rohit c. posted an article on Understanding and Applying Value Investing Principles - Dec 5, 2009, 6:19 pm
I have written about the cement industry in the past (see here, here and here). You can download a detailed analysis of the industry from here (see file - Business analysis_working_aug 2007.xls, colum...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Nov 27, 2009, 8:31 pm
About Tata sponge ltd is a 676 cr sponge iron manufacturer with an annual capacity of 3.42 Lac MT. The company uses iron ore and coal as the raw material, which is used to produce sponge iron. Sponge ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Nov 19, 2009, 2:42 pm
I am planning to start a new monthly post with the topic – what's on my mind. It's more likely to be a brain dump of my thoughts – more for myself – to check back in future as to what I ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Nov 13, 2009, 1:31 pm
I recently wrote on my purchase of options for hedging purposes and received several comments and emails on it. I discussed about the 'what' of the transaction, but did get into the 'why&#...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Nov 10, 2009, 1:59 pm
Note : The position discussed in the post was closed sometime back and I do not currently hold any open positions in the instruments discussed in the post I have a confession to make – I have moved...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Nov 2, 2009, 4:59 pm
Warning: A long post on the competitive analysis of IT companies (low in entertainment value :) ). So please get a cup of coffee or tea before you continue further I recently received a comment from ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 27, 2009, 4:43 pm
Now that I have managed to irritate some of you, by rejecting stocks which you hold, let me push it still further J Torrent cables: Erratic performance in the past. Loss in the current year and some ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 22, 2009, 1:14 pm
I mentioned in my previous post on my change in approach. There are two key reasons, why I have made a change in my short term approach. The first reason is that most of the holdings in my portfolio h...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 16, 2009, 1:42 pm
The period from Oct 2008 – Mar 2008 was a no brainer period – as long you could suppress the sinking feeling of watching your holdings drop everyday. As I had gone through a similar phase (though ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 12, 2009, 2:43 pm
I recently added an ad for CRY – Child rights and you, a non-profit organization which works as a channel or a link between donors like us and field workers, who work for child welfare. You can find...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 6, 2009, 4:51 pm
About Sulzer india is a 200 Cr company in the business of mass transfer technology (mixers, separation column etc) for industries such as refineries, chemicals, gas processing etc. The company is a su...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Oct 1, 2009, 2:27 pm
I managed to achieve perfect timing this time. It managed to sell exactly before the fundamental performance of VST and India nippon turned around. I wrote the following post on the two companies and ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Sep 28, 2009, 1:12 pm
Correction : I posted analysis of JNJ from an old file instead of P&G. correcting it now. I started the analysis of P&G (US) in my previous post. The balance of the analysis follows Competitive anal...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Sep 23, 2009, 9:21 pm
About Procter & Gamble is an 79 billion dollar consumer goods company with well known brands such as pampers, gillette, charmin, bounty, tide, pantene etc. The company has operations across 180 countr...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Sep 18, 2009, 6:58 pm
I recently got asked – whats up rohit ? why no new ideas on the blog ? on a vacation ? Short reply – not on vacation and still searching. During the Oct – April 2009 period it was easy. One co...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Sep 14, 2009, 1:20 pm
I have written earlier on retirement planning here and here. There were several comments on both the posts and so I have decided to start this post with a Q&A Q1: I think gold/ commodity (put any ass...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Sep 6, 2009, 6:10 pm
I do not plan to layout a template which can be followed step by step to plan for retirement. It would be difficult to do that as individual circumstances vary and so would the solution. My attempt in...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 31, 2009, 5:11 pm
I recently received an email from anirudha asking my suggestions on retirement planning for his parents. The timing of his question is good as I have been working on this topic for the last few weeks ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 27, 2009, 1:47 pm
I was recently asked to for a copy of the tracking sheet I mentioned in an earlier post. I have uploaded it in the google groups (see here). It is a very simple tracking sheet with intrinsic value for...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 20, 2009, 8:41 pm
There is one key point missing in this blog – My portfolio details and performance. The omission is by design and there are several reasons behind it. I have written in the past on my reluctance on...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 17, 2009, 9:24 pm
I recently received a comment from rajiv which is reproduced below Rohit, As a stock moves towards its intrinsic value, there is a temptation to exit a little before the final value is hit, especiall...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 11, 2009, 6:12 pm
Part II of the analysis Competitive analysis The main competitors for the company are the other big pharma companies and the generic firms such as Ranbaxy, Sun etc. We can apply Michael porter’s fi...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 7, 2009, 4:30 pm
About Johnson and Johnson (JNJ) is a US based pharma and healthcare company. The company has three primary business segments – consumer products, pharmaceuticals and medical devices. The company ha...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Aug 1, 2009, 10:50 pm
Lakshmi machine works I have written on LMW earlier here. The domestic and export demand for the company has collapsed since then. The company is now running at 40% of its capacity. The company report...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Jul 29, 2009, 12:43 pm
Lets go over what the typical investor was thinking over the last 18 months, from the peak to the current recovery phase. Jan 2008 – Whopee, I am getting rich. Just need to keep buying and selling ...
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rohit c. posted an article on Understanding and Applying Value Investing Principles - Jul 24, 2009, 6:08 pm

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rohit c. posted an article on Understanding and Applying Value Investing Principles - Jul 19, 2009, 10:15 pm

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rohit c. posted an article on Understanding and Applying Value Investing Principles - Jul 13, 2009, 7:21 pm

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rohit c. posted an article on Understanding and Applying Value Investing Principles - Jul 4, 2009, 12:19 pm

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