A store not only offering free goods, but also offering money to customers for buying goods from them!!! Well, that’s the feeling I got when I accidentally happened to visit Ikea’s first retail store in India. This weekend, I was in Hyderabad for a couple of management meets. I am…
Category: Investment
Rushil Decor – Management meet notes
We recently met with the management of Rushil Décor Ltd. (RDL) to understand the business better and its future prospects. While detailed notes are in the attached file Rushil Decor - Mgmt meet notes, hereunder is our takeaway from the meet: We like the home improvement space. It has all the…
Arihant Superstructures Ltd. – Q1FY19 conference call takeaways
We attended the conference call hosted by Arihant Superstructures Ltd (ASL), on 14th August, to discuss their Q1FY19 results. Arihant Superstructures Ltd., is one of the renowned affordable housing real estate developer, with significant presence in Navi Mumbai Metropolitan Region (NMMR) & Jodhpur. While you may want to refer to…
Bliss GVS – Q1FY19 conference call takeaways
We attended the conference call of Bliss GVS Lld held on 14th Aug, to discuss their Q1FY19 numbers. Attached herewith are the key takeaways from the call. Founded in 1984, Bliss GVS Pharma today has more than 33 years of expertise in Manufacturing, Marketing & Exporting of more than 250…
BIG is beautiful…not necessarily
I recently bumped into Sean, an old friend of mine. Since we met after long, we decided to chat over a coffee and started discussing a variety of subjects, markets being one of them. He seemed to be deeply disturbed by the recent meltdown in mid/small cap stocks and had…
DII f(PI)lows – trend or just a bend??
FPI flows have historically had a direct co-relation with the index movement. Look at the chart below. The chart clearly depicts the co-relation of FPI flows with that of the movement of the broader index (Nifty). The pattern seems to have played out even at instances where the FII selling…
Telecommodity
The show stopper, in the month gone by, was the spectacular launch of Reliance Jio, rattling the telecom industry and consumers alike. While a disruptive pricing was by-and-large expected with the Jio launch, the actual announcements in the AGM; free voice calls, cheap 4G data rates, cheaper 4G devices…
Trend is your friend..BUT not the end!
It’s only been 9 weeks since I had written my 1st post (read here: http://t.in.com/0Zgs) on how the steep returns in several stocks had intrigued me and had started ringing my alarm bells. Honestly, I had NO clue that the market would correct this way, especially the mid and micro caps!!! Complete…
Airlines – Please fasten your seat belts
Aviation stocks in India have taken off, virtually. What with the way the stock prices have returned in the recent past: Jet Airways up 100% in the last 6 months, SpiceJet up 400% in the last 9 months & Interglobe Aviation posting huge listing gains over the last 2 months…
Finite capital, infinite ‘ideas’
I usually don't write posts, but couldn't resist myself from writing this. "Dekha, maine bola tha na" (Didn't i tell you), "Long term value buy tha. Bought it a couple of days back and aaj mera target price aa gaya" (It was a long term value buy. I bought it…