tag:blogger.com,1999:blog-7004453.post114057106012958484..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: My thoughts on sundaram claytonRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7004453.post-1140717775469637682006-02-23T23:32:00.000+05:302006-02-23T23:32:00.000+05:30Rohit, a very valid concern. News often unlocks va...Rohit, a very valid concern. <BR/><BR/>News often unlocks value. There was an instance in 2001 when the value of Sundaram Clayton was unlocked. The under-riding news was on the split of TVS Motors and Suzuki. <BR/><BR/>It was a rather interesting case because Suzuki gave away it's share in the Joint venture at 16 rupees, while the market price of the stock was 90 rupees. This was a catalyst to the value unlocking.<BR/><BR/>Always remember, Value investors are patient people. They buy before anyone else buys and sell before others have woken up to buying. <BR/><BR/>Warm Regards<BR/>Shankar<BR/>small2big.blogspot.comShankar Nathhttps://www.blogger.com/profile/16997782500816322572noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1140701271702411352006-02-23T18:57:00.000+05:302006-02-23T18:57:00.000+05:30if u can give some investement ideas.......if u can give some investement ideas.......Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1140602627595066512006-02-22T15:33:00.000+05:302006-02-22T15:33:00.000+05:30You cannot take the value of investments on face, ...You cannot take the value of investments on face, as it may never get unlocked. Holding discounts are 25%-30% types. Chk out jindal strips..but do keep me posting on ur opinion/analysis. valuearchitects@gmail.comValue Architectshttps://www.blogger.com/profile/08725808087736481381noreply@blogger.com