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Big Investor Blog – Of balance sheets and Tea !

Of balance sheets and Tea !

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Big Investor Blog – Of balance sheets and Tea ! | biginvestorblog.com Reviews

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Of balance sheets and Tea !

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1

Effects of the new Real Estate Bill – Big Investor Blog

https://biginvestorblog.com/2015/04/09/effects-of-the-new-real-estate-bill

Of balance sheets and Tea! Press Enter / Return to begin your search. Effects of the new Real Estate Bill. The government has established a regulator and rules for the industry. Increased Transparency = Increased banking interest. Reduced Uncertainty = Increased banking interest. This is all very exciting to safeguard the customers deposits, stop diversion of funds, stop pre-sales of projects that don’t even have basic approvals etc and establish a parallel Judicial Body by establishing a regulator.

2

Career point – Now an Automobile Dealer ##@@#!#%^ ! – Big Investor Blog

https://biginvestorblog.com/2015/02/16/career-point-now-an-automobile-dealer

Of balance sheets and Tea! Press Enter / Return to begin your search. Career point – Now an Automobile Dealer # @ #! Q3 results in Cr. Total (excluding auto division). Finance apportioned based on CapEx. The company will have begun receiving interest in excess of at least 7% (after tax) on at least 200 cr next year, from its educational loan business, its investments as well as its loan to its trust. Quantity growth 30% and price growth 15% next year is expected in the informal education space alone.

3

Stock Ideas – Big Investor Blog

https://biginvestorblog.com/category/stock-ideas

Of balance sheets and Tea! Press Enter / Return to begin your search. Charlie Munger - The complete investor. The Battle for Investment Survival - GM Loeb. The Money Game - Adam Smith. The most import thing - Howard Marks. MPS moves up the Value Chain. People finally warm up to NBCC. An explanation of NBCC’s new 25,000 cr redevelopment contract. 100 to 1 by Thomas Phelps, in 95 points. Originally posted on Big Investor Blog. Revisiting Pat Dorsey’s Checklist on Economic Moats. Pat Dorsey’s little book- T...

4

The Money Game – Book Summary – Big Investor Blog

https://biginvestorblog.com/2015/04/28/the-money-game-book-summary

Of balance sheets and Tea! Press Enter / Return to begin your search. The Money Game - Adam Smith. The Money Game – Book Summary. I’ve recently developed a kind of fetish for business books written in the early nineties. Not only do they read like prose, but also because there views are slow and definite and not mere rants. Money Game by Adam Smith is an immensely enjoyable read. Get your hands on one. Only none of the clocks have any hands.”. One of the most difficult tasks men can perform, however much...

5

Thomas Cook – Big Investor Blog

https://biginvestorblog.com/category/stock-ideas/thomas-cook

Of balance sheets and Tea! Press Enter / Return to begin your search. Charlie Munger - The complete investor. The Battle for Investment Survival - GM Loeb. The Money Game - Adam Smith. The most import thing - Howard Marks. Is Prem Watsa deliberately downplaying Quess Corp’s margin? Thomas Cook India – Fairfax ups equity stake and other updates. Stepping out of the preference cover to take on risks and rewards…. Thomas Cook is cooking up a magic potion. Thomas Cook has been time and again dissected and wr...

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Niftyviews.com,Nse stock,bse stock open information forum : August 2015

http://niftyviews.blogspot.com/2015_08_01_archive.html

Niftyviews.com,Nse stock,bse stock open information forum. Wwwniftyviews.com into an open site.There are no paid services offered by the website.The articles posted by the author are there own opinions and not of the administrator of the website. August 27, 2015. SALZER ELECTRONICS BULK DEAL TRACKER. ELARA INDIA OPPORTUNITIES FUND LIMITED. SWISS FINANCE CORPORATION (MAURITIUS) LTD. RADHAKISHAN DAMANI BUYS MORE OF INDIA CEMENT. The India Cements Limited. The India Cements Limited. August 26, 2015. L&T MUT...

