For those who, like me, found the great Graham’s Intelligent Investor tough going, it is the right graduation, before you go back to Graham perhaps.
Greenblatt is no mean teacher. I rate him very high.
Value Investing_ From Graham to Buffett and Beyond ( PDFDrive ).pdf (4.3 MB)
Hello @hack2abi
Have loved your detailed posts in this thread.
Now that there is more clarity on the reverse merger, and valuation of the bank has improved quite a bit, how do you plan to play this.
Thanks for your time 
Surprisingly, unless those of Buffet, Munger’s letters have not really attracted much attention. So grateful.
Hello @vikas_sinha
Wanted to ask you about Ujjivan Financial. Now that there is more clarity on the reverse merger, and valuation of the bank has improved quite a bit, how do you plan to play this.
Thanks for your time
Has anyone used precize or stockx website for buying unlisted shares? I recently enquired about NSE shares on unlistedzone. I was shocked to see a quoted price of 3900 and a very lengthy process involving stamp papers etc
Prof. Pattu is not a right person to consult on the stock picking and to ask whether to invest in direct stocks as he is a professor good in statistics , mathematical calculations and very good in excel sheets. But by his own admission, he never try to understand a business module or reaf annual reports and concalls. Its no5 his domain. If you want to know about index funds and in-depth knowledge about indexing, he is an expert in that
Details Ferrite core transformers
Non conductive – This allows them to be used without the protective coating & keep the size small.
Made of manganese and Zinc or Nickel and Zinc
Major applications of Ferrite Core transformers
More details – Ferrite Core Transformer | Why they are in Demand?
Demand drivers
Queries
Spilt of business between Power and distribution transformers
Margin sustainability will be challenge , as global RM are on lower trend and in coming quarters or next FY uptrend might come.
Manufacturing capacity of shilchar is 50MVA as per the website. will this be sufficient for capacity for Grid upgradation from old grids to renewable energy grids. also renewable energy grids require smart transformers as per the below document. but shilchar is not manufacturing it.
P.I.Industries down by 10% on the above news. I feel its over-reaction by market. So added some quantity.
Disc- I hold P.I industries and its my major holding and intend to hold for long term.
5 USFDA observations on Laurus Labs
Rating Update