<?xml version='1.0' encoding='UTF-8'?><?xml-stylesheet href="http://www.blogger.com/styles/atom.css" type="text/css"?><feed xmlns='http://www.w3.org/2005/Atom' xmlns:openSearch='http://a9.com/-/spec/opensearchrss/1.0/' xmlns:georss='http://www.georss.org/georss' xmlns:gd='http://schemas.google.com/g/2005' xmlns:thr='http://purl.org/syndication/thread/1.0'><id>tag:blogger.com,1999:blog-8695629377482514232</id><updated>2012-02-10T00:32:36.798+05:30</updated><category term='recession'/><category term='Result update'/><category term='realty sector'/><category term='auto'/><category term='Collaterised Debt Obligation'/><category term='mistakes'/><category term='IT'/><category term='Alan Greenspan'/><category term='Big Bazaar'/><category term='Praj Industries'/><category term='strategy'/><category term='equity research'/><category term='IVRCL'/><category term='water treatment'/><category term='Majestic Auto'/><category term='DLF'/><category term='Pantaloon Retail'/><category term='mortgage backed securities'/><category term='hedging'/><category term='sector report'/><category term='Learning'/><category term='water'/><category term='healthcare sector'/><category term='Tata Investment Corp'/><category term='infrastructure sector'/><category term='logistics sector'/><category term='Idea Cellular'/><category term='NIIT Technologies'/><category term='Sub Prime'/><category term='investment'/><category term='research report'/><category term='Network 18'/><category term='Ador Welding'/><category term='Telecom'/><category term='indian stocks'/><category term='blogging'/><category term='Retail Sector research'/><category term='leverage'/><category term='value in indian stock market'/><category term='financial technologies'/><category term='Retail'/><title type='text'>KuberKhana -Indian Stock Fundamental Analysis</title><subtitle type='html'>This blog is for all those people who like to 'invest' as opposed to 'trade' in the stock market. The posts written are personal views of the author and conform to his investment style. (Suffice it to say that the author also acts on this advice too!). A caveat here  - the author does not have any formal training or academic qualification in this field - except for 10 years of experience and study.</subtitle><link rel='http://schemas.google.com/g/2005#feed' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/posts/default'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default?max-results=100'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/'/><link rel='hub' href='http://pubsubhubbub.appspot.com/'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><generator version='7.00' uri='http://www.blogger.com'>Blogger</generator><openSearch:totalResults>47</openSearch:totalResults><openSearch:startIndex>1</openSearch:startIndex><openSearch:itemsPerPage>100</openSearch:itemsPerPage><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-9053471312080640720</id><published>2010-12-30T13:46:00.007+05:30</published><updated>2010-12-30T13:56:44.433+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Majestic Auto'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><category scheme='http://www.blogger.com/atom/ns#' term='auto'/><title type='text'>A GOOD RIDE</title><summary type='text'> A very interesting company came to light one-day while I was toying with certain filters.  MAJESTIC AUTO.  A Rs 112.40 crore market capitalisation company with a last quarter PAT of Rs 4.75 crore and historic PE of 5.41 at a current market price of Rs 108. At a handsome ROE of 39 percent, net margin of 14 percent and a reducing debt equity of .74, the company is financially on a stable platform.</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/9053471312080640720/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=9053471312080640720&amp;isPopup=true' title='10 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/9053471312080640720'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/9053471312080640720'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2010/12/good-ride.html' title='A GOOD RIDE'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>10</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-3025823774183043540</id><published>2010-05-12T16:55:00.008+05:30</published><updated>2010-05-13T08:16:33.047+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><title type='text'>SHOULD I PLUNGE IN?</title><summary type='text'>I am back in the markets after a period of over 6 months. One would think this is a long time, especially in the stock markets. Of all the cliches, the pithiest that comes to mind is- the more things change, the more they remain the same.I left the market at a Nifty PE of 23 (Index Yield 4.35%) and a 10 year bond yield of 7.35%. I return at a Nifty PE of 21.77 (Index Yield 4.59%) and a 10 year </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/3025823774183043540/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=3025823774183043540&amp;isPopup=true' title='13 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3025823774183043540'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3025823774183043540'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2010/05/should-i-plunge-in.html' title='SHOULD I PLUNGE IN?'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>13</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-6616890952816407997</id><published>2009-10-14T09:38:00.006+05:30</published><updated>2009-10-15T18:50:11.433+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='blogging'/><title type='text'>Carnival of Indian Stocks : Dhanteras Edition</title><summary type='text'>Happy Dhanteras to all the readers of the Carnival.Dhanteras, for the uninitiated, is the hindu festival of prosperity wherein it is auspicious to buy an asset.So lets start this edition with the most precious of assets - platinum.Alisha Harmann presents The Definitive Guide To Platinum ETFs: Platinum ETF Investing 101  posted at ETF Database.Here is one for the passive investors - Investing </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/6616890952816407997/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=6616890952816407997&amp;isPopup=true' title='49 