January 10, 2010

A reminder, an update and some links

A reminder
I have the following poll on the side bar and would encourage you to vote !

What do you expect to make from investing in stocks in the next 3-5 years ?
10-15% per annum
15-20% per annum
20-25% per annum
25-30% per annum
30%+ per annum

Update on donations
I am extremely happy to announce that around 45000 rs has already been donated by the readers of this blog. All the donors (except 2-3 towards the end) were provided with an investment idea - ESAB india. The recent donors (last 2-3 weeks) have not been provided with same idea it has already appreciated by 25% since then and is no longer as undervalued.

I still intend to keep my promise to them and hope they will be patient.

My heartfelt thanks to all the donors.

Some links
If you are new to the blog, you can subscribe to rss using this link or get an email update of the posts by entering your email under the subscribe button. Dont worry, i wont spam you unless you think my posts are spam itself :)

I have uploaded a template i use to analyse each company and some examples of the analysis - NIIT, LMW, Gujarat gas and other files at this location. You can join the valueinvestorindia google group and download these files.


Anonymous said...

dear rohit,since market goes up or down u say, money can be made.i know u mean, value start emerging.i am curious to know any MF exist which utilise this oppurtunity likelong/short120/20 in india.
thanx for everything

Anonymous said...

Hi Rohit,

Think even otherwise, each one of us have benefited with better understanding of investing.

think you are helping us become watch makers than just teaching us to tell time!!

By reading your blog over period of time, one could've found lots of investment ideas.



hey rohit
wot r ur thoughts on temptation foods?

karthik said...

Hi Rohit,

Whats the reason for Mr.Markets sudden interest in Crisil. It is a long term holding for me. But it has crossed its IV..What to do now?..I have already liquidated NIIT tech.. Iam planning to liquidate BEL soon if it runs up another 10-20%.. Not comfortable selling CRISL.Tough decision ..

Whats your opinion?

Rohit Chauhan said...

Hi anon
i dont know of any long short type of funds. i am not sure if mutual funds are even allowed to short


Rohit Chauhan said...

Hi venkat
thanks for the comment

Hi spacedoutguy
i havent looked at temptation foods. will let you know when i look at the numbers


Rohit Chauhan said...

Hi karthik
who knows why the market does what it does ?
yes a decision on CRISIL is a tough one..its over my estimates ..but this company has strong competitive advantage ..so i will hold till it is quite overvalued.
in cases of companies such as crisil or apaints we make the mistake of underestimating the competitive advantage and its impact on valuations