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“In India, companies may fall sick, but promoters rarely do!”

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Month: December 2016

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

Tree House Education up Shit Creek & Down Market Big Time at Rs 169

Did not the  FPIs,Private Equity Funds & Venture Funds question this when investing Hundreds of Crs in the Company….and how did Independent Directors & Auditors allow all of this….& how did all such risk miss the eyes of many a Fundamental Analyst when recommending this for Investment !!! 

Shareholders Proxy Firm SES ,co-founded by MD & ex SEBI ED,Mr J N Gupta accuses the Company yet again.

They had raised similar suspicions in 2015 

Message Boards of Stock Portals went ballistic on Tree House last two years with many supporting a turnaround at Rs 150 & Rs 200 levels that it had dropped to end 2015 from Rs 550+ levels.Either they were paid stooges or simply living in Hope in the Squeeze of a Boa Constrictor.2016 actually tightened the squeeze leaving shareholders gasping for breath,dropping from Rs 175 levels beginning of the year to now just Rs 24 & falling.There’s a cloud on the merger too with Zee

And just look at this ironic Shareholder data !

March 2015 ~ 5300 Shareholders at Peak Highs of over Rs 500

December 2015 ~ 13552 Shareholders at Turnaround Hope @ Rs 175

September 2016 ~ 20577 Shareholders last notification count

Clearly Many Investors love standing in front of a Speeding Train ! ~ The Faster the Speed of the Fall the More Join in to commit suicide ! ~ Living in Hope only to Die in Despair ! ~ Sadly most of them could be Retail,sucked in by Positive Views on MessageBoards & by Experts on  Stock Portals & Channels

Earlier in 2013 I had lamented & even loudly warned on the blog (Checkout Category Kingfisher Airlines~ Machiacellian Mallyas) ,in my Forum Speeches & Training Sessions that over 240000 shareholders of Kingfisher Airlines should critically revisit their Investment before it was too late as to me it was simply an Airline that never really took off ! ~ Shareholders remain Holed up in a suspended scrip (last restricted trade was just Rs 1 in June 2015 when it was finally fully suspended even from restricted Trading after initial suspension from December 1,2014 ) while the Promoter Mallya is holed up in London ~ Tagline of my Blog “In India,Companies may Fall Sick but Promoters rarely do!” read more

Fun & Fulfilling Saturday~Stock Market Games~The Shri Ram School in Gurugram

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10 Small Stock Star Trophies & One Big for the Overall Champion to be Won at our Virtual Stock Exchange Stall at TSRS’ Sambhavana ~ Exploring Frontiers Tech Fest on Saturday ,December 10,2016
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Our Stock Star Stall at the Start with all Trophies up for grab on display with a Vertical Banner alongside
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The Horizontal Banner Displayed
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The Team that made this all possible ~ l to r ~ Trainer Gaurav Parikh,Ms Neeti Sharma of TSRS,Ms Adarsh Wadhwa TSRS HOD Commerce,Trainer Purv Shah
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Don’t miss the Dartboard ! ~ it was to play the Random Theory ,as opposed to Fundamental & Technical Research Approach !
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Cross Section of our First Participants
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TSRS Student Grisham,as in famous author John Grisham,gets the first Trophy
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Another Game & Another Cross section of participants
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Purv Shah in his element,guiding participants during the game while I conducted it
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This was the School’s Popular Senior Students competing for the Stock Star Trophy~ some were really aggressive scoring 23 on 25 in the Risk Profiling!
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TSRS Senior School Popular Teacher Ms Neeti Sharma now getting into the guiding act after having warmed up in the first few games!
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Memorable Selfie before the Moment passed ! ~ Vice Chairperson Ms Vasvi Bharat Ram from the Founder Shri Ram Family,Principal Ms Sudha Sahay,Head of Commerce Section Ms Adarsh Wadhwa & her enthu colleague Ms Neeti Sharma along with the both of us Trainers,Purv Shah & Gaurav Parikh
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Purv with another batch of participants
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TSRS’s Ms Adarsh Wadhwa presenting a Star Stock 2016 Trophy to a winning senior student
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And the Overall Champion,Aradhana Parmeshwar, who turned her Rs 10 lakhs Equity Portfolio to Rs 14 lakhs getting the Big One from TSRS’s Mrs Adarsh Wadhwa
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Colourful Organising TSRS Team with us Trainers with an even more Colourful Food Court as a backdrop
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Happy & Satisfied Post Event Team Selfie in front of the imposing TSRS School Entrance
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Trainer Purv Shah presenting a Trophy to the TSRS PE Teacher, one of the Winners,& who knew nothing of Stocks! ~ Beginner’s Luck ?
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The Students were all around engrossed in the Computations while I take a few seconds breather
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At the Start & before all Trophies were won !