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.

vrvk.wordpress.com vrvk.wordpress.com

Gitanjali Gems – A Bargain, but worth it? | Indian Buffet

https://vrvk.wordpress.com/2014/07/24/gitanjali-gems-a-bargain-but-worth-it

A Value Investor's Diary. Gitanjali Gems – A Bargain, but worth it? Gitanjali Gems – A Bargain, but worth it? July 24, 2014. But, a lot of explanations are required. 8211; Answer lies in their working capital management team. Dont try take a position unless company shows some conviction in managing their Working capital side. Gitanjali gems – A case of insider trading? A Free Cash Flow Guesstimate – Bargain or not? One thought on “ Gitanjali Gems – A Bargain, but worth it? August 10, 2014 at 4:06 pm.

vrvk.wordpress.com vrvk.wordpress.com

Run Baby Run, Says the Red Queen, Or You Will Go Nowhere | Indian Buffet

https://vrvk.wordpress.com/2014/10/15/run-baby-run-says-the-red-queen-or-you-will-go-nowhere

A Value Investor's Diary. Run Baby Run, Says the Red Queen, Or You Will Go Nowhere. Run Baby Run, Says the Red Queen, Or You Will Go Nowhere. October 15, 2014. Excellent piece on Value traps! Two days before my course started at MDI on Friday, I had a fall. A rugged stone appeared from nowhere while I was running. Around a tomb. I fell. Hard. Bruised all over my arm and my knee. Skin off my palm. Bleeding, limbed back home, got fixed by a wife and a doc. It hurt like hell. 1,655 more words. Indian Bankin...

vrvk.wordpress.com vrvk.wordpress.com

Special Situation – Merger of Shasun Pharma and Strides Arcolab | Indian Buffet

https://vrvk.wordpress.com/2014/10/07/special-situation-merger-of-shasun-pharma-and-strides-arcolab

A Value Investor's Diary. Special Situation – Merger of Shasun Pharma and Strides Arcolab. Special Situation – Merger of Shasun Pharma and Strides Arcolab. October 7, 2014. February 19, 2015. Shasun Pharma CMP – INR 181. Strides Arcolab CMP – INR 743 ( A special dividend of INR 105 has been announced). Approved merger ratio is for every 16 shares of Shasun, investors would get 5 shares of Strides arcolab. 5* 638 = 3190 (after excluding dividend). Special situation – Mangalore Chemicals and Fertiliz...

vrvk.wordpress.com vrvk.wordpress.com

Vardhman Acrylic – A Bargain, But worth it? | Indian Buffet

https://vrvk.wordpress.com/2015/01/01/vardhman-acrylic-a-bargain-but-worth-it

A Value Investor's Diary. Vardhman Acrylic – A Bargain, But worth it? Vardhman Acrylic – A Bargain, But worth it? January 1, 2015. January 1, 2015. Vardhman Acrylic is into the business of manufacturing Acrylic fibre which finds its application in the textile industry. Since owned by Vardhman Textiles, this business is much like a backward integrated player for the Vardhman textiles. Zero Debt, Strong Ownership pattern, continuous, but steady sales growth are some of the positives for the company. Anothe...

vrvk.wordpress.com vrvk.wordpress.com

Indian Buffet | A Value Investor's Diary | Page 2

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

A Value Investor's Diary. Kovai Medicals – A case of an Unpopular Share – Part 1. September 11, 2014. September 11, 2014. Something amused me then. People, by the word of mouth, have identified, KMCH as a brand in this space. It is built upon the quality of service, trust of the people, investment in advanced -technologies and word of mouth! I was analysing the share when it was trading at INR 240 have made decision to buy, but the continuous upper circuit, made me to wait! Kovai medicals on the other ha...

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Big Investor Blog – Of balance sheets and Tea !

Of balance sheets and Tea! Press Enter / Return to begin your search. Charlie Munger - The complete investor. The Battle for Investment Survival - GM Loeb. The Money Game - Adam Smith. The most import thing - Howard Marks. The Undoing Project – Michael Lewis undoes Danny Kahneman and Amos Tversky. Demonetization triggers Piramal Enterprise’s first ConCall in years! Bajaj Auto just shot itself in the foot with a Bullet! Recently Bajaj Auto, released an ad on brotherhood day, an ad apparently to reduce dis...

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