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Business analysis

I'm Back after a long time...

8:52 AM
Well well well , finally I found time to write.. yes after a long time, and why not, I was getting married , so I ought to take a break. Ceremony was fine and everything went fine. But that's true, a lot has happened over the past few months. We will see how keep and hold strategy is holding my portfolio strong (this...

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Behavioral Finance

Telecome Tussle

3:19 AM
So much fuss about a simple issue over call charges.!!!Well we all are aware of the so many things happening in telecom space. First Bharti lost MTN deal and then Tata Docomo came up with one super cheap scheme and then TRAI trying to make a pay per second a mandatory stuff in every service provider's portfolio. But is there any scope for...

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Business analysis

Important Matrix data

10:04 PM
Date :- 30th September 2009P/E :- 22.90P/B :- 3.76Dividen Yield :- 1.00India Vix :- 25.27(Please click the image below to get full preview) Remember to go against the crowd.I know you know what I mean. As Mr. Buffet has once said:-"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right."Thanks,Ashutosh ...

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Nifty Stats

11:47 AM
Date :-14-Sep-2009P/E :- 21.66P/B :- 3.78Div Yield :- 1.06 ...

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Business analysis

Few Important charts....

11:46 PM
Please Click the chart to view details.... ...

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Business analysis

An Insight From Joe Ponzio....

10:20 AM
Well this is a real great explanation of Inventory Turn and Profit Marging and I don't want to miss it by any means, that's why I'm adding it in my blog just for educational purpose.You can visit this article at http://www.fwallstreet.com/blog/189.htmUnderstanding the True Profit MarginBy Joe Ponzio on August 7, 2009 On the heels of yesterday's article, I received an e-mail from a...

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General

Perception......Something to think about

1:15 AM
Washington, DC Metro Station on a cold January morning in 2007. The man with a violin played six Bach pieces for about 45 minutes. During that time approx. 2 thousand people went through the station, most of them on their way to work. After 3 minutes a middle aged man noticed there was a musician playing. He slowed his pace and stopped for...

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Behavioral Finance

Confused....

12:29 PM
So after a long time, I’m here to write again. So what should I write about? After reading about so many market predictions and how to? recommendations I found myself confounded. Some say buy this sell that , other say “Still no signs of green shoots”. Me as a really small retail investor is apprehensive about every step because my mind is anchored...

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C.K. Prahalad speaks.....

8:28 AM
http://www.isb.edu/ISBWEB/ISBCMS/File/CK%20Prahlad%20Speech.pdf http://www.isb.edu/ISBWEB/ISBCMS/File/CK%20Prahlad%20Speech.pdf ...

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analysis

Something about PE level....

10:40 AM
Average P/E of Nifty from 01-Jan-99 till today is 17.66 and this one is one of the most important factor which we all should take into account while deciding to sell your holding. During the peaks of 2001 and 2008 Nifty P/E was more than 28 and market crashed after that. Currently P/E is hovering around 18-20 which are cautious levels. Thanks. ...

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Business analysis

I'm Into Underwears.....

9:27 AM
Well after a long break I'm here again to post an entry, actually the times were not good and they were demanding great courage, focus and patience from me . I some how managed to save my ass from getting into negative territory.Yes the fund which I started in 2007 is still in green although with meager return of 8%, on the other...

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Charlie Munger

Joe Koster's summary of Poor Charlie's Almanac

1:47 PM
Thanks to Joe For the Summary.I had missed so many points listed in the summary during this current fall but atleast I'm proud that most of them I have already inculcated in me. Well I have never read the book because it's not available in India , I'm trying hard to get it from somewhere but let's see when will I get the...

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BSE Groups

BSE Groups

10:59 AM
Noting the group division among bse securities for my reference:--GroupsThe scrips traded on BSE have been classified into various groups.BSE has, for the guidance and benefit of the investors, classified the scrips in the Equity Segment into 'A', ‘B’,'T', ‘S', ‘TS' and 'Z' groups on certain qualitative and quantitative parameters.The "F" Group represents the Fixed Income Securities.The "T" Group represents scrips which are...

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Behavioral Finance

A Short Lesson on Behavioral Finance

7:01 AM
Why do so many otherwise smart people make a foolish financial choices?Why do investors sell stocks just before the skyrocket - and cling to others as they plummet?Why do shoppers overspend when using credit cards rather that cash?what do our habits of tipping indicate about our relationships with money? Well you might have never thought about it,neither me but I was in constant...

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A Closer Look at Bank Stocks

11:06 AM
A Closer Look at Bank StocksAlthough there are considerably more than 800 publicly traded U.S. banks, many investors shy away from this sector. The reported financial statements look funny, and the results don't neatly fit into the handy-dandy screens and formulae that many investors like to use. That's a shame, because as Warren Buffett has shown in the past, well-chosen bank stocks can...

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Business analysis

United Spirits Ltd Share Pledging.....

3:56 AM
One more reason why some investors should gain from the short term memory loss of the other so many. Here are the reasons:---United Spirits Ltd:--Equity -2009.32 crdebt :- 1162.08 crat 12.5 or more expensive 13% interest rate 152 cr interest annually which is fully supported by the 5 year average PBDIT of the company. So it is well withing it's debt capacity.Same is...

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Two Value Investing Ideas

9:30 PM
Debt capacity bargainsNow let us move to an even more interesting theme which I like to call the debt capacity bargains and I find it very interesting because it has got an academic angle to it. And the academic angle is this:The value of a debt free company has to be substantially more than the amount of debt it can comfortably service. It's...

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