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6616890952816407997'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6616890952816407997'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/10/carnival-of-indian-stocks-dhanteras.html' title='Carnival of Indian Stocks : Dhanteras Edition'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>49</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5927924602007130717</id><published>2009-09-22T20:30:00.000+05:30</published><updated>2009-09-22T20:32:01.375+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><title type='text'>Déjà vu : I've Been There</title><summary type='text'>I don't know about you but for the past couple of weeks I have been having a sense of Déjà vu. A thought that something similar had happened earlier, has been gnawing at my bones. Though my head tells me that something as extreme as 2007 may not happen but then why take a chance? So I went about investigating further.Index ValuationThe Nifty is currently at a PE of 22.41 with 74% of the Nifty </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5927924602007130717/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5927924602007130717&amp;isPopup=true' title='3 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5927924602007130717'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5927924602007130717'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/deja-vu-ive-been-there.html' title='Déjà vu : I&apos;ve Been There'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://2.bp.blogspot.com/_63OyECFe2co/SrYWzVUQJHI/AAAAAAAAAEQ/SVGLvcN8uJc/s72-c/NIFTY+OLD.JPG' height='72' width='72'/><thr:total>3</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-6637026239695524837</id><published>2009-09-19T11:33:00.013+05:30</published><updated>2009-09-21T00:47:28.592+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><category scheme='http://www.blogger.com/atom/ns#' term='blogging'/><title type='text'>FESTIVAL OF STOCKS : 159th EDITION</title><summary type='text'>The Festival of Stocks is a blog carnival dedicated to collating the best, recent posts on stock market related topics. It includes fundamental research and commentary on specific stocks, industry analysis, ETFs, REITs, stock derivatives, and other related topics. Its originator is Fat Pitch Financials , where you can read the previous edition.It is the privilege of Kuberkhana to present to you </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/6637026239695524837/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=6637026239695524837&amp;isPopup=true' title='1 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6637026239695524837'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6637026239695524837'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/festival-of-stocks-159th-edition.html' title='FESTIVAL OF STOCKS : 159th EDITION'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>1</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-7422533157143076973</id><published>2009-09-13T15:29:00.006+05:30</published><updated>2009-09-19T10:22:34.287+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='IVRCL'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='infrastructure sector'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><title type='text'>IVRCL : THE FUNDAMENTALS</title><summary type='text'>In the previous post (read here) we spoke about the business of IVRCL.  Here let us look at its fundamentals first and then the valuations.FundamentalsThe company has 13.35 cr shares with a face value of Rs 2 (after a 1:5 split in Mar 06) and a Book Value of Rs 135. The current market price is Rs 379.Its turnover rose five times in four years i.e from Rs 1054 Cr to Rs 4983 Cr. At the current </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/7422533157143076973/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=7422533157143076973&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7422533157143076973'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7422533157143076973'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/ivrcl-fundamentals.html' title='IVRCL : THE FUNDAMENTALS'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5422528734751235907</id><published>2009-09-12T12:26:00.005+05:30</published><updated>2009-09-13T15:22:55.725+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='IVRCL'/><category scheme='http://www.blogger.com/atom/ns#' term='infrastructure sector'/><title type='text'>BUILDING A SMARTER PORTFOLIO : IVRCL</title><summary type='text'>In the previous post (read here) I pointed you in the general direction of infrastructure spend in the country. Now we move on to the specifics. We discuss a company which dominates a crucial segment of the sector and has presence in a majority of them - IVRCL Infrastructure Ltd.BusinessThis company is a market leader in water and irrigation infrastructure development. It also has presence in </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5422528734751235907/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5422528734751235907&amp;isPopup=true' title='9 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5422528734751235907'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5422528734751235907'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/building-smarter-portfolio-ivrcl.html' title='BUILDING A SMARTER PORTFOLIO : IVRCL'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://1.bp.blogspot.com/_63OyECFe2co/Sqy_f0zXFrI/AAAAAAAAAEA/i1y0lmdRIh0/s72-c/ivrcl.JPG' height='72' width='72'/><thr:total>9</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1285972424475596142</id><published>2009-09-07T21:14:00.004+05:30</published><updated>2009-09-08T19:04:57.387+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='infrastructure sector'/><category scheme='http://www.blogger.com/atom/ns#' term='water'/><category scheme='http://www.blogger.com/atom/ns#' term='water treatment'/><category scheme='http://www.blogger.com/atom/ns#' term='sector report'/><title type='text'>LETS BUILD A SMARTER COUNTRY : THE INFRASTRUCTURE STORY</title><summary type='text'>Legend has it that in 1928 a severe famine and drought hit the erstwhile princely state of Jodhpur. The then Maharaja Umaid Singh of Jodhpur was quite moved by the plight of the populace but did not think it a prudent policy to open the gates of the royal treasury. Instead the young Maharaja