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

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Corporate Governance

Insider in NBCC ?

Insider Trading in NBCC? Check this BSE Trading Data past few days On Tuesday,July 5,2016 the Volume was just @ 86k & price closed at Rs 195.40…next day was EID Holiday…Thursday the Volumes jumped up over 10x to 953k shares & share price surged to close at Rs 215.30…till yesterday the surge continued with price …

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State of State Bank of India @ Rs 225 ~ Shareholders Perspective

State of State Bank of India @ Rs 225 ~ Shareholders Perspective Sensex is arguably reckoned to be the Barometer of our Economy & State Bank of India & Larsen & Toubro have been arguably reckoned to be the best India Proxy Plays in our growing Economy Received a Forward from an Overseas NRI Friend …

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Indiabulls Ventures Ltd at Rs 33~ Up 100% in a month ~ More in Store?

Indiabulls Ventures Ltd at Rs 33~ Up 100% in a month ~ More in Store? ~ 52 Week high was Rs 39+ a year ago in July 2015 & 52 Week Low was Rs 13 this April 2016 The Market Cap from @ Rs 500 crs a month ago is now kissing Rs 1000 crs …

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Subex @ Rs 11 ~ Five Questions that come to Mind

Subex @ Rs 11  & thus available around par of FV Rs 10~ Five Questions that come to mind? First a bit of background of Subex that got grounded bad from a high of Rs 887 in 2005 to a low of Rs 4 in 2013 before sputtering to show some life crossing Rs 18 …

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Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold

Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold  He makes out quite a compelling case for an endgame in Equities with this address earlier this month at the celebrated Annual Sohn Investor Conference of Hedge Fund Managers http://www.zerohedge.com/news/2016-05-07/stan-druckenmiller-endgame-his-full-apocalyptic-presentation He’s a self made Billionaire famous largely for the US $ One Billion …

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Opprobrium~Harsh Censure~ Charlie Munger thrashes Valeant Pharma calling it a sewer

Came across the use of Opprobrium in context of the shaming the conduct of  Valeant Pharmaceuticals, once the darling of Wall Street It stands for Harsh Criticism or Censure or public disgrace for shameful conduct…. Valeant has been accused of Price gouging, secret network of speciality pharmacies & fraud   Always loved the Bluntness of Charlie …

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