Nah ! for Nakoda 46 paise ~ warning was issued three years ago

On December 6,2013 following on a blog reader Dinesh Sampat’s request I had posted the warning below with elaborate reasoning:

Nah ! or Wah ! for Nakoda Ltd at Rs 10.50!? ~ This is for you Dinesh Sampat 🙂

Posted on

This Tuesday morning the Times of India edition carried a brief coverage of CBI arresting the Promoters of Nakoda for forging papers and manipulating accounts to avail of Bank Loans of over Rs 2000 crs which were siphoned off

Here’s the coverage & here’s BSE asking for clarification from the company  on the same

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Promoters rooting for Change of Infosys Chair~Seshasayee to Subrahmanyam?

The Infosys Situation is getting as explosive as the Tata Group’s did with  Promoters rooting for Change of Infosys Chair~Seshasayee to Subrahmanyam?

Corporate (Mis)Governance Issues~First Tatas & now Infosys !~Chairman & Board under Attack by Promoters

It’s been disruptive global times in many ways with Trump now US President and India re-gearing up Post Demonetisation & the Indian Corporate Big League crying out “Me Too” .

Headlines were hogged for months as first Promoter Family’s Ratan Tata led the unusually aggressive initiative  in the illustrious Tata Group to fire it’s Chairman, Cyrus Mistry & now Promoter N R Narayana Murthy has called to replace Infosys Chairman with Prof Marti Subrahmanyam .Ex Directors T V Mohandas Pai & V Balakrishnan support Murthy on this  & are calling for the Chairman’s resignation for serious misgovernance on issues of High Severance Packages,Hike in CEO Package ,Director Appointments,Inducements to bag Contracts,non disclosures among others that strike at the very core values Infosys was build on

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Voda Idea ! ~ Share Price Bonanza for Idea Cellular on Merger Talks with Vodafone

Voda Idea ! ~ Share Price Bonanza for Idea Cellular on Merger Talks with Vodafone

Given the cut throat competition in the Telecom Provider space,Consolidation has been inevitable for quite some time & with just a handful of players it was not rocket science to predict who would make the first move

Insider Play ?

Obviously Insiders knew of the preliminary talks and their friends in the Media were fed the news to facilitate the likes of Economic Times splashing a Vodafone & Idea Merger scenario in their print edition yesterday

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Sadly Tree House Education Uproots Children Now after Shareholders

Sadly Tree House Education Uproots Children Now after Shareholders

The Market Cap is down to just Rs 100 crs at 20% lower circuit today at Rs 23.85

It’s Fall commenced in 2015 uprooting Shareholders Wealth dramatically from Highs of Rs 550 in Feb 2015 when Market Cap was over Rs 2300 crs ! ~ it’s a wipe-off of over 95% in Wealth!!! like you’re left with just Rs 5 from your original Rs 100 !!!

Now Children have been uprooted with Centres being closed overnight

I had blogged extensively on this debacle over a year ago on November 27,2015 with specifics on how there appeared to be cloudy money payments & accounting jugglery in the accounts.My Training Sessions cover TreeHouse when discussing Corporate Governance & Interpretation of Financial Statements when assessing Value vs Price

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Demonetisation:GDP & Real Estate & Sensex affected~For how long?Attend the Workshop

Would Love to have you at the Fundamental Workshop in Mumbai on Saturday,December 3,2016

Stock Selection ~ Value vs Price ~ Positioning for 2017 & Beyond

🙂 It could turn out to be the best Investment in 2016 that you made for 2017 & Beyond !

Demonetisation : GDP & Real Estate & Sensex affected ~ For how long ?

What is more compelling right now ? ~ Opportunity in Equity or the Significance of Disciplined & Astute Asset Allocation ~ Would depend on how Aggressive or how Scared you are ! ~ or as wryly stated how Wise or Foolish you are ! ~ In the context of Investment,Trading & Speculating do you react or pro-act rationally or irrationally,impulsively or with reasoning ? Do you Sweat ,not because of Global Warming or Warm Weather,but because you’re in losses ? Discover your Risk Profile & be True to it

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SEBI is right in regulating those offering stock recos on Social Media

SEBI is right in regulating those offering stock recos on Social Media & Emails & SMSs.

SEBI’s latest salvo to brokers is a 29 Page New Compliance Directive issued in September 2016 while to Investment Advisers (IA) is a 30 page Consultation Paper of October 7,2016 for  amendments to IA Regulations 2013 & inviting comments by November 4,2016

This  Consultation Paper plans to ,among several amendments & clarifications,disallow Investment Advisers offering stock recos  on Social Media unless authorised by SEBI.This has been instantly bashed on Social Media itself for this with hash tags like #SEBIkidadagiri & #SEBIGoback

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