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

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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

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February 11, 2017 3 Comments

Equity ~Life Changers or Life Maimers ?

Equity ~Life Changers or Life Maimers ? This Thought was inspired by a Whatsapp Forward received this morning titled Power of Equity .It listed many Life Changing Wealth Creators that grew many fold from just Rs 10000 invested in each  & carried a concluding Message in Capitals ” INVEST WISELY WITH LOTS OF PATIENCE “ This was the List & I’m assuming the Years & CAGR Maths is correct with Dividends not being considered : Eicher Motors-1992 => Rs 80 lakhs Asian Paints-1986 => Rs 90 lakhs HDFC -1990 => Rs One Crore Brittania – 1985 => Rs 1.06 crs MRF – 1985 => Rs 1.10 crs BOSCH -1985 => Rs 1.20 crs Amara Raja -1991 => Rs 1.25 crs Shree Cement -1990 => Rs 2.90 crs Infosys – 1993 => Rs 3 crs Dr Reddys -1986 => Rs 10 crs WIPRO -1981 => Rs 400 crs Cannot Argue with this Message for I’ve seen

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February 6, 2017 6 Comments

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 Then it was the Stock Channels turn to take credit as Vodafone confirmed such talks yesterday Ironically neither BSE nor NSE Authorities received any pro-active notification from the listed Birla Group Company Idea Cellular.It was on the Exchanges re-actively seeking a clarification did the company send one to confirm they were in preliminary talks with Vodafone But look at the recent chronlogical events that prefaced

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January 31, 2017 7 Comments

Congrats Shobhit ! You win the retro TAP GAP 2016 hamper for Lakshmi Energy & Foods

Sadly TAP GAP 2017 cannot be announced  for now as SEBI has proposed a blanket ban on such competitions.More on this at the end of this post But First the Good News for Shobhit who contributed MIC,Subex and Lakhsmi Overseas in TAP GAP 2016.MIC lost one fourth value in 2016 while Subex is down 6.5% after promising starts But Hey Shobhit ,your Lakshmi Overseas,now named Lakshmi Energy & Foods Ltd,came from behind in the second half of 2016 and recorded the highest gains from all the 101 entries in TAP GAP 2016 pipping Vishal Kejriwal’s Kisan Moulding to second spot .Your gauravblog hamper ,as promised ,will soon be on it’s way to you Here’s the final performance in 2016 of all the 101 entries after adjusting for Bonus & Splits in 2016 in several scrips.If I’ve left out some adjustment do let me know.Kaveri Seeds,for which I had announced Pushkar as the winner,earlier in 2016

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January 3, 2017 8 Comments

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 &

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December 16, 2016 1 Comment
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