valueinvestinginpractice.blogspot.com
Value Investing: An Intutive Approach to Investing: December 2013
http://valueinvestinginpractice.blogspot.com/2013_12_01_archive.html
Value Investing: An Intutive Approach to Investing. Thursday, 5 December 2013. Hindustan Media Ventures Limited: A mispriced bet in newspaper business. Warren and Charlie's fascination towards owning newspaper business is well known to most of us! Here is the what Warren Buffet has to say about newspaper business. Charlie and I believe that papers delivering comprehensive and reliable information to tightly-bound communities and having a sensible Internet strategy will remain viable for a long time.
valueinvestinginpractice.blogspot.com
Value Investing: An Intutive Approach to Investing: January 2014
http://valueinvestinginpractice.blogspot.com/2014_01_01_archive.html
Value Investing: An Intutive Approach to Investing. Wednesday, 1 January 2014. Warren Buffet partnership letters: A treasure trove for a value investor. Since last few days, I have been reading and re-reading Warren Buffet's partnership letters written to its limited partners from 1958 to 1969 and oh boy, what a pleasure it has been reading them! Https:/ www.dropbox.com/s/g3b89x9zdn08bxg/Warren Buffet Partnership Letters Compiled 1958 1969.pdf. Few pointers from my side. 4) Warren buffet had set a goal o...
deveshkayal.wordpress.com
MT Educare : Quality Education Franchisee | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2012/09/23/mt-educare-quality-education-franchisee
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Kenneth Andrade – Peter Lynch of India? MT Educare : Quality Education Franchisee. September 23, 2012. You can read about the business model from here. What I like about the company :. 2) Return ratios (ROE/ROCE) are impressive at around 30% though it should be lower this financial year due to the dilution of IPO. 3) The management has announced. 50% dividend payout with dividend to be declared half-yearly. Of the promoter Mahesh Shetty.
deveshkayal.wordpress.com
Geometric MD’s Letter to the Shareholders | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2012/06/28/geometric-mds-letter-to-the-shareholders
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Uday Kotak’s letter to Shareholders. Importance of ROE →. Geometric MD’s Letter to the Shareholders. June 28, 2012. Last year, we began a journey to. I would like to spend most of this note talking about what this means for the Company and its shareholders,especially how this will play out in the current fiscal. So the addressable market is doing well and growing. So what should shareholders expect at the end of FY13? I thought it importa...
deveshkayal.wordpress.com
IDFC MF’s Expectation for 2012 | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2012/01/12/idfc-mfs-expectation-for-2012
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Akash Prakash’s Amansa Capital Portfolio. Uday Kotak’s letter to Shareholders →. IDFC MF’s Expectation for 2012. January 12, 2012. I have observed that its not easy to forecast for the whole year. Be it any smart investor! We hope the year 2012 is a great one for India and all of us. Wish you all a very happy and prosperous New Year! This entry was posted in Uncategorized. Akash Prakash’s Amansa Capital Portfolio. Enter your comment here.
deveshkayal.wordpress.com
Long & Short of Indian Equities | Stocks. Sectors. Fund Managers | Page 2
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Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Newer posts →. Uday Kotak’s letter to Shareholders. June 9, 2012. As I write this note, the world is on the edge about the future of Euro zone. Grexit is the new terminology. A global bank has announced a US$ 2 bn treasury loss on trading credit derivatives. Facebook is having trouble with its post IPO phase. The business of money is truly “fragile, handle with care”. The Indian economy has valid reasons to complain about the global econo...
deveshkayal.wordpress.com
Key-takeaways from Whirlpool Annual Report FY10 | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2010/07/15/key-takeaways-from-whirlpool-annual-report-fy10
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Theme: Domestic Consumption -The way forward! Akash Prakash’s Amansa Capital Portfolio →. Key-takeaways from Whirlpool Annual Report FY10. July 15, 2010. Theme of the Annual Report,. Taking a leap into the next growth curve. It has charted a 3-pronged business strategy. Grow the core business. Extend the core business. Expand beyond the core. This business strategy will be supported both by heavy investments and channel strategy. Penetrat...
deveshkayal.wordpress.com
2009 Predictions: How they fared! | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2009/11/30/2009-predictions-how-they-fared
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Lupin: Multi-year growth story! Leader v/s Second largest player: Stock returns Comparison →. 2009 Predictions: How they fared! November 30, 2009. Its time to look back and see how have my prediction for 2009. Fared even though there is still a month left to end the year and anything can happen in the remaining days to come. As things stand today, here is how it turned out:. Rupee is around 46 to the dollar v/s my prediction of 45. Lupin:...
deveshkayal.wordpress.com
Akash Prakash’s Amansa Capital Portfolio | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2011/03/06/akash-prakashs-amansa-capital-portfolio
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Key-takeaways from Whirlpool Annual Report FY10. IDFC MF’s Expectation for 2012 →. Akash Prakash’s Amansa Capital Portfolio. March 6, 2011. Cholamandalam Investment and Finance Ltd (market value of around Rs 53crs). Max India (Management mentioned they will recover all losses of previous 3 quarters and end FY11 in the black. Major beneficiary of reforms in Insurance if and when it happens ). Edelweiss Capital (I have not seen any industry...
deveshkayal.wordpress.com
Rakesh Jhunjhunwala’s holdings as on 30th September’09 | Long & Short of Indian Equities
https://deveshkayal.wordpress.com/2009/10/16/rakesh-jhunjhunwala’s-holdings-as-on-30th-sept’09
Long and Short of Indian Equities. Stocks. Sectors. Fund Managers. Sanjoy Bhattacharya’s Views and Stock Picks. Lupin: Multi-year growth story! Rakesh Jhunjhunwala’s holdings as on 30th September’09. October 16, 2009. This is just a small brief on what the Big Bull bought/sold the last quarter. He bought 1,54,500 shares of Lupin, 1,37,105 shares of Titan Industries, 6,00,000 shares of Karur Vysya Bank, 203000 shares of Rallis India and 8,00,000 shares of Geometric in the quarter ending September’09.
