— Amit Arora (@amitdipsite) October 10, 2014
How Maggi has got its competitors in knots
http://m.economictimes.com/magazines/brand-equity/food-for-thought-how-maggi-has-got-its-competitors-in-knots/articleshow/44957947.cms?curpg=2
Takeaways from interview of Porinju with ET
Takeaways from interview of Porinju on ET
DLF (CMP: 118):
- DLF fallen off the cliff because of 1) SEBI ban for 3 years from accessing capital markets 2) Govt will probe alleged irregular deals with Robert Vadra.
- The other investors are 'scared' to look at DLF is the cue for a 'value investor' to grab the stock.
- "These nagatives are actually an oppurtunity to buy into great asset at a throw-away price" - Porinju
South Indian Bank (CMP: 27):
- It's attractive given its valuations, geographgy and scale of operation.
- [Kamlesh: Mohnish Pabrai has recently invested in his stock recently. Other big names invested in stocks are Billionere MA Yussufali and Renuka Ramnath]
Nitta Geletin (CMP: 186):
- JV between Keral Govt and Nittal Geletin of Japan.
- He cautined that it is very illiquid stock and hence price movements can be very volatile.
Real Estate stocks:
- As per Porinju, Godrej Properties, Sobha Developers, Oberoi Reality are some good names with ethical prmoters, quality management, and clean balance sheet.
Recommendation in Megacaps:
- Among Mega caps, Porniju recommends Hindustan Petrolium Corporation (CMP: 519), Reliance Industries (CMP: 951) given discount to intrincic value.
Prepare for future
Check out @Anil_Tulsiram's Tweet: https://twitter.com/Anil_Tulsiram/status/527318933586857984?s=09
This is so true in ongoing bull market.
Value investing and VC frame of mind
Value investing + Venture Capital frame of mind [concentration, power law, LT view &focus on multi-baggers] = successful creation of wealth
In a competitive environment, If Incremental marginal cost is zero then price of it will drop to zero. Moat is necessary to sustain price of service.
1/ If you sell service X that has an incremental marginal cost of $0, price of service X tends to drop to $0 or less (unless moat exists).
— Tren Griffin (@trengriffin) October 28, 2014Hindustan Unilever :: Q2 results indicate Softening rural demand
Hindustan Unilever results first signs of softening rural demand.
Low agri product prices likely to put rural consumption under severe pressure.
CMP is 715 after correction of 6% because of posting weak q2 result.
At 560 it offers good value.
Low agri product prices likely to put rural consumption under severe pressure.
CMP is 715 after correction of 6% because of posting weak q2 result.
At 560 it offers good value.
Subscribe to:
Posts (Atom)