Contrarian Edge- MasterClass with Super Investors
- Numbers Speak, Listening is an Art
- Few interesting learnings from Market Wizard Series [still WIP]
- My key learning from J P Morgan Chairman’s letter from 2005-16
- What Can Long Term Investors Learn from Private Equity/Venture Capitalist
- Investment Philosophy of John Maynard Keynes
- Interpreting Seth Klarman quotes using Howard Marks Memos
- How to Learn
- Failure Patterns of Companies
- Transcript of my talk delivered at Flame Alumni Meet
Category Archives: Special Situations
Compilation of Mind-Map Analysis & Extracts of ARs
Over the last two years, I had analysed lots of companies and prepared mind-maps for few. I have shared some of these on various forums, some on mails to close friends and some on twitter. Now I have compiled all these mind-maps … Continue reading
Posted in Special Situations, Stock Ideas
Tagged Alpha Geo stock Research, G M breweries stock research, Globus Spirit Stock research, IFB Agro stock research, L G Balakrishnan & Bros stock research, Philips Carbon Black stock research, Shriram City Union stock research, Shriram Transport stock research, sterling holidays stock research, Talwalkars stock research, Thomas Cook stock research, Z F Steering stock research
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Claris Life Buyback Analysis
Note: The entire analysis is mostly from the perspective of small shareholders who are eligible for 15% quota under buyback through tender route. Claris Lifesciences [BSE: 533288, Market cap 1,250crs] had announced buy back of equity shares @ 250 per share … Continue reading
Some current delisting situations
I have tried to analyse some current delisting cases using the framework which I have discussed in my earlier posts. You can read Delisting Framework Part I “Failure has patterns here and Part II Don’t be Fooled by Randomness here, Part III “Seek Uncertainty … Continue reading
Delisting Framework – Part IV – Use Checklist & Mindmaps
Acknowledgement: In doing this series, I was immensely benefited by various blog posts by Ashish Kila , Neeraj Marathe, Ninad Kunder and Prof. Sanjay Bakshi. This does not mean that they will support this framework or will agree with some investment opportunities which I may identify. Needless, to mention … Continue reading
Posted in Delisting, Special Situations
Tagged Delisting checklist, Delisting Mindmaps, Why checklist, Why Mindmaps
7 Comments
Delisting Framework part III – Seek Uncertainty on Favorable terms
Acknowledgement: In doing this part, I was immensely benefited by Prof Sanjay Bakshi presentation on Understanding the Universe of the Unknown and Unknowable. This does not mean that he will support this framework or will agree with some investment opportunities which I … Continue reading
Delisting framework – Part II – Fooled by Randomness?
Acknowledgement: In doing this series, I was immensely benefited by various blog posts by Ashish Kila , Neeraj Marathe, Ninad Kunder and Prof. Sanjay Bakshi. This does not mean that they will support this framework or will agree with some investment opportunities which I may identify. Needless, to mention … Continue reading
Delisting framework Part I – Failure has Patterns
Note: This is going to be a four part series. In part I, we will try to analyse past delisting failures and some common pattern. In part II, we will try to study past successful delisting and to identify patterns, … Continue reading
Delisting of Suashish/Fresenius – Same Same but Different
Statutory Warning: Following someone else CONVICTION can be injurious to your financial wealth. Out of five RECENT delisting/potential delisting cases my understanding in TWO cases was totally WRONG and I incurred LOSSES, infact both of them are TOP competing candidates … Continue reading
Sah Petroleum – Why this GENEROUS gift to MINORITY shareholders?
Summary I have covered the stock in detail here. Recently, company has announced GENEROUS bonus issue in the ratio of 23 shares for every 19 shares held by minority shareholders to meet the SEBI regulations on minimum public shareholding norm. Infact … Continue reading
JRG Securities – Trading below its LIQUIDATION value with a catalyst to unlock value
Inditrade Capital – Trading below its LIQUIDATION value with a catalyst to unlock value Continue reading
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