Is MPS being smart or stupid ?

Today was a particularly exciting day for MPS as they announced their Q3 results along with a second interim dividend of Rs 10 per share. They also passed an enabling resolution to issue securities for QIP upto 150 crores, The market, keeping in line with its eccentric reputation lived up to it by dropping the…

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8,000 cities to govern – Irena Vittal

Urbanization is on the official agenda in Delhi: build 100 smart cities, and now, revive 500 existing cities. This priority is long overdue: one in three Indians lives in a city. Indeed, experts believe the real number is a higher 52%, if one relaxes India’s tough three-part definition of urban. Clearly, while policy ignored cities…

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Re-Imagining India

Everyone wants to make a buck, and rightfully so. However, when you want to make that in India, on India’s prospects, it is imperative that you understand where India is today and where it will be in the near future and even more importantly, what factors will drive that change. Below are excerpts from the…

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DHANDHO – Investment Primer

Of all the books that i have read and re-read Dhandho is probably the best for a primer on investing. It goes beyond the numbers and hits at basic investing logic. With time these principals will be fine tuned and complicated 🙂 but just sticking to this too will yield you enormous confidence in your…

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CCL Products – Problems of Plenty

  They say that people can be divided into four categories, employees, professionals, businessmen and investors. Each of the above have unique traits and people in each of these categories have very different lives and mindsets. CCL’s ex MD is a thoroughbred businessman and an entrepreneur. His lifespan covered starting of the business, growing and…

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MPS Ltd – FY 2014 Results Discussion

Initiation Call  https://biginvestorblog.com/2014/01/07/mps-initiation-dec-2012/ Q3 results discussion  https://biginvestorblog.com/category/stock-ideas/mps-ltd-stock-ideas/ Nishith Arora has systematically turned around the business with ease and panache. He has framed rules of keeping employee expense under 40% of sales, done away with expensive locations, kept only Dehradun as the only option of expansion, concentrated on increasing services in the geographies he is already…

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