Of balance sheets and Tea !
I just watched the future of the Magazine. It is mouth watering. Take a look before going forward.Mag+’s version of the magazine I attended the con call yesterday and there seems to be a bit of confusion in what MPS is doing. In reality, its actually very simple. Its just that we seem to want…
Read MorePat Dorsey’s little book-“THAT BUILDS WEALTH” The Game Plan IDENTIFY businesses capable of generating above average returns over many years. WAIT to buy, until they begin to trade at OR below their intrinsic value. HOLD till business deteriorates shares are extremely overvalued a better investment is found REPEAT till you die. Keep asking yourself what…
Read MoreI hail from a family involved in the business of real estate and i have almost always had a bad taste for this business as I thought it was a business that represented the epitome of greed and irresponsibleness of our society. I was once in Singapore with the management of a company called Far…
Read MoreThere is a lot a hoo-haa about TVS in the market as its been a market performer. The stock price has soared, but does the company have the capacity to become the next Eicher Motors ( as per Saurabh Mukherjea of Ambit Capital) ? I’m not so convinced. Bajaj owns 49% of KTM –…
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