I am writing this in a hurry but definitely not on a High for I don’t drink. But I don’t mind the intoxication of buying a great liquor stock like Radico Khaitan (I also have USL and United Breweries). I am advising it for last 2-3 years at our Blog. Links here and here. It is still hovering around the same price which I don’t mind at all as I have accumulated a good chunk of it during the period (My Avg is 90). As explained earlier also that I prefer investing in a particular stock over a period of…

CARE Ltd: There is one happy person and then there is another happy person; so, theoretically, if we combine these two happy fellows then the result should be more happiness and more happy persons. But still, married persons aren’t the happiest persons on the earth. Theoretically, equilibrium interest rate is the rate where demand for loanable funds equals the supply of loanable funds (say, Banks). But again in real life, interest rates aren’t decided in this way. As in the hunt for higher interest rates banks may end at providing loans to risky ventures like they can find out someone…

I am again into Eggs. So many of our friends are raising queries about the future of SKM Egg as they are invested at higher levels of around 200. SKM Egg is a perfect example of over reaction of the market. When I bought it few years back around 10 my main growth catalyst was growth in Indian market which had near zero usage of its products. However it came back to life thanks to price rise in global markets but making the most of the fertile times it did a good job in wiping out the costly debt from…

Redington India: It has given great set of numbers in spite of the Volatility prevailing everywhere. Although it is not an exception for Redinton as it is showing steady growth in all recent quarters when market conditions were tough. Apart from market volatility, there is another danger that cloud computing may prohibit large IT spending of organizations…but it is still growing by diversifying into new horizons. Distribution business is very tough as they have to establish their relevancy in the present era of cost cutting where some product channels see them as not adding any value to the product chain.…

Enzymes are not alive. This is quite contrary to what most people believe…Living Enzymes never lived at all. My first contact with Advanced Enzyme Technologies Ltd was when I was trying to prove “Non-living Enzymes” to one of my aspiring doctor friend some years back. Like so many others, he was also doctoring his mind with this fascination that enzymes are living beings...fascination which was and still is the strongest pillar of Vegetarianism (with much emphasis on raw food for getting living enzymes). However, as explained in following paragraphs, most of plant Enzymes can't survive in the "Foreign environment" of…

Meditation is not a word for “Dhayana”. Meditation is a relationship of Subject and Object where one is practicing or contemplating something…but subject remains always there. But in Indian consciousness (again “Chetna” or “Minisha” are better) “Dhayana” is a state where subject dissolve into Unknown…subject just vanishes…it becomes one with whole or we can better say it realizes the illusion of separateness…fragmentation is a state of Mind while oneness is the reality…when one experience this…it is Dhayana…it is not a process but a state. And because there is no subject; so every Dhayani (Say Meditator) faces the problem of explaining…

This is the 2nd part in the series of Parag Milk Foods IPO(Click here for 1st part). Although I wanted to write something about the peculiar features of dairy business in india but recent negative views given by some of the top analysts have forced me to write this post. I have explained in the IPO note of Thyrocare that listing gains are an outcome of so many variables like market view, short term hype, analysts’ views, any pumping news etc. So if top analysts are negative about the stock then the chances of listing gains are remote although these…

Milk is a mystery; for some it is the most pious food but for some it is something which makes the life of milk producing animals a Hell and some wonders why this magical food is getting so costly. However the real magic is how humans can digest it at all. No other offspring of any other mammal except human consumes milk after a certain age or infancy…but human beings are consuming the milk of other mammals even in old age let alone the infancy. Well the secret is not that we are smarter and doing this with our choice.…

Thyrocare IPO: Today is the last day for the IPO, so just made a quick view. I am not much in favor of investing in an IPO as usually they are overvalued with regard to their present financials and growth. Like mostly they are running at high PE ratios like in this case PE ratio is around 45. So if there are growth options then one can invest in it but it will fall if it fails to perform accordingly in the future. This is for slight long term period, for listing gains there is no basis. It can go…

We are a race of Rose Lovers. We give roses when we want to express some positive emotion and this association has made roses valuable. We use grass for feeding our pets which we consider inferiors and so grass is less valuable. But leave us, the humans, and nothing is more valuable than the other. Things are JUST IS….Life is infact isness and we learn the first truth of our life that we make the things valuable as per our associations of those with our life. Individually everything exists on its own. So Roses are Red only for us. Hence…