November 23rd, 2010 
Prabu Karthik I thought let me document our current portfolio, and write on my thoughts on the same in the coming days in separate posts.
1. Amara Raja Batteries
2. Geodesic
3. Indiabulls Financial Services
4. Indiabulls Real Estate
5. Indiabulls Securities
6. JK Lakshmi
October 11th, 2010 Prabu Karthik I know I have to write about Micro technologies. But before that I thought I wanted to write about another topic.
Indiabulls financial services. There was a time not too long ago this stock scaled the heights of Rs. 1000 per share or thereabouts.
And then I think in 2009, it scaled
September 27th, 2010 Prabu Karthik At present, we very bookish on a company called ‘Micro Technologies india’ ltd. More on this after detailed analysis
August 29th, 2010 Prabu Karthik One of the most common explanations I get whenever a high earning stock is available at a cheap price is that, ‘Mr. Market knows something we do not know about the stock’.
Suppose Hawkins cooker goes up seven fold in a year, it is hard to believe the intrinsic value of Hawkins
August 23rd, 2010 Prabu Karthik Whoever wants to get into stock investing should first read the the equity desk’s (our own TED) discussion in ROE and ROCE. It is an invaluable discussion not available in many of the books we purchase for several hundred rupees.
I take this opportunity to salute and thank MR.
August 19th, 2010 Prabu Karthik Our friend Hitman has started a blog hitstocks.blogspot.com. And guess the stock discussed on the first post? Shanthi Gears.
I personally second Hit bhai’s assessment of
August 18th, 2010 Prabu Karthik Vishal Retail is an interesting case study. A case study of a stock which had a mighty fall from the heights of Rs.900- 1000 a share in its IPO days to the present Rs. 50.
What is that i find interesting about Vishal?
The current market cap of the stock is about Rs. 120 crores. The
August 15th, 2010 Prabu Karthik The deal with spin off goes like this.
Suppose there is a company called X ltd. Let us say X ltd is in to two business types – a loss making commodity business L in an industry with intense competition and a very profitable business with a substantial moat, namely
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