Note: this post was originally written on 07/05/2013. After the bloody war prompted by new entrants into telecom sector like videocon, aircell etc which saw pulse rates going down the hell...there are signs that this war is going to end soon because the notion “survival of the fittest” is best demonstrated in the field of commerce. Big fishes like Airtel, Idea, Vodafone, Reliance had the strength and back up to absorb the long periods of falling profits and Revenue but not these small players. In the end, these big Fishes will eventually eat out its small counterparts. But next wave…

Note: i have written this in Dec-12. Current post is just a re posting of the old one. DCM is a 5000 crore turnover company with main focus on Chemicals, Sugar, Farm inputs and hybrid seeds. It is available at market cap of 1100 crore. How much value is hidden in this stock can be gauged from the fact that it has around 283 MW captive power plants. If we assign moderate valuation of 5 Cr per MW...it is coming around 1400 crore!!! It did have PPA with state Govts for around 51 MW at 4.11 Rs per Kwh. Under…

How the movie Mughel E azam is linked to Tata group? And who is the single largest shareholder of Tata Sons (Holding company of Tata Group)? Well the answer for both these doesn't have any link with Tata. I come to second question first, the single largest shareholder is Mr. Shapoorji Pallonji Mistry, the 82 years old veteran of Shapoorji Pallonji Group who holds 18.4% in tata sons and he was the person who produced the Movie Moughel e azam with whopping 1.5 cr in 1952 and then spent 5 cr for giving it colorful touch in 2007. Shapoorji pallonji…

Note: This post was originally written on 27/06/13. Although i don’t drink but I am a firm believer of the phrase " Khushi ho ya gham...banda piyega RUM". Keeping the faith, I bought United spirits @ 600 and will be selling it around 2700-2800 soon as and when market recovers. Radico Khaitan is also one of the best premium alcohol player in india Its brands includes 8Pm whisky, Contessa rum, Morpheus Brandy. It is the largest supplier to Indian army. As advertising isn’t allowed for alcohol products in india, hence for any foreign brand coming to india, it is a…

So worries are not down for india. But as in the past, I am of the firm view that our problems are strategic not demographic or geographic. Take a view, more than 50% of us works around agriculture yet total contribution of the agriculture in GDP is just 17%. These 50% still lives a poor life…they are not the ones creating huge unmet demand for gold and oil. Balance 50% are those having huge resources , almost immune to any rise in the prices of gold and oil. But then what is the big deal? Why such a mess? Because…

What is so peculiar about sachin tendulkar? Well he can judge or foresee FUTURE much better than anyone else. He can foresee much earlier where the ball is going after pitching and so there he is...smashing hundreds at will. Same is true also for stock picking. You can only earn astronomical returns if you can foresee or feel some type of growth story in any particular sector which is going to shape up much better in the future. If you can find those sector which are going to witness greater activity in the future then you have almost done 70-80%…

I'm buying it from 280/-, one of the most undervalued shares from promising oil and gas sector. its pe ratio is around 4 as compared to 11-12 of ONGC (which is also low due to its subsidy share) mainly because of one reason...its dependency on single source for oil i.e. Rajasthan, which i feel is not justified and a bit overreacted. cairn has also forayed into Sri lanka and Africa. it is looking for city gas distribution in rajasthan via JV with gail. It'll generate huge cash piles around 15000-20000 cr annualy...which are more than enough to grow further and…

I am not a huge fan of hindi movies for they lacked terribly in content..most of the times acting is pathetic, direction is forgettable. The only humorous’ thing about our comedy movies is theirs being promoted as comedy. 3 idiot was last Indian movie which i liked (although i m not sure if it is also a remake). I remember watching a movie named “ Ek Ruka hua Faisla “....that was just great...i couldn’t believe the acting, direction and most the content....but only to found out later that it was a ditto remake of Hollywood movie “twelve angry men”. I…

There are increasing talks that we are going into recession and bear stock market phase. I strongly disagree with this. The slowdown that we are facing now is not a structured lowdown or recession like the one that started in western world in 2008, where demand declined because everybody was having full stomach...But we...we just can’t demand even after having empty stomach. Our problem is only of policy framework. This empty stomach is itself an opportunity to reap the benefits of demographic and geographical dividend which our country has. We are having the highest young population in the world (after…