ordered construction of a Palace thus providing employment to thousands of subjects, ensuring free flow of</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1285972424475596142/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1285972424475596142&amp;isPopup=true' title='6 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1285972424475596142'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1285972424475596142'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/lets-build-smarter-country.html' title='LETS BUILD A SMARTER COUNTRY : THE INFRASTRUCTURE STORY'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>6</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5340523580132190203</id><published>2009-09-02T21:10:00.008+05:30</published><updated>2009-09-05T11:46:23.754+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Network 18'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>NETWORK 18 : FUNDAMENTALS</title><summary type='text'>In a previous post (read here) we discussed the business profile of Network 18 with its integrated media play covering all aspects both vertically and horizontally. Must say it is quite an ambitious company.However in this part we shall be discussing its fundamentals as a company and valuation as a stock.FundamentalsWhile the sales dropped 30 % year on year, the expenses dropped 20 % only, </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5340523580132190203/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5340523580132190203&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5340523580132190203'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5340523580132190203'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/09/network-18-fundamentals.html' title='NETWORK 18 : FUNDAMENTALS'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4181290106960765538</id><published>2009-08-31T20:15:00.003+05:30</published><updated>2009-08-31T20:19:41.898+05:30</updated><title type='text'>CONGRATULATIONS MONEYVIDYA.COM</title><summary type='text'>Congratulations are in order for Gautam, Alex and their team at MoneyVidya.Com for their excellant elevator pitch. Guys, our best wishes are with you. May you achieve all the success.You all must watch it here.http://www.youtube.com/watch?v=TqdgTlD9l6c</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4181290106960765538/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4181290106960765538&amp;isPopup=true' title='1 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4181290106960765538'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4181290106960765538'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/08/congratulations-moneyvidyacom.html' title='CONGRATULATIONS MONEYVIDYA.COM'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>1</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4749032464031566928</id><published>2009-08-23T17:59:00.005+05:30</published><updated>2009-08-23T20:20:31.553+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Network 18'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>NETWORK 18 MEDIA : ANNUAL REPORT ANALYSIS (PART I)</title><summary type='text'>In my previous post I had discussed a lesson (read here) that I had learnt from incorrect application of the wisdom shared by an investment guru - Peter Lynch. The stock in question was Network 18. Network 18 (NW 18) is a media conglomerate listed as a non-banking financial services company. It is essentially a holding company of the TV 18 group.BusinessIts holdings can be divided into five lines</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4749032464031566928/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4749032464031566928&amp;isPopup=true' title='6 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4749032464031566928'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4749032464031566928'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/08/network-19-media-annual-report-analysis.html' title='NETWORK 18 MEDIA : ANNUAL REPORT ANALYSIS (PART I)'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>6</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1087811149195600191</id><published>2009-08-18T20:16:00.007+05:30</published><updated>2009-08-18T21:18:02.884+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Network 18'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><category scheme='http://www.blogger.com/atom/ns#' term='mistakes'/><title type='text'>A LESSON LEARNT</title><summary type='text'>When I started investing in equities, my 'Guru' told me to read, read and read more. So a good disciple that I was, I commenced reading on whatever 'literature' I could lay my hands on - directly or remotely associated with investments. (A sifted part of that reading is placed on my 'Shelfari' on the right side of the blog posts).However the purpose of this post is not to give an expose' on my </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1087811149195600191/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1087811149195600191&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1087811149195600191'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1087811149195600191'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/08/lesson-learnt.html' title='A LESSON LEARNT'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1742811846825885769</id><published>2009-07-11T11:10:00.004+05:30</published><updated>2009-07-11T12:06:25.691+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Result update'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><category scheme='http://www.blogger.com/atom/ns#' term='Ador Welding'/><title type='text'>ANNUAL REPORT UPDATE : ADOR WELDING</title><summary type='text'>This is the time of the year when one reviews the investments made in the past to see how they are faring. One such company which recently came out with its Annual Results is Ador Welding. I had initiated a coverage on the stock as a value pick in Jul 08 when the index was at 4162 and the stock at Rs 141. The stock was valued, then at Rs 171.  