It was a Fun & Fulfilling Saturday conducting Stock Market Games at The Shri Ram School’s Sambhavana~ Exploring Frontiers Tech Fest in Gurugram

The Equity Portfolio Game was lapped up by not just students but even their parents and  their teachers

It was EduTainment that became addictive for the participants as the day wore on !…Non Winners played yet again to try to get their hands around the several Star Stock Wiz Trophies & the Overall Champion Trophy awarded by us…by Us,mean the energetic,passionate young at 35 Equity Trainer Purv Shah & me

The Fest was on the School’s Football Ground with @ 30 stalls across & all along the sides & flanked on one goal end by a really huge Stage where Coke Studio got Advaita (Sufi & Fusion)  to perform in the evening at 6 pm & an expansive & colourful strands canopied Food Court at the other goal end

The Fest commenced at 10 am and went on till late afternoon with @ 2000 visiting

Our Stall was the Virtual Stock Exchange Equity Portfolio Game & feedback from the School that it was the best stall on display !

All Loved it ! ~ Kids,Parents,Teachers & us as we interacted with zest & fun with them all ~ there were 10 small Trophies & one big overall Champion Trophy to be won ~ The Overall was bagged by a Senior girl student,Aradhana Parmeshwar, who took her Equity Portfolio from Rs 10 lakhs to the highest at just under Rs 14 lakhs ~ a parent mother shooed away her young hungry kid who was tugging away at her to be taken to the food court ,because she wanted to prove her family wrong who taunted her that she could never make money in Stocks ! ~ she went on to bag a trophy ! ~ a PE teacher who lives the notorious Delhi Winter Fog but had not the foggiest idea about stocks and in fact had even closed his demat account that an overzealous bank had made him open,went on to play and bag a trophy too !

We interacted on Demonetisation & it’s impact &  showed them how to assess their risk profile and stay true to it and how to assess & tackle fundamental data & risks while playing the game ~ being the NCR Region we deliberately included Listed Companies like DLF,Unitech,Spicejet & Noida Toll Bridge in the games & participants,being familiar with these names,love this…one parent wanted to know if really Unitech can revive from current under Rs 5 levels again!

 🙂  We were delighted that from the Founder Shri Ram Family,the Vice Chairperson of the School’s Executive Committee,Mrs Vasvi Bharat Ram visited too & there’s a Selfie above with all of us~Mrs Vasvi Bharat Ram,from the Founder Shri Ram Family ~Mrs Sudha Sahay,Principal ~Mrs Adarsh Wadhwa,Head of the Commerce Section & her colleague Ms Neeti Sharma &  Equity Trainers Purv Shah & me read more

Great Interaction at the Saturday Equity Workshop

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Great Interaction at the Saturday Fundamental Equity Value vs Price Mumbai Workshop…we began at 9.30 am & concluded just before 8 pm,breaking just for Lunch ~ Lovely Ginger Tea was served & welcomed heartily thrice & tetrapak drinks once during the day during the interaction & presentation itself !

As expected the November 8,2016  Demonetisation Announcement & it’s immediate implementation  & it’s continuing  Impact on Equity Markets was debated for awhile on whether stated Objectives will be met or are they really any ulterior motives

Also briefly brought up was the ugly & messy ongoing tussle in the Tata Group to oust Cyrus Mistry as Chairman & also as Director from the Tata Companies he’s on Board & how will all of this impact Tata Companies Share Prices

We did cover quite a lot with the enthusiasm  peaking while covering the Assets,Earnings & Market Relative & Absolute Valuation Basis to assess many Listed Companies,from Core to Penny Stocks to some in the news…. all at latest Friday December 2,2016 Prices

The Feedback has been very warm as were the participants as they had great fun in interacting with each other too ,especially when playing the Trust & Investment Games…..I’m sure they will vie with each other to buy out TCS at US $ 60 billion or more EV if Ratan Tata does really decide to influence the Board to plan to sell !  🙂

Participant views on the Sensex Trend in the short term  were interesting….a few had no view,a few expect sideways movement while one really enthusiastic & unmarried participant from out of town (he came again inside a few months for his second workshop with me) thinks it will crash to 13000 while a married participant was optimistic in stating it will regain 29000  in early 2017….we discussed this threadbare & whether Index Trend really mattered in Stock Selection….we also covered Passive Index Investing vs Active Investing

Yeah ! You Guys were real cool & am glad you’ll  all left with some meaningful Insights than when you walked into the Workshop  &  have strengthened your confidence & conviction to apply them in Practice for serious Wealth Creation through Direct Equity

While all of you walked out with a Kit,Memento, & literally a Tin of ‘Sweet’ Memories,I was particularly impressed,when asked by me to decide, with your immediate & unanimous vote for the ones who walked away with the rewards for the best interaction read more

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