tag:blogger.com,1999:blog-2468506476739785772.post3421017319006022800..comments2023-08-15T17:52:38.649+05:30Comments on Mera Bharat Kahan-- Bala's Blog: Reading the Balance Sheet- Abusing CapitalFrustrations Amalgamatedhttp://www.blogger.com/profile/11867735513936757228noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2468506476739785772.post-69990862919788935652014-02-21T11:04:04.799+05:302014-02-21T11:04:04.799+05:301. Dear Abhijit
I think KFA investment was from a ...1. Dear Abhijit<br />I think KFA investment was from a holding co where other shareholders had a stake. That is poor allocation of capital for that co. <br /><br />2. Amar<br />Many thanks<br />3.Dear NRK<br />You make me blush... Even when ITC makes money on FMCG, it will never make returns like HUL or P&G. The amount already lost is also capital that has been burnt. <br />PSUs are trading opportunities- They could become investments should the owner get out.<br /><br />4. Mehul,<br />RIL is beyond my digestion. <br /><br />5. Dear Rahul<br />Why should we stay away from investing? It would be easier just to understand the risks and the downside. Then it is just a question of odds. I think equities are the best vehicle for creating wealth. Frustrations Amalgamatedhttps://www.blogger.com/profile/11867735513936757228noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-65045773167250678542014-02-21T11:04:01.972+05:302014-02-21T11:04:01.972+05:301. Dear Abhijit
I think KFA investment was from a ...1. Dear Abhijit<br />I think KFA investment was from a holding co where other shareholders had a stake. That is poor allocation of capital for that co. <br /><br />2. Amar<br />Many thanks<br />3.Dear NRK<br />You make me blush... Even when ITC makes money on FMCG, it will never make returns like HUL or P&G. The amount already lost is also capital that has been burnt. <br />PSUs are trading opportunities- They could become investments should the owner get out.<br /><br />4. Mehul,<br />RIL is beyond my digestion. <br /><br />5. Dear Rahul<br />Why should we stay away from investing? It would be easier just to understand the risks and the downside. Then it is just a question of odds. I think equities are the best vehicle for creating wealth. Frustrations Amalgamatedhttps://www.blogger.com/profile/11867735513936757228noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-28774572180439002512014-02-21T11:04:01.103+05:302014-02-21T11:04:01.103+05:301. Dear Abhijit
I think KFA investment was from a ...1. Dear Abhijit<br />I think KFA investment was from a holding co where other shareholders had a stake. That is poor allocation of capital for that co. <br /><br />2. Amar<br />Many thanks<br />3.Dear NRK<br />You make me blush... Even when ITC makes money on FMCG, it will never make returns like HUL or P&G. The amount already lost is also capital that has been burnt. <br />PSUs are trading opportunities- They could become investments should the owner get out.<br /><br />4. Mehul,<br />RIL is beyond my digestion. <br /><br />5. Dear Rahul<br />Why should we stay away from investing? It would be easier just to understand the risks and the downside. Then it is just a question of odds. I think equities are the best vehicle for creating wealth. Frustrations Amalgamatedhttps://www.blogger.com/profile/11867735513936757228noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-86284335478251230232014-02-21T10:23:43.178+05:302014-02-21T10:23:43.178+05:30Very nice perspective, although articles like thes...Very nice perspective, although articles like these make me wonder whether you should side with skeptics on Indian equity markets who advise to stay from them? Are there enough companies that you can trust your capital with? If yes, is it too uphill a task to find them?Donaldhttps://www.blogger.com/profile/10319814767615656634noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-57618808058896209322014-02-20T20:53:17.134+05:302014-02-20T20:53:17.134+05:30RIL investing in Rel Gio Infocomm Ltd.!
RIL investing in Rel Gio Infocomm Ltd.!<br />Anonymoushttps://www.blogger.com/profile/11904681229472700561noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-38361392818609066612014-02-20T10:48:28.995+05:302014-02-20T10:48:28.995+05:30Thank you. If I am not exaggerating to say that yo...Thank you. If I am not exaggerating to say that you are Saraswati of Equity Investing.<br /><br />Can you pls clarify below?<br /><br />1. for its FMCG busieness, ITC WILL get a break even in a year or so and after that it should be profitable. Your comments please?<br /><br />2. Almost all of the PSU's are not worth investing because of the reasons that you have mentioned in this post however what about Balmer Lawrie (which can be potential candidate for our portfolio because of its discount valuations, Dividend income etc.), Gujarat Gas company (which can be potential candidate for our portfolio because of its discount valuations etc.) ?NRKhttps://www.blogger.com/profile/02671361493151692392noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-77434752870294387632014-02-20T07:37:29.962+05:302014-02-20T07:37:29.962+05:30Great articleGreat articleAMARhttps://www.blogger.com/profile/01759091944390889892noreply@blogger.comtag:blogger.com,1999:blog-2468506476739785772.post-32716503037778690342014-02-19T18:41:21.959+05:302014-02-19T18:41:21.959+05:30Was investing in Kingfisher Airlines by Vijay Maly...Was investing in Kingfisher Airlines by Vijay Malya the same case like ITC, L&T or his personal business?<br /><br />Because share price of United Spirits doesn't seem to have affected by KFA. It's only KFA's share price that has doomed.Abhijithttps://www.blogger.com/profile/13427637527953002015noreply@blogger.com