You can read the report here.Now the index is at 4003</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1742811846825885769/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1742811846825885769&amp;isPopup=true' title='5 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1742811846825885769'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1742811846825885769'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/07/annual-report-update-ador-welding.html' title='ANNUAL REPORT UPDATE : ADOR WELDING'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>5</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-7549237133670070050</id><published>2009-07-06T20:56:00.003+05:30</published><updated>2009-07-06T21:05:44.327+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><title type='text'>A FESTIVAL OF STOCKS</title><summary type='text'>I know it sounds cruel on this budget day to talk of festivels, what with the steep fall in stock prices. For the true Grahamites though a fall like this does look like a festival with some very mouthwatering prices. Buy when others are selling, sell when they are buying.And speaking of Graham, fellow readers would enjoy reading this Festival of Stocks  . The site hosting it is dedicated Ben </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/7549237133670070050/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=7549237133670070050&amp;isPopup=true' title='177 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7549237133670070050'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7549237133670070050'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/07/festival-of-stocks.html' title='A FESTIVAL OF STOCKS'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>177</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-3526484774336204554</id><published>2009-07-05T18:54:00.003+05:30</published><updated>2009-07-12T11:12:16.288+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>MY GUIDING LIGHTS</title><summary type='text'>A lot of people, especially enterprising newcomers ask what to read in order to develop an understanding of fundamental analysis of companies and the stock market. I had put a list of my favourite books on the right hand side - books that I read over and over again, some as general direction finders others for specific inputs and research. Now thanks to Sumi @ Value Investing I have found a nice </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/3526484774336204554/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=3526484774336204554&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3526484774336204554'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3526484774336204554'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/07/my-guiding-lights.html' title='MY GUIDING LIGHTS'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-6605718860728733193</id><published>2009-06-27T11:06:00.001+05:30</published><updated>2009-06-27T09:42:52.351+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><title type='text'>THE ART OF SELECTION - PART 2</title><summary type='text'>In the previous article of this series we had discussed the Price Earning Ratio and how to use it to filter stocks. I got a few very searching questions in the comments section. So I would request readers to go through those too. We now take the second step forward and one which could be a major stumbling stock for many an aspiring portfolio picks. If a stock fails this test, I would need </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/6605718860728733193/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=6605718860728733193&amp;isPopup=true' title='7 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6605718860728733193'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6605718860728733193'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/art-of-selection-part-2.html' title='THE ART OF SELECTION - PART 2'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>7</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5774110570586396927</id><published>2009-06-26T07:41:00.003+05:30</published><updated>2009-06-26T08:00:45.644+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='water treatment'/><title type='text'>WATER, WATER.....</title><summary type='text'> The heat is killing me and the electricity provider is not helping either, what with the power cuts and all that. To top that the Bhakra Nangal Board has said that it is going to either reduce or completely cut the water supply to Delhi, Harayana and Punjab as its reservoir is drying up for want of water. What do we have next? Water rationing? What impact does it have on our GDP and specific </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5774110570586396927/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5774110570586396927&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5774110570586396927'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5774110570586396927'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/water-water.html' title='WATER, WATER.....'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1865848136773466824</id><published>2009-06-19T20:26:00.006+05:30</published><updated>2009-06-20T11:58:28.680+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='IT'/><category scheme='http://www.blogger.com/atom/ns#' term='NIIT Technologies'/><title type='text'>NIIT Tech Ltd : A Result Update Q4 Fy 08-09</title><summary type='text'>I shudder to think about those days - the kind when no amount of logic could convince someone to buy a stock. And having bought one, you saw it go only one way - down. No fundamentals or technicals other than shorting worked. I am, of course, referrring to the period from Jan 08 to Mar 09.In that period I started studying a stock called NIIT Tech Ltd. My first post on it in Jul 08 (A Gold </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1865848136773466824/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1865848136773466824&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1865848136773466824'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1865848136773466824'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/niit-tech-ltd-result-update-q4-fy-08-09.html' title='NIIT Tech Ltd : A Result Update Q4 Fy 08-09'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-205250188030477016</id><published>2009-06-12T21:07:00.000+05:30</published><updated>2009-06-12T21:39:23.554+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='Learning'/><title type='text'>THE ART OF SELECTION - PART 