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A Lion’s eye on the Bulls and Bears

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

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Wealth of Mind and Monies Must Move in Tandem

We Advise Fundamentally On Direct Indian Equity

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On Kochhars & Videocon is the ICICI Bank Board itself an NPA?

Outset Disclaimer Neither my family nor me are shareholders of ICICI Bank or Videocon. I do know the Kochhars only on a casual greeting basis when we came across each other on ‘Open & Speech Days’ at the School where our children studied. I did however 14 years ago, in and around 2004, meet up with Deepak Kochhar, at his request through a good common friend, at the Cricket Club of India Swimming Pool Cafe in Mumbai to explore the possibility of advising on his Family’s Equity Portfolio. It did not happen as we disagreed on how India was taking off. I had opined that the next few years would be great & they were, with GDP at 9% & Markets zooming in the 2005-2007 period. There was no further meeting after that   In the 1990’s I had a private audience for just five minutes with Mr Dhoot of Videocon, at his request, in his

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Saturday Equity Workshop~You Guys Rocked! Now Go Rock the Markets!

Saturday,February 17,2018  Fundamental Value Vs Price Equity Workshop in Mumbai You Guys Rocked! Now Go Rock the Markets! ~ for what’s Academics & Theory without Action & Application Full House with all pretty knowledgeable & many market veterans from Mumbai,Dubai,Sangli,Kolhapur,Hyderabad,Thrissur & Gokak~from small Investors to High Networth ~from Broking,Corporate,PSU,MNC Banks,MNC IT companies & FPI fraternity too…from a confident 25 year old to a 60 year old who has seen it all & wants to see some more ! Great Interaction literally from 9 am to 9 pm ! & the Bulls remained alive & kicking on & around the Conference Room table throughout ! We covered them all & more!~Valuing on Assets & Earnings & assessing against Market Price ! ~ Demergers  & Delistings  & Rights &  Non Linear Earnings & Holdings & Acquisitions & New Parentage & Turnarounds & Changing Dynamics in Sectors & Themes like in PSU Banks again! & the GST Impact…&

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3 Seats Left ! ~ Sat Feb 17 2018 Mumbai Funda Eq Workshop

3 Seats Left ! ~ Sat Feb 17 2018 Mumbai Funda Eq Workshop Reserve yours now =>  http://www.jsalphaa.com/register.php Fundamental MasterClass in Mumbai Stock Selection ~ Value Vs Price – 2018 ~ Markets Major & Mature ~ Sensex 36000 ~ Taking Stock Saturday, February 17, 2018 At the previous Funda workshops in June & August 2017  we thread-bared Bombay Dyeing at Rs 70 to assess Value Vs Price in the price range of Rs 70 to Rs 85 & participants got excited to lap it up….in months it raced away to Rs 300 & now stands at Rs 250…of course Markets have been kind too…we had covered over 50 companies across sectors like Yuken,Rama Steel & Grauer on Valuation through Assets & Earnings & Situational Studies like M & A, Delisting & Turnarounds & the outcomes have been quite enjoyed by most participants as the feedback shows……. for what’s Academics & Theory without Action & Application As

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Sat Feb 17 2018~Mumbai Funda Equity Workshop~Taking Stock at Sensex 36000

Hey ! Here’s the Announcement that’s been eagerly awaited for the next Mumbai Fundamental Equity Workshop after Full Houses in June & August 2017 Just Click on it to register Fundamental MasterClass in Mumbai Stock Selection ~ Value Vs Price – 2018 ~ Markets Major & Mature ~ Sensex 36000 ~ Taking Stock Saturday, February 17, 2018 As usual it’s on a Full Saturday .This time on February 17,2018 at my Fort HO in Mumbai.The Investment,inclusive of GST etc, is Rs 18000 or Rs 16200 each for 3 or more registrations from a group As Limited Seats,do sign up quick for debating & discussing wealth creation & destruction through direct Equity in Indian Listed Companies We are at all time Highs on the Sensitive Indices with the Sensex at 36000+ & Nifty at 11000+ At my last August 2017 Workshop the Sensex & Nifty were at 32300 & 10000 levels.They’re up 10%+ since then in six

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Insider in Panacea Biotec~up 30%~but Exchanges let it go!

Panacea Biotec~Insider~ but Exchanges let it go! On January 12,2018, loss making,litigation led Panacea Biotec kept slumbering at Rs 230 levels with Volumes below 10000 on BSE Suddenly it woke up on January 15,2018 shooting up to Rs 250 levels with Volumes of over 100000 This morning it’s crossed Rs 300 Company :PANACEA BIOTEC LTD. 531349 Period: 12-Jan-2018 to 23-Jan-2018 All Prices in Rs Date Open High Low Close WAP No. of Shares 12-01-2018   38.05  239.90   231.45  233.25  235.03 9,775 15-01-2018  231.00  266.95  231.00  253.35  255.36 1,19,748 16-01-2018  253.35  264.00  252.15 253.70  257.60 24,406 17-01-2018  254.80  264.15 244.55  256.90  258.24 64,132 18-01-2018 262.90  283.95 260.00  264.70 272.82 2,61,399 19-01-2018 273.00 273.80 265.05 270.20  269.45 52,920 22-01-2018 273.35  291.00 265.00 288.45 282.78 1,26,136 BSE did seek a clarification from the company on  the morning of January 16,2018 https://www.bseindia.com/corporates/anndet_new.aspx?newsid=8304f7c6-8c7d-4074-b2ba-d21cdc5d1e3f & of course Panacea did send it a reply the same day http://www.bseindia.com/xml-data/corpfiling/AttachHis/41beb1d5-3505-4dc3-8852-ed5ab92889a2.pdf It’s signed by Vinod Goel, Group CFO

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Scooters India up @ Rs 75~BSE IPF Oct 2017 Report farcical?

Scooters India up @ Rs 75~You may have shunned it on reading the Oct 12, 2017 BSE Investor Protection Fund (BSE IPF) Commissioned Report Why have I questioned it as farcical? Well…who selects which Company should be covered in such Reports by the BSE IPF ? For in Scooters India the Performance really is secondary at this juncture,even though their Vikram Three Wheelers have got a market share in UP at least where they are manufactured near Lucknow  ~ what is moot is the proposed disinvestment & the assets,including land of 125 acres, that goes with the company  ~ Valuation is essentially ultimately a factor of Earnings &/or Net Assets The Point is that any Report that the BSE IPF commissions to serve the Investors ,needs to be impactful & serve the purpose for which it has been commissioned Their Initiative of course deserves applause & support It is not,of course the job of  the

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