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
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
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
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
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...
vrvk.wordpress.com
Demerger of Adani Enterprise Ltd., – A value creation? | Indian Buffet
https://vrvk.wordpress.com/2015/02/02/demerger-of-adani-enterprise-ltd-a-value-creation
A Value Investor's Diary. Demerger of Adani Enterprise Ltd., – A value creation? Demerger of Adani Enterprise Ltd., – A value creation? February 2, 2015. February 19, 2015. Adani Enterprise ltd., a holding company, has decided to demerge its power, Transmission and ports businesses. Transmission business will be listed as a public entity post the demerger. The articles on the same has been available in the below links,. Now coming straight to the point,. AEL – 1 @ 629 (Latest closing price). Most holding...
vrvk.wordpress.com
VRVK | Indian Buffet
https://vrvk.wordpress.com/author/vrvk1986
A Value Investor's Diary. Articles posted by VRVK. Indian Banking Sector – A Quantitative view ( Part 1). February 19, 2015. February 19, 2015. The following study is performed by me, utilizing the data from RBI website. The data used for Balance sheet and P&L are old (as of March 2014), but the Price to book value data is taken as of February 2015. The purpose of this study is to quantitatively identify the impact of Quality of assets and the ability to manage it, on the Market performance. United bank ...
vrvk.wordpress.com
Indian Banking Sector – A Quantitative view ( Part 1) | Indian Buffet
https://vrvk.wordpress.com/2015/02/19/indian-banking-sector-a-quantitative-view-part-1
A Value Investor's Diary. Indian Banking Sector – A Quantitative view ( Part 1). Indian Banking Sector – A Quantitative view ( Part 1). February 19, 2015. February 19, 2015. The following study is performed by me, utilizing the data from RBI website. The data used for Balance sheet and P&L are old (as of March 2014), but the Price to book value data is taken as of February 2015. HYPOTHESIS TO BE TESTED. Higher the GNPA as a percent of advances, Poorer is the market performance. NPA and MARKET PERFORMANCE.
charurastogi.wordpress.com
Part 2 of Sojourn to Coastal Karnataka and Coorg: Scotland of India | Charu Says
https://charurastogi.wordpress.com/2013/12/31/part-2-of-sojourn-to-coastal-karnataka-and-coorg-scotland-of-india
Inflation is taxation without legislation. Part 2 of Sojourn to Coastal Karnataka and Coorg: Scotland of India. Posted by Charu Rastogi. In Rolling Stone : Travels. Asymp; Leave a comment. Coracle ride in coorg. Road conditions in madikeri. Things to do in coorg. Things to do in Madikeri. Click here for Part 1. Day 5- Mangalore to Madikeri (Coorg)- 138 kms. There is only one route from Mangalore to Madikeri. Day 6- Tala Cauveri and Mandalpatti. Mandalpatti is about 18-20 kms from Madikeri. The road r...
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