1</title><summary type='text'>Someone once asked me - "How do you select a stock from the complete universe?". For me its a long journey and my infrequent blog posts bear testimony to it!. However its a journey worth undertaking to achieve satisfaction both intellectual and material. Well let me share it with you here and in subsequent parts.Well begun is half won. Thats the importance of the first step. In many ways it is </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/205250188030477016/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=205250188030477016&amp;isPopup=true' title='18 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/205250188030477016'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/205250188030477016'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/art-of-selection-part-1.html' title='THE ART OF SELECTION - PART 1'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>18</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-8242470021724161803</id><published>2009-06-08T20:56:00.006+05:30</published><updated>2009-06-08T21:21:25.244+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='blogging'/><title type='text'>MY ASSOCIATION WITH MONEY VIDYA</title><summary type='text'>You all must have noticed that I am an associate blogger of MoneyVidya.com as stated by the button on the right hand side of the blog posts.I joined the site as a curious onlooker about 4 1/2 months ago but grew to like it so much that I visit it almost everyday. I have been posting my blogs there too before I was invited to join as an associate. I enjoy the very comfortable environment of </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/8242470021724161803/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=8242470021724161803&amp;isPopup=true' title='10 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8242470021724161803'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8242470021724161803'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/my-association-with-money-vidya.html' title='MY ASSOCIATION WITH MONEY VIDYA'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>10</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-3059538049092298843</id><published>2009-06-06T13:49:00.009+05:30</published><updated>2009-06-20T12:39:52.034+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='Tata Investment Corp'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><title type='text'>THE BEST OF BOTH WORLDS : TATA INVESTMENT CORP</title><summary type='text'>Whenever I am in a quandry about my investments I go to my brother, philosopher and guide. Though I was in one today with this investment, I did not seek him out. Reason? I can clearly hear him say - "Its like putting money in a savings account, earning interest, being safe and seeing some capital appreciation". Thanks bro!!The BusinessTata Investment Corporation(TICL) is a non banking finance </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/3059538049092298843/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=3059538049092298843&amp;isPopup=true' title='10 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3059538049092298843'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3059538049092298843'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/best-of-both-worlds-tata-investment.html' title='THE BEST OF BOTH WORLDS : TATA INVESTMENT CORP'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://4.bp.blogspot.com/_63OyECFe2co/SioxPNn76ZI/AAAAAAAAAD4/-EwTW3sZJp8/s72-c/ticl.JPG' height='72' width='72'/><thr:total>10</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4725408279280068598</id><published>2009-06-03T21:14:00.007+05:30</published><updated>2009-06-20T12:40:00.417+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='IT'/><category scheme='http://www.blogger.com/atom/ns#' term='sector report'/><title type='text'>SECTOR REVIEW : IT SERVICES POST FY 09</title><summary type='text'>The Lehmann collapse and its aftermath seriously jolted the IT services majors. This is very evident in the analysis of the annual results of these companies.The results reflect the debilitating business environment. Over dependence of the sector on the US and Europe, a sort of wage arbitrage, has skewed the earning profile. A very high and rising unemployment rate (8.9% in the US in April) </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4725408279280068598/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4725408279280068598&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4725408279280068598'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4725408279280068598'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/06/sector-review-it-services-post-fy-09.html' title='SECTOR REVIEW : IT SERVICES POST FY 09'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://3.bp.blogspot.com/_63OyECFe2co/Siai9jfsvqI/AAAAAAAAADw/FlPVQFonGEo/s72-c/inftec.JPG' height='72' width='72'/><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4461414208482235294</id><published>2009-05-20T21:48:00.003+05:30</published><updated>2009-05-20T21:49:46.108+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='mistakes'/><title type='text'>MY TOP THREE INVESTING MISTAKES</title><summary type='text'>This is a take off from the post (http://www.theincomeportfolio.com/life/my-top-three-investing-mistakes/)  initiated by my fellow blogger TIP Guy.LISTENING TO THE EXPERTSWell the biggest mistake I have ever made (and I keep doing it again and again!) is to listen to the 'experts' on the prominent english business channels. I forget that they have a vested interest in the movement of a particular</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4461414208482235294/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4461414208482235294&amp;isPopup=true' title='10 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4461414208482235294'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4461414208482235294'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/05/my-top-three-investing-mistakes_20.html' title='MY TOP THREE INVESTING MISTAKES'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>10</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-7481468157301450387</id><published>2009-05-09T20:13:00.012+05:30</published><updated>2009-05-10T13:59:05.236+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='realty