 19th October 2012. 3 Court Convened Meeting(s) held 22nd November 2012. 6 Record date for determining eligibility for allotment.

moneybloke.wordpress.com moneybloke.wordpress.com

NHAI Tax Free Bonds Issue | Moneybloke

https://moneybloke.wordpress.com/2011/12/26/nhai-tax-free-bonds-issue

Its a rich man's world. NHAI Tax Free Bonds Issue. December 26, 2011. Safety and Returns: So for slightly higher risk ( paper is secured but still there is no explicity GOI guarantee, we only assume that NHAI will not default), we are being offered these rates which are mouth-watering for most of us since most of us are in 30% tax bracket so on a pre tax basis the yield works out to almost 12% per annum. TDS: no TDS hence better than a Bank FD. So go for them in drove and lock in this fantastic investment.

moneybloke.wordpress.com moneybloke.wordpress.com

Moneybloke | Its a rich man's world | Page 2

https://moneybloke.wordpress.com/page/2

Its a rich man's world. Piramal Health and Piramal Lifesciences-Special Situation-Tax Angle. October 24, 2011. Query from Kiran on Twitter set me thinking that tax aspect of this transaction is something that I did not analyze originally. I kind of assumed that the gain that I make in the transaction ( hopefully) will be short term capital gain in nature and I will be able to adjust these with short term capital losses during the year. Following points are to be noted:. 1 For the purpose of determing whe...

akashparmar.wordpress.com akashparmar.wordpress.com

My Experiments with Stocks | Page 2

https://akashparmar.wordpress.com/page/2

My Experiments with Stocks. Arshiya International: Requiem for a dream. The last 52 weeks have seen the price of this share dip from Rs. 163.2 to 15.45. The company has moved for CDR. Some post-mortem articles have been written by a few websites, here are the links to a few good ones: valuenotes. Bottom line is that the company was juggling a high debt business in a time of systemic failure of the national banking industry. Bad things happen to vulnerable companies in bad times. Too much debt is bad.

akashparmar.wordpress.com akashparmar.wordpress.com

The clash of corruption and Idealism in daily life | My Experiments with Stocks

https://akashparmar.wordpress.com/2012/11/01/the-culture-of-corruption-vs-idealism-in-daily-life

My Experiments with Stocks. The clash of corruption and Idealism in daily life. I felt jolted today. Being the stupid little deep thinker I am , I spent some hours of my day wondering and contemplating about this incident. Is it right to reward him for doing his duty? Will it be counted as a bribe? Why did I not reward him for taking extra pain to help me? Does this guilt mean I am a part of the corrupt culture that we abhor so much? Do holidays make me contemplate too much? November 2, 2012 at 11:10 am.

akashparmar.wordpress.com akashparmar.wordpress.com

Special situation: RBI Banking licenses clarification | My Experiments with Stocks

https://akashparmar.wordpress.com/2013/06/08/special-situation-rbi-banking-licenses-clarification

My Experiments with Stocks. Special situation: RBI Banking licenses clarification. Making money from this Gobbledygook Clarification by RBI. Whichever company gets a license should see a surge in its share price.Having made that clear, let us go ahead and identify the key candidates and eliminate them(if possible) or estimate a probability of the companies getting a license. This would require us to eliminate/qualify companies based on RBI clarification. Let us first see what RBI has clarified:. Small br...

perfectresearch.blogspot.com perfectresearch.blogspot.com

perfect research: August 2012

http://perfectresearch.blogspot.com/2012_08_01_archive.html

Giving words to what we think .This blog is an attempt to discuss value investing, investment ideas, gyaan, investment anlaysis book reviews. Monday, August 13, 2012. Notes from meeting with value investor Mr. Mohnish Pabrai. From Left to Right:. Mr Sanjay Bakshi, Mr. Mohnish Pabrai and Mr. Ashish Kila. About Mr. Mohnish Pabrai. Is an Indian-American businessman, investor and philanthropist. In his Pabrai Investment Fund. Books by the Author. 1 Mosiac: perspective on investing. 2 The Dhandho investor.

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Neeraj Manchanda Architects

This website is not intended to be and should not be relied upon as a source of advertisement, invitation or solicitation. This website contains general information about "Neeraj Manchanda Architects" for the benefit of our esteemed clients. Unauthorized copying or using of the contents of this website for distribution purposes, solicitation or inquiries is strictly prohibited and shall be considered a violation of the terms of use.

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Neeraj Manchanda Architects

This website is not intended to be and should not be relied upon as a source of advertisement, invitation or solicitation. This website contains general information about "Neeraj Manchanda Architects" for the benefit of our esteemed clients. Unauthorized copying or using of the contents of this website for distribution purposes, solicitation or inquiries is strictly prohibited and shall be considered a violation of the terms of use.

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THOUGHTS ON THOUGHTS

This blog has been created to pen down my thoughts on value-based investment opportunities (or the lack of them) in Indian listed companies. As an enthusiastic reader and life-long student of Behavioural Finance, i also plan to blog on various aspects of investment psychology. Friday, March 14, 2014. Noida Toll Bridge - The Alternate View. I had written about. I would recommend that one should go through this. Extremely detailed report to get a proper background on the company, its agreement with NOIDA a...

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LAATA TIMES

Madness is busy in playing games with mind to violate the laws of conservation. Wednesday, November 27, 2013. इतिहास का एक छोटा सा प्रश्न. छः मंजिल चढ़कर पुस्तकालय की, पहुँचा इतिहास खोजने. वह इतिहास जो पहले से ही पता था वहाँ मिलेगा ही नहीं. इतिहास तो छिपा है हिमालय में, और शायद डूबी हुई द्वारिका में. गंगा और उसकी उपनदियों के पानी में, शायद दक्खन के पठार में. क्या इतिहास मिलेगा यहाँ भी. शायद २१०० तक यह प्रश्न, प्रश्न ही न रहे. नीरज मठपाल. नवम्बर २७, २०१३. Posted by Neeraj Mathpal. Labels: कविता. कोठ&...

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Just another blog…. April 25, 2010. Well, this year’s IPL is about to end and I thought I’d cash in (at least in terms of readers! On the excitement that it generates. I don’t follow cricket much, but when the rest of your family is just as cricket crazy as the rest of the nation, it’s difficult to ignore it. And, of course, the statuses on facebook do their bit as well! You must be thinking, if this guy thinks he’s so smart, why doesn’t he suggest better (more creative) names? I don’t think this c...

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Advance information for 2nd fortnight of Aug of functions with booking cost Rs 1 lakh in Banquet Halls,hotels etc. : 12/08/2015. Issue of QuarterlyTDS certificate for June quarter for Govt. deductors. : 15/08/2015. Payment of DVAT TDS for the month of July : 15/08/2015. E-Payment of PF for July( Cheque to be cleared by 20th) : 15/08/2015. Payment of ESI of July : 21/08/2015. Payment of MVAT and WCT TDS for July : 21/08/2015. E-Payment of DVAT and CST Tax for July : 21/08/2015. Value Added Tax (VAT).