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Category Archives: Long
Long: Ajanta Pharma update
20120421 A promoter group company GABS investments has been buying aggressively from open market. The stock has touched 550. The board is to consider subdivision of equity shares and dividend on 26th April. I contacted investor relations. I could not … Continue reading
Long: Cairn India (update)
20120404 Cairn India was up 4.66% today on news of second oil discovery in KG basin. It has 49% ownership in the block while the remaining 51% is held by state-owned ONGC.
Long: Network 18 Media & Investments
20120325 This company has a stake in every media venture that has ’18’ in name. Two such companies are listed. Other one is TV18 Broadcast. Network 18 owns 59% of TV18. These two companies together have stakes in MTV (I … Continue reading
Purely happenstance or ahead of the curve?
20120325 Indisputably, DNA Money is one of the top financial daily newspaper supplements. Is it purely happenstance that they have recommended Cairn as a decent buy or am I for once ahead of the curve to recommend Cairn before a … Continue reading
Long – Cairn India
20120323 It is the largest private sector oil production and exploration company in India. RIL, Videocon Ind and Varun Ind are others. It is a giant business. Pros It began oil production in Rajasthan in 2010 and has produced oil … Continue reading
Long – Ajanta Pharma
20120322 There is more hope than a reliable story backing this particular pick. Nonetheless value investing for sure. It is a pharma company with licenses in Anti-malarial, erectile dysfunction and dermatology preparations. Pros It’s erectile dysfunction preparation is Kamagra. The … Continue reading
Long: Debt mutual fund – gilt long term
20120317 This is my first blog. Here I will try to explain value investing strategies that I have tried to learn over the past 2 years or so. More about me later. Let’s begin. Late last year RBI declared publically … Continue reading
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