sector'/><category scheme='http://www.blogger.com/atom/ns#' term='DLF'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>THIS SINGH IS (NOT) KING</title><summary type='text'>DLF traces its history to 1946 when it was founded by the Late Mr Raghavendra Singh and the current promoter, Mr KP Singh. However the milestone we are interested in is 1981, when DLF Universal commenced development of DLF City in Gurgaon. Gurgaon then, was ages away from what we now know it as. One used to wonder why someone would go so far away from Delhi to live. Especially considering that </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/7481468157301450387/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=7481468157301450387&amp;isPopup=true' title='1 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7481468157301450387'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7481468157301450387'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/05/this-singh-is-not-king.html' title='THIS SINGH IS (NOT) KING'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>1</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-787666929313419683</id><published>2009-05-02T15:55:00.003+05:30</published><updated>2009-06-20T12:40:32.275+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><title type='text'>UNDERSTANDING RISK</title><summary type='text'>Whenever I speak to someone who is not an investor in the stock market (hereinafter called as the 'disbeliever'!), the oft heard refrain is that there is too much risk in the stock market. "See what happened last year", I am told before being given the 'look' which says, 'I know what I am doing with my money thank you. Nothing good ever came out of risking it in the market'.There is risk in the </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/787666929313419683/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=787666929313419683&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/787666929313419683'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/787666929313419683'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/05/understanding-risk.html' title='UNDERSTANDING RISK'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5026195365918496976</id><published>2009-04-26T22:16:00.007+05:30</published><updated>2009-06-20T12:40:24.548+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><category scheme='http://www.blogger.com/atom/ns#' term='Praj Industries'/><title type='text'>PRAJ INDUSTRIES : A FOOD VERSUS FUEL DEBATE</title><summary type='text'>Praj is an Indian company that offers solutions in bio-ethanol, bio-diesel, brewery plants and process equipment &amp; systems. It is a knowledge based company with expertise and experience in Bioprocesses and engineering. The world of Biofuels is yet to attain its level of maturity and will continue to generate passion amongst both, ardent believers and detractors, equally. The classic food vs. fuel</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5026195365918496976/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5026195365918496976&amp;isPopup=true' title='5 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5026195365918496976'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5026195365918496976'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/04/praj-industries-food-versus-fuel-debate.html' title='PRAJ INDUSTRIES : A FOOD VERSUS FUEL DEBATE'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>5</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-8223768634357771304</id><published>2009-03-08T20:32:00.005+05:30</published><updated>2009-06-20T12:41:01.990+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><title type='text'>CORPORATE GOVERNANCE IN THE INVESTMENT WORLD</title><summary type='text'>Last year a very popular business TV channel awarded the Golden Peacock Award for Corporate Governance to Mr Raju of Satyam infamy. Very lately we also have the spectacle of the print and net based media going ga-ga over Nirmal Kotecha and his meteoric rise. Fortunately his unethical and illegal means now stand exposed. He was assisted in his misadventure by a senior journalist of a leading pink </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/8223768634357771304/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=8223768634357771304&amp;isPopup=true' title='3 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8223768634357771304'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8223768634357771304'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/03/corporate-governance-in-investment.html' title='CORPORATE GOVERNANCE IN THE INVESTMENT WORLD'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>3</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-7427357293760418086</id><published>2009-03-08T16:44:00.013+05:30</published><updated>2009-03-28T19:03:48.312+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='financial technologies'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>THE BEST OF TWO WORLDS : FINANCIAL TECHNOLOGIES LTD</title><summary type='text'>I confess I always had a fondness for this company - pleasurable mix of finance and technology, not just in name but in deeds too. This company operates with the vision of 'bringing markets to masses' and has succeeded in doing so too. BUSINESSFinancial Technologies (FT) is in the business of establishing an electronic equivalent of the trade route - it brings together the participants of the </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/7427357293760418086/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=7427357293760418086&amp;isPopup=true' title='5 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7427357293760418086'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/7427357293760418086'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/03/best-of-two-worlds-financial.html' title='THE BEST OF TWO WORLDS : FINANCIAL TECHNOLOGIES LTD'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://2.bp.blogspot.com/_63OyECFe2co/ScS1Yt6V59I/AAAAAAAAADA/Xcgl2iCOm1E/s72-c/exchanges.JPG' height='72' width='72'/><thr:total>5</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1545073451648546404</id><published>2009-02-28T18:43:00.014+05:30</published><updated>2009-06-20T12:41:10.051+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><title