Archives: 2007 October
Allahabad Bank
October 29th, 2007, 2 Comments
My notes on Allahabad bank AboutAllahabad bank is one of the oldest banks in India with over 2000 branches. The bank’s branch network is predominant in UP, Bihar and other northern parts of the country. The bank also has 47 specialised branches for various business activities such as Industrial finance, Collection service, Treasury management etc. [...]
The frustation with Value investing
October 23rd, 2007, 8 Comments
I received the following comment from amit and can completely empathize with his frustation. Instead of replying via a comment, I thought of posting it as my reply is rather long winded. My reply is after amit’s comment. Hello Rohit,In 2005 i passed from my engineering course and joined a software MNC.As there was too [...]
How to look at the market swings – Time horizon
October 21st, 2007, 7 Comments
I have been re-thinking my time horizon for investments for some time and have made some changes to it. The corresponding impact on my investment decisions and how I look at the market swings has been dramatic. My earlier time horizon was on an average 2-3 years. However I have now increased my time horizon [...]
Banking
October 16th, 2007, 4 Comments
I have written earlier on banks On valuation approach of banksMore thoughts on valuation of banksVarious factors to evaluate banksMargin of safety and BanksI recently posted on a Financial services company ‘sundaram Finance’ which has a business model similar to banks. I have been analysing banks as a group, trying to understand their business models [...]
How to make 6.4 lacs by investing 1000 per month
October 13th, 2007, 5 Comments
Is’nt the above title like a typical get rich quick scheme ? Frankly there is no magic in the above. The approach is very simple. The NSE or BSE index on an average has returned around 16-17% per annum for the last 10-15 years. So if one can invest via SIP (systematic investment plan) around [...]
Analysis – Sundaram Finance
October 6th, 2007, 4 Comments
AboutSF(sundaram finance) is an NBFC promoted by the same group which controls companies such sundaram clayton etc. The company is the business of hire purchase and leasing in the automotive sector. In addition the company has subsidiaries for housing finance, asset management, Infotech, insurance etc. FinancialsThe company reported a consolidated revenue of 1100 crs with [...]
