Posts in category All News
Distressed by a falling rupee, private equity funds in India look for a way out of the maze (17-09-2015)
POKARNA LTD ( Stock opportunities ) (16-09-2015)
Very impressive guys. Feels very good to be part of a forum where there is so much of discipline , attention to details and lot of scrutiny. I havnt learnt much from my earlier mistakes of " bigger picture" attitude. I will be busy next 3-4 days and when I come back I will update as much as I can.
However, I remember asking one of the Bedrosians store how long are they selling Quantra, I vaguely remember he said 4-5 years, but i can get more accurate info later.
We should also make a plan to visit their office in Hyderabad for more detailed discussion with the management.
Thanks-Mahesh
Varun 2020 portfolio – 2 strategies (16-09-2015)
@varvp14 My returns aren't worth broadcasting in this great forum of wiz kids. But let me unmask it, since you had asked. Unrealised gain for a 15 - 18 month period used to be a respectable 60-70% but it has nose dived to a meagre 30% , after steep corrections everywhere but the killer nose dive in 2 of my key holdings - Page and Eicher plus not to mention the southern sojourn of Axis, Yes, Kitex, Ambika and of course big cuts in Repco - plus Gruh in standstill mode.