type='text'>FUTURE SHOCK</title><summary type='text'>Its been a while since I last wrote a post. Plenty of reasons can be assigned to the non-event. From being lazy, busy and suffering from writer's block to being unable to fathom the next frontier. However the reason that I was unable to contribute online was singular - an unconscious decision, not to be the bearer of bad news. I do dread the 'shoot the messenger' syndrome.A cynic had once </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1545073451648546404/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1545073451648546404&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1545073451648546404'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1545073451648546404'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2009/02/future-shock.html' title='FUTURE SHOCK'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4017514201117450108</id><published>2008-12-07T14:04:00.011+05:30</published><updated>2009-06-26T08:01:29.048+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='water treatment'/><title type='text'>THE FROWN OF TETHYS AND OTHER STORIES</title><summary type='text'>The collective mass of water found on, under, and over the surface of a planet is called hydrosphere and it measures some 1.36 Trillion KM Cubes by volume. The distribution is given in the chart. (From the chart it is evident that Tethys isn’t too loaded. So we the inheritors of her ‘fortune’ need to be more prescient of its utilisation)   The human body is anywhere from 55% to 78% water </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4017514201117450108/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4017514201117450108&amp;isPopup=true' title='5 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4017514201117450108'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4017514201117450108'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/12/frown-of-tethys-and-other-stories.html' title='THE FROWN OF TETHYS AND OTHER STORIES'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://2.bp.blogspot.com/_63OyECFe2co/STuLtjIK-6I/AAAAAAAAACo/PkqU12Uy9ME/s72-c/the+hydro.bmp' height='72' width='72'/><thr:total>5</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-2761872529321574445</id><published>2008-12-01T12:53:00.005+05:30</published><updated>2009-06-20T12:41:17.099+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='water treatment'/><title type='text'>WATER, WATER EVERYWHERE BUT.......</title><summary type='text'>Illumination strikes you at the oddest of all places.I went to see Quantum of Solace at a PVR in the Capital. During intermission, while using the urinal, I spotted a small plate posted there. It was indeed illuminating. I now know that of all the water in the world, only 3% of it is drinkable. And that one single urinal uses some 101,000 liters of water in a year. ie 3 big sized swimming pools </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/2761872529321574445/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=2761872529321574445&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2761872529321574445'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2761872529321574445'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/12/water-water-everywhere-but.html' title='WATER, WATER EVERYWHERE BUT.......'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1103670351879994170</id><published>2008-11-13T13:11:00.004+05:30</published><updated>2009-06-20T12:41:32.293+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='strategy'/><category scheme='http://www.blogger.com/atom/ns#' term='investment'/><category scheme='http://www.blogger.com/atom/ns#' term='hedging'/><title type='text'>HEDGE : NOT A FOUR LETTER WORD</title><summary type='text'>Hedge is not a four letter word.Numerically I may be correct. Five. But in the world of investments? I am not too sure. Everyday, the global financial market meltdown throws up a new villain of the piece.Subprime and leverage in the first half were followed by greedy investment bankers and unscrupulous rating agencies. They all contributed to the downslide resulting in a flight of capital to </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1103670351879994170/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1103670351879994170&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1103670351879994170'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1103670351879994170'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/11/hedge-not-four-letter-word.html' title='HEDGE : NOT A FOUR LETTER WORD'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-2484804880816772482</id><published>2008-10-06T22:03:00.005+05:30</published><updated>2008-10-06T22:22:27.994+05:30</updated><title type='text'>GATEWAY DISTRIPARKS LIMITED</title><summary type='text'>BUSINESSGateway Distriparks Limited (GDL)'s principal activity is to provide logistics support services in India.The services offered by it include transportation of containers, to and from the port, stuffing / destuffing of cargo, customs clearance and storage in warehouse or as a full container load in the container yard. In addition, it also provides services such as general and bonded </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/2484804880816772482/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=2484804880816772482&amp;isPopup=true' title='3 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2484804880816772482'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2484804880816772482'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/10/gateway-distriparks-limited.html' title='GATEWAY DISTRIPARKS LIMITED'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>3</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-2320081091784799423</id><published>2008-09-29T20:10:00.015+05:30</published><updated>2009-06-20T13:25:40.819+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='logistics sector'/><category scheme='http://www.blogger.com/atom/ns#' term='sector report'/><title type='text'>LOGISTICS : AN UNSUNG HERO</title><summary type='text'>Ever been to South Delhi's INA Market? If not, I recommend a trip. Besides the wonderous malayalee