Archives: 2007 June
trader or investor …who should i be ?
June 27th, 2007, 5 Comments
I started blogging in 2004 and had a blog on sify ( see here) I was just browsing through my old blog to see what i had written then and see how my thinking has changed since then. I came accross this post which i had written then (more in jest than anything else). This [...]
Searching for investment candidates – IV
June 26th, 2007, 3 Comments
A few more investment ideas which have passed through the initial filters. Alembic – A mid cap pharma company. Revenues have gone up from 550 Crs to around 750-800 Crs for the current year. Net profits in the same period has gone up from 30 odd crs to 80-82 Crs. The margins have doubled in [...]
An interesting poll
June 22nd, 2007, 2 Comments
Prem sagar had a poll running on his blog for the best indian financial blogger and published the results recently.Good to know that there at least 30 folks who find the blog worth reading
Margin of safety and banks
June 20th, 2007, 5 Comments
I recieved an email from Rohit shah. I am posting the email and my reply to his question belowHi Rohit, When you have some time, I request you to elaborate on ‘Margin of Safety’ principle as propounded by Ben Graham and strongly followed by Warren Buffett. What constitues margin of safety and how does one [...]
What a waste !!
June 17th, 2007, 6 Comments
Rakesh jhunjhunwala is an eminent investor. He is one of the indian investors I follow closely. Recently I found the following interview I typically read all his interview very closely. He is both an exceptional trader and investor. One of his key approaches to investing is to understand the business model of a company, identify [...]
Searching for investment candidates – III
June 15th, 2007, 2 Comments
In continutation of my previous posts (see here and here), I am posting a very rough analysis of a few more rejected and ‘in-process’ ideas. Again a disclaimer – I am not promoting or justifying any of these stocks. These stock may be injurious to your networth if you are looking for quick profits (if [...]
