Sachin - the share price of Jbm auto is around INR 180. It's EPS is around 6. Not sure why you are saying it is a single digit PE ( I rushed to...
Uppu - as per you is there a fundamental problem in DCB bank? Or is the crash a mismatch between firms long term view and markets short term...
Thank you Uppu. Here are the issues not clear to me in your post: 1. Why do you say textiles is a bubble? 2. Your advice is to find a niche...
RIL Infosys Aurobindo LIC housing Shriram Transport IDFC ( bank) Shilpa Medicare Camlin Fine Sciences Looking at Kitex but still haven't bitten...
Carl, the idea of this thread is not to emphasise the importance of a concentrated portfolio. I think, in the end, it is a matter of which...
Each one is a gem. So a core portfolio that could grow around 35 percent , yoy,over next few years; then the rest allocated to trading...
Aha! That's a neat way to escape some hard introspection:-)
There are of course pros and cons of running a concentrated portfolio. But one real pro is that it really forces you to think through your...
Industry Attractiveness + Company Attractivesness + Price Attractivessness : three tier approach to sleeping well and making decent money
Yes you are right. Aviation is a play on crude primarily. But you can also expect inbound tourism into India to go up. also, I clearly see...
Ok. Then I stand corrected. I got the impression from the interview that a large chunk of growth would come from acquisitions. If that...
I happened to catch this interview on TV. two things struck me - the promotor was evasive with responses. Second, they seem to be relying...
Despite all the hype about tourism in India, it is quite evident that our tourism ecosystem and infrastructure is in shambles; we don't have a...
Abhisavengrow - I agree with you it is an outstanding business. Having said that, would you buy it now at these valuations? If so, what gives you...
I must agree with Sachins observation that the flip flop by DCB bank on branch expansion leaves one wondering how serious an intent was it in the...
The real mega growth inCamlin will come post 2018 when capacity expansion bears fruit. Till then growth will be steady. But overall, I like this...
That is good to know. Thank you.
what is the central growth thesis around DCB? Why is it special? Can someone say that in two or three lines? What sets it apart? Forget the...
As you would have worked out by now, my investing style is solid companies that will first and foremost give me around 20 percent yoy. From this...
If I bought in that sector Godrej and Ashiana will be my picks. But I have a deep distrust of this business in India. Prices are kept artificially...
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