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August 23,2011
PIRAMAL HEALTHCARE
Value = 18,000 Cr | Price = 5800 Cr
From the Intelligent Desk   245 kb
August 03,2011
TV18 Broadcast Ltd
Fast Emerging Media Conglomerate!
From the Intelligent Desk   355 kb
November 29,2010
TATA Global
Global aspirations in a futuristic business!
From the Intelligent Desk   121 kb
April 28,2010
Cholamandalam DBS
DBS Exit – Positive Trigger?
From the Intelligent Desk   393 kb
March 25,2010
Tata Tea
Global Beverages Company
From the Intelligent Desk   490 kb
February 24,2010
TVS Motors
A Successful Ride
From the Intelligent Desk   541 kb
January 28,2010
Wockhardt
Bad Times won't last!
From the Intelligent Desk   124 kb
January 18,2010
Godrej Properties
Beyond Greek letters....
From the Intelligent Desk   123 kb
December 22,2009
Entertainment Network
Adding 'mirchi' to India
From the Intelligent Desk   87 kb
December 17,2009
Fortis Healthcare
A McDonald's in Healthcare - large in scale and low in prices!
From the Intelligent Desk   82 kb
November 05,2009
Ballarpur industries
Million ton Paper Company with 26% Market Share
From the Intelligent Desk   124 kb
September 24,2009
Selan Exploration
"Selan could be a multi-bagger even from the current levels. 5% valuation of 2P Reserves of the company means the stock price in four digits!”
From the Intelligent Desk   501 kb
May 06,2009
Zensar Technologies
2 PEx for a Zero Debt, 1000 Cr Company?
From the Intelligent Desk   331 kb
March 18,2009
Patel Engineering
"An excellent infrastructure business is available absolutely free, considering Patel's urban land bank, which is worth the current enterprise value"
From the Intelligent Desk   385 kb
March 16,2009
Equity Investing - Historic Opportunity
“Businesses had never been priced so cheap. The irrational behavior, guided by extreme pessimism won’t last long. Indian market is breeding large number of multi-baggers today, a situation similar to 2002-03. I am bullish on selective equities like never before, in my 20 years of fund management and I would love to accept funds at this point of time!”
From the Intelligent Desk   1418 kb
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May 26,2011
Equity Intelligence eyes beaten-down stocks
August 19,2011
PMS Newsletter
February 13,2012
Warren Buffett: Why stocks beat gold and bonds
February 21,2012
Eurozone seals second Greek bailout
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