Stallion Asset on ET Now ( Amit Jeswani)

CHOR hai yeh stallion. Muje Reliance Capital le diya 800rs pe and within 2months its down by 50%

TV pe recommend bhi karke gaya tha Reliance Capital 800 pe
Amit Jeswani Chor hai bc

 

Yeh NIDHI HINGORANI kon hai ?? Stallion ki employee hai??
Hamesha Amit Jeswani ki post daalti hai
Moderator needs to look and kick NIDHI out as its forum for independent investors and not for advertisers

 

I wish to clarify all the speculative news created by you on Stallion Asset.

Just a Clarification. Reliance Capital is not a recommendation by Stallion Asset to our clients. We have given out our analysis on the stock and solely expressed what we believe is fair value. In hindsight reliance capital was a good bet, but markets say otherwise and the risks played out. Please stop posting wrong news and speculative rumors of Stallion Asset and Mr Jeswani.

https://www.stallionasset.com/blog/reliance-cap-the-dark-horse/
( Please read the blog on how we have highlighted the risks)

Stallion Asset's Model Portfolio is up 81% for year 2017 and this data can be checked by any Stallion member. We have consistently beaten 100% of Mutual funds and have delivered alpha to our clients.

( Please watch the risk Part and we have clearly highlighted it)


The Fair Value of Reliance Capital is 1111, using SOTP Method.
Reliance Capital has 5 main Business' 1. Asset management – Mutual Fund Business 51% Stake. IPO Soon 2. Life Insurance – 51% Stake owned rest owned by Nippon
3. General Insurance – 100% Stake Owned Reliance Capital. IPO Soon
4. Housing Finance – 100% Stake Owned expect to be demerger. Demerger Soon
5. Commercial Finance – 100% Stake Owned expect a turnaround here.
6. Other Non Core Asset and Broking – Non Core expected to be Divested We value Reliance Asset Management at 7650 Crores, Life Insurance at 5175 Crores, Housing Finance at 3150 Crores, Reliance General Insurance at 3000 Crores, Other Ventures at 4,000 Crores. The Total SOTP Valuation of Reliance Capital is 28075 or 1111 per share.

The Biggest Risk is Reliance Communication failure.

This is our view and not a recommendation.

We maintain the Highest level of ethical and have the right to express our views. We hope to have cleared any misconceptions here.

 

RCOM is big NO.

 

Agree with Sharma Ji...Mera bhi bc 10 lac doob gaya..they keep changing their model portfolio and thus "selection bias"..at individual level, portfolio niche hai 10% YTD