Archives: 2007 May
Value in midcaps ?
May 28th, 2007, 5 Comments
I have written earlier that there seems to be more value in the midcap space than Large caps represented by the Sensex and Nifty. The above hypothesis came about as I am finding far more ideas in the midcap than the large cap sector of the market. I decided to check the above hypothesis and [...]
Red flags – Aftek infosys
May 24th, 2007, 11 Comments
Aftek infosys appeared on my stock screens a few days back. I also had a comment from prem sagar on the company. The company seems to be extremely undervalued. It seems to have almost 400 Crs of cash on the books with a market cap of just around 650-700 Crs. With the last year profits [...]
Analysis of Novartis india
May 21st, 2007, 3 Comments
Novartis india is the Indian subsidiary of Novartis AG. The company has the following business segments – Pharmaceuticals, Generics, OTC and Animal care. The company is in various therapeutic areas such as Immunology and Transplantation, Oncology, Gynaecology, Central Nervous System, Respiratory, Pain and Inflammation, Ophthalmics and Orthopaedics. In the OTC space the company has some [...]
Business models of Pharma industry
May 17th, 2007, No Comments
I have written (see here) earlier on the pharma industry in 2005. A few high profile patent challenge losses in 2005 and 2006, brought down the valuations for several companies. My basic thoughts about the industry have not changed I have been analysing the industry further recently and can see two different business models. The [...]
How to be a better investor – evaluating performance
May 14th, 2007, 3 Comments
One of the most important aspects of becoming a better investor is to evaluate one’s performance. However I do not think an absolute performance is the right way to do it. For ex: If one’s stock portfolio returned 2% during the period 2000- 2003, I would consider it to be a superior performance than a [...]
How to be a better investor – My approach
May 9th, 2007, 17 Comments
I posted the reply from warren buffett on the above question. The key takeaway from his reply is that one should read a lot and invest your own money based on your ‘own’ ideas and analysis.I will touch upon my approach to improve myself as an investor in this post. I have been reading various [...]
