Porinju has again bought 1,30,000 shares of Arvind Infra for his Equity Intelligence PMS at 6th November.
http://porinjuveliyath.in/2015/11/05/equity-intelligence-buys-more-arvind-infra/

What are the views on Repco vs Can Fin Homes ??

I understand that they both lend to different sections but my question is why is Repco commanding higher valuations than Can Fin since both are growing at same pace. ROE is also 14-16% for both.

Some back-channel communications reached VP Core Team - effectively saying there's no hanky panky on our part be reassured. Just didn't like/want/appreciate being answerable to anyone!!

That's actually at the heart of the problem. As suspected, these type of folks don't seem to recognise the VP ethos/culture

a) We have seen that couldn't care less attitude in some new comers too (who thankfully do not have such mal-intention). It may be perfectly acceptable behaviour in chaotic unaccountable MC type forums, and may even be the norm. No one owes anything to the Community, there is no accountability, consequently it's a free-for-all; there is no trust or credibility attributable to such platforms
b) VP on the other hand is all about caring and sharing and nurturing, playing win-win, always being polite, always respecting difference of opinion and contrary views because real value addition to ourselves happen when we can listen well.

VP is all about Accountability, Credibility and Trust. You and me and every member is privileged to have equal rights. Anyone can post on anything by adhering to some guidelines. It's a privilege to be able to air your views or share your work on such a platform. Today when you post from such a platform with 10000+ registered members, you are using brand VP - known for its high-quality discussions, and the highly acknowledged structured communication pieces like Mgmt Q&A, Stock Story, Field Work, BQ & MQ exercises.

You are using the Platform's Trust and its Reach, aren't you? How can you take this privilege for granted. Assume zero Accountability ?? You don't want to be answerable to anyone ???

Thanks Prem for your well-meaning suggestion.

In the past this hasn't worked
a) if one writes a para with a valid objection, they respond by writing a page, after apologising in advance for a long-winded answer (at evidence here too)
b) these guys have all the time and patience at their disposal to swamp you every time. A balanced discussion becomes impossible - for the devils advocate doesn't have endless time to spar, nor is there compelling interest - because anyways things don't add up in such scrips - what can you argue about the track record of a microcap with 15 Cr annual business- they can use data to very good effect, never mind that the sample size of that data makes it completely unreliable; end result others give up; mature investors stay away anyway; the novice to greedy guys may get swayed ...there will be lots of oohs and aahs about how much patience, how much selfless work, what wonderful analysis ...and might get trapped
c) it's not always micro caps. Sometimes this is done much more professionally for typical pump n dump. There will be some genuine strengths in the business. Endless hype with global stats penetration levels will be cited in defence; once in 30 posts risks will be re-iterated to give semblance of a balance. But the style is the same - genuine objections will be swamped - there is a organised gang supporting with data points, old reports, vomiting the same 10 points with different slants endlessly. Point is nobody has/can have the energy to match/counter these guys

Our experience has taught us it is futile and a waste of time to counter. Its more effective to educate everyone, empower everyone to watch out for these patterns and encourage flagging. If we suspect multiple patterns playing out, the best Deterrent and Expose is to immediately invoke KYC, while still giving the benefit of doubt for inadvertent mistakes, and be willing to give a decent hearing.

Usually they fall in line immediately