Hi everyone, I was looking into Gujarat fluorochemicals company. Part of the INOX group and I noticed some interesting facts: 1. Company's...
Yeah mate, I remember you having some Ricoh and you mentioning it. Tough luck on that one. I would have done the same on TCS. Maybe you dodged a...
Agreed. Thats one of the risk that can catch on to other states as well. These microfinance guys charge a heck of a lot of interest (25% if I am...
I agree that there is no guarantee for japanese MNC to be ethical but I was biased due to my own experience working with the japanese and this...
I personally like the Microfinance space. It has a lot of scope to grow, I feel. Equitas IPO has done really well. They are planning on applying...
@kharb sir what I respectfully wanted to say that I am not very bullish on the Reliance ADAG group especially because they are poor in customer...
Phew! Dodged a bullet...was planning on buying Ricoh! Corporate governance issue seems like the trigger which will bring this down to below 100 I...
I dont know about Reliance companies now. They are just so crappy in their customer service (I've borne the brunt of being a customer of reliance...
Well I was trying to rebut your point about product companies and their revenues. Apple and MS are the best examples to compare, but I never said...
@Mrityunjay if product development was a one time thing, then companies like Microsoft, Apple etc. would have shut shop a long time ago after...
Good point! I just hope Trump doesn't get elected as President because then, who knows where our exports end up! :( . I also feel that Pharma...
Great companies @TheAlchemist ! probably the best in the pharma business. Bur pharma is going to go thru some pain it seems. Almost all biggies...
Good for you mate! Keep going long in this. Mega returns in the offing for everyone!
It jumped up much faster than I anticipated. Wanted to add more:(. Got some at around 78 levels.
@New_Investor thanks for sharing this. I feel that VISA contract cancellation was definitely a big blow, but I think thats pretty much priced in....
@New_Investor I think what @darth meant was Unified Payment interface. RS Software is building that with NPCI ( See:...
@New_Investor OnMobile doesn't do much besides VAS and subscription related products. Their major source of revenue is RBT (Ring Back Tones), and...
@w4wealth I dont know of many mobile manufacturers in India who are listed. OnMobile has been prominent in VAS service which is basically...
I wouldn't be betting on these small hardware companies. The data explosion is going to happen because of 4G, more smartphone penetration,...
@w4wealth I would reiterate, that content is king. This data usage explosion will help increase reach of content companies. Telcos will also make...
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