tag:blogger.com,1999:blog-7004453.post3692561639337460849..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: A failure a weekRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7004453.post-20842132475645933092008-09-18T22:22:00.000+05:302008-09-18T22:22:00.000+05:30Hi aniultramarine has not dropped much in the cras...Hi ani<BR/>ultramarine has not dropped much in the crash. however their BPO/IT business could come under further pressure.<BR/><BR/>hi amit<BR/>NIIT tech could be affected by the turmoil in the BFSI space ..so their topline could get impacted. that said, i feel the market is overreacting. BEL - i cannot see any link between the credit crisis and BEL ..so it cheaper than before.<BR/><BR/>vishnu - thanks ..will look at the link ..so did you purchase go through ?<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-14048887749734010742008-09-18T16:34:00.000+05:302008-09-18T16:34:00.000+05:30Rohit,Good article by MINT on Financial statement ...Rohit,<BR/><BR/>Good article by MINT on Financial statement frauds by Compnaies..http://www.livemint.com/2008/09/17232942/1200-listed-Indian-companies.html<BR/><BR/>All the value investors should understand the motives of management before looing at the statements.(Ex Private companies undserstate their revenue /profit and Listed companies overstate their revenue / profit)<BR/><BR/>Regards<BR/>VishnuVISHNUhttps://www.blogger.com/profile/15397730676763694463noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-533845831695730812008-09-18T15:09:00.000+05:302008-09-18T15:09:00.000+05:30niit tech has come down to 93. Seems like a good t...niit tech has come down to 93. Seems like a good time to accumulate it..BEL is also at 850 levels..Rohit what your views at these level?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-30715667037779682202008-09-18T11:15:00.000+05:302008-09-18T11:15:00.000+05:30Hi Rohit,I have tried to calculate the Intrinsic v...Hi Rohit,<BR/>I have tried to calculate the Intrinsic value based on the method mentioned in this PDF by Robert Hagstrom. Please have a look here<BR/>http://www.sfu.ca/~poitras/BUFFET.pdf<BR/><BR/>regards<BR/>AniAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-48189653480081366912008-09-17T12:32:00.000+05:302008-09-17T12:32:00.000+05:30Hi Rohit,About Ultramarine & Pigments, you had...Hi Rohit,<BR/>About Ultramarine & Pigments, you had written in past almost a year ago. that time price was at 70% discount. Do you still see that after one year the valuations are in line with 2007? Also I have sent you the simple valuation sheet for your generous feedback according to that, Approximate Intrinsic value of Ultramarine is around 109 and CMP is at 67% discount to that. Do you still value this stock as Deep Value Stock?<BR/><BR/>Waiting for your kind reply.<BR/>Thanks<BR/>AniAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-31771652799034707132008-09-17T07:38:00.000+05:302008-09-17T07:38:00.000+05:30Hi maheshtrue ..there are definitely bargains in t...Hi mahesh<BR/>true ..there are definitely bargains in the indian and possibly the US market. buffett seems to have reduced the cash position and it is likely to reduce further in the current turmoil.<BR/>amit - i have not looked at HTMT. will let you know once i have a look at it<BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-63138917097140467882008-09-16T23:54:00.000+05:302008-09-16T23:54:00.000+05:30Rohit what are your views about HTMT Global soluti...Rohit what are your views about HTMT Global solutions,they seem to have a huge book value,surplus cash in hand,a book value of 270 and spot closing at 220......also they are giving a dividend of 10 rupees,cudnt quite understand,could you throw some light onto it.<BR/><BR/>regards,<BR/>amitAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-66379853835518658062008-09-16T23:24:00.000+05:302008-09-16T23:24:00.000+05:30Hello Rohit,I am a fan of your blog. I think there...Hello Rohit,<BR/>I am a fan of your blog. I think there are lots of bargains in the market right now. Interestingly Buffett has been buying something. His cash is reduced to 31 billion from almost 44 billion he was holding for 3-4 years!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-72553299560923493052008-09-16T22:27:00.000+05:302008-09-16T22:27:00.000+05:30Hi karthikOn the face of it, i think that could be...Hi karthik<BR/><BR/>On the face of it, i think that could be a low probability event. icici is too big to fail ..that said, icici has some CDS and derivative exposure ..so these banks are going to have some marked to market losses (which may be temporary).<BR/>however i do have may savings with icici bank and plan to analyse the bank for risk<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-44704276193353587912008-09-16T10:42:00.000+05:302008-09-16T10:42:00.000+05:30Hey Rohit,What impact do you think this crisis wil...Hey Rohit,<BR/><BR/>What impact do you think this crisis will have on private banks like ICICI?.. Is there a chance for them also to fold?karthikhttps://www.blogger.com/profile/06869050750982435094noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-79585832498193061922008-09-16T02:51:00.000+05:302008-09-16T02:51:00.000+05:30hi vishnuyou seem to be creating a controlling pos...hi vishnu<BR/>you seem to be creating a controlling position in the stocks :) ? just joking<BR/><BR/>i am doing nothing ..expect the market to worsen and i think we will a lot more bargains now ..fear is setting in now<BR/><BR/>regards<BR/><BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-45313973018687926472008-09-15T15:27:00.000+05:302008-09-15T15:27:00.000+05:30Hi Rohit,Market is great..I am finding lot of barg...Hi Rohit,<BR/><BR/>Market is great..I am finding lot of bargains..Calling my Broker (He infact asked "who is VISHNU ?")..Bid two stocks at huge quantities. Not sure whether is cconfirmed..But one great day....If it further falls..I will keep buying with large quantities<BR/><BR/>VishnuVISHNUhttps://www.blogger.com/profile/15397730676763694463noreply@blogger.com