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HUDCO IPO ----- Overpriced and Risky
@manojag wrote: HUDCO acronym for HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED is entering the capital market in April. Market participants are mistaking HUDCO as a housing finance company and...
View ArticleBritannia (Buy Commodities, Sell Brands)
@spatel wrote: Gave a presentation on Britannia at VP Chintan Baithak Goa July 2016. Britannia Business Insights v1.pdf (154.5 KB)Long Term Visibility Template 3.0 - Britannia v2.pdf (440.5 KB) Sorry...
View ArticleLife Insurance Companies - Comparison
@drgrudge wrote: I have vested interest in life insurance companies and did an analysis of top private life insurance companies in India. Please find attached document: Life Insurance Cos.docx (13.4...
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Kernex: TCAS led multi year growth story
@ayush1234 wrote: Why Kernex Microsystems could very well be a potential 5-10 bagger: A low risk - high reward bet. (M-cap: ~ 50 crores) Part 1) What is TCAS (Train anti-collision device)? The railway...
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Sanwaria Consumer - Re-branding their way to survival & growth
@Nolan wrote: Background & History Sanwaria Agro Oils Limited was incorporated on April 22, 1991 having its registered office and corporate office at Bhopal, Madhya Pradesh. The family had been in...
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PNB Housing Fin Fastest Growing HFC among Leading HFCs
@amitayu wrote: Business Overview:PNB HFL are the fifth largest HFC in India by loan portfolio as of September 30, 2015 with the second largest amount of public deposits in an HFC in India as of March...
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Building the right investing temparament
@basumallick wrote: Over the years, I have come to the conclusion that the most critical aspect in investing is to be able to build the right temperament. To me this is the secret sauce that separates...
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Tata Global Beverages
@basumallick wrote: image.jpg824x422 187 KB NOTES FROM AR 2017Tata Global Beverages (TGB) is a natural beverages company with brand presence in over 40countries. As the second largest tea company in...
View ArticleRohit Ojha: Investment journey/Philosophy
@pikrohit wrote: Here is the presentation I gave at VP Chintan Baithak at Goa in July 2016. Investment journey- Rohit Ojha.pptx (92.9 KB) I have a full time job plus I am pursuing a doctoral degree so...
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VP CHINTAN BAITHAK GOA 2017 : Nirav Parikh : CLUSTERING
@Nirav8 wrote: Hi,I am initiating this thread as starter so that we can dig into the concept further. It has helped me a lot in various ways (Life, Investment and Trading). Concept - Clustering...
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Himadri Specialty Chemicals
@basumallick wrote: Himadri is a Kolkata based company mainly focusing on coal tar pitch and carbon black. Product chain image.jpg638x606 106 KB Main ProductsCoal tar pitch: - used in the manufacture...
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Tool to track what well known Investors are accumulating
@Sowmay wrote: We launched a web app CloneFolio which aims to help you clone the portfolio of well-known investors. It fetches the data of recent shareholding pattern and presents all in one place....
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Separating Luck and Skill in Investing Performance?
@Donald wrote: This is a somewhat abstract topic - difficult to get to grips with. I have been struggling to come to terms with this from mid 2015 or so. My thinking is still work-in-progress, but as...
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Back-to-Basics: Connections between the 3 Financial Statements
@Donald wrote: H 3Financial_Statements_Connections.png1500x942 408 KB I have tried to teach myself these connections a few times in my journey...but for some reason, never pursued it with diligence...
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Camphor & Allied Products Ltd
@Mahesh wrote: Camphor & Allied Products Ltd. ---- A Case-Study of a Silent Management, Apt in Execution. Camphor & Allied Products Ltd. (CAP) is a perfect case-study of how an otherwise...
View ArticleCommodity and Cyclical Plays
@jitenp wrote: Hi friends, Here's a small presentation on my experiences in commodity and cyclical plays. Plz feel free to discuss. -Jiten Parmarcomm.pdf (145.5 KB) Posts: 228 Participants: 75 Read...
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Indian pharma: Industry perspective
@ananth wrote: Indian Pharma has done very well in the last few years but as the industry matures it becomes important to have an overview of the entire industry. Overall industry view will help us...
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HDFC Life Insurance Company
@drgrudge wrote: HDFC Group is coming out with its first IPO in 22 years with HDFC Life. Issue opens on Nov 7th and here are my notes. Why Insurance is a Good Business? National Pension System (NPS)...
View ArticleContrarian investing using technical analysis
@Mehnazfatima wrote: The purpose of this thread is not to make any purchase recommendation to investors on the basis of technical but just to point out to the investors stocks which are making a...
View ArticleSP Apparels Limited --- Can it be a steady compounder?
@aveekmitra wrote: Price on date (April 30th 2017): Rs. 416/- Market Cap: Rs. 1050 Crores; Sales: Rs. 477 Crores in 9M 2017; SP Apparels is a 30 year old Garment and textile manufacturing company...
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