food in ramshackle 10'x10' restaurants, it boasts a magnificent display of fruit, fish and other culinary ingredients. Pears from New Zealand, australian apples, fish whose names I cannot pronounce and with shapes which can be described as exotic, to say the least.That got me thinking - how could a </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/2320081091784799423/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=2320081091784799423&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2320081091784799423'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2320081091784799423'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/09/logistics-unsung-hero.html' title='LOGISTICS : AN UNSUNG HERO'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><media:thumbnail xmlns:media='http://search.yahoo.com/mrss/' url='http://3.bp.blogspot.com/_63OyECFe2co/SODuZT3X56I/AAAAAAAAAAc/SuVKPMLmUg8/s72-c/Picture1.jpg' height='72' width='72'/><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-3649834534407977842</id><published>2008-09-23T21:39:00.004+05:30</published><updated>2009-06-27T08:53:51.342+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Result update'/><category scheme='http://www.blogger.com/atom/ns#' term='Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='Pantaloon Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>PROOF OF THE PUDDING............</title><summary type='text'>Some time ago we discussed a veritable banquet of investment delight- Pantaloon Retail (You may like to check my posts for the month of june). I received scathing criticism from Talespinner for not giving a clear recommendation. I promised him I'd do it after the annual results. So here goes.The company has come out with its annual results and it is heartening to note that the core operating </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/3649834534407977842/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=3649834534407977842&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3649834534407977842'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3649834534407977842'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/09/proof-of-pudding.html' title='PROOF OF THE PUDDING............'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4536244470523547506</id><published>2008-09-21T11:42:00.004+05:30</published><updated>2009-06-20T12:36:49.149+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Collaterised Debt Obligation'/><category scheme='http://www.blogger.com/atom/ns#' term='Alan Greenspan'/><category scheme='http://www.blogger.com/atom/ns#' term='Sub Prime'/><title type='text'>NOT A ONE ACT PLAY</title><summary type='text'>ACT 1 Scene 1In the post ICE 2000 meltdown United States of Alan Greenspan, the interest rates were loosened and money flooded the market. Average Joe Smith had a well paying job in the highest tax bracket so the thought of tax breaks available via mortgage on purchase of a flat(condo) was induced in his mind by the friendly neighbourhood banker, who incidentally happenned to have lots of loose </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4536244470523547506/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4536244470523547506&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4536244470523547506'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4536244470523547506'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/09/not-one-act-play.html' title='NOT A ONE ACT PLAY'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1820536308228335469</id><published>2008-09-20T21:56:00.003+05:30</published><updated>2008-09-20T22:19:29.823+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='leverage'/><category scheme='http://www.blogger.com/atom/ns#' term='mortgage backed securities'/><category scheme='http://www.blogger.com/atom/ns#' term='Alan Greenspan'/><title type='text'>THE CHICKEN HAVE COME HOME TO ROOST</title><summary type='text'>Like all good sons, me and my brother used to have our regular disagreements with Father about how he never understood the 'new ways' of investing, how leveraging was the way to go and leveraging to pay for the new car was a done thing - he freshly armed with an MBA from the US and me with the street saviness of a financial rookie. We gave examples of how the US economy was the richest country in</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1820536308228335469/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1820536308228335469&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1820536308228335469'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1820536308228335469'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/09/chicken-have-come-home-to-roost.html' title='THE CHICKEN HAVE COME HOME TO ROOST'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-8836910453190392583</id><published>2008-08-31T14:42:00.004+05:30</published><updated>2009-06-20T12:49:31.543+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Telecom'/><category scheme='http://www.blogger.com/atom/ns#' term='sector report'/><title type='text'>TELECOM SECTOR : ANOTHER UPDATE</title><summary type='text'>Since the last post (now that sounds grim !) the telecom sector has been abuzz with a lot of news flow.  Primary amongst them is the permission granted by TRAI for Voice Over IP (VOIP)  within India.  It begs a question – what is the likely impact on the telecom since providers.OWN ASSESSMENT : VOIP     VOIP is not a new phenomenon.  Having been around for a while, it has been unable to replace </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/8836910453190392583/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=8836910453190392583&amp;isPopup=true' title='37 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8836910453190392583'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/8836910453190392583'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/08/telecom-sector-another-update.html' title='TELECOM SECTOR : ANOTHER UPDATE'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>37</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-3765857234008937101</id><published>2008-08-16T23:13:00.003+05:30</published><updated>2009-06-20T12:42:56.522+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='Telecom'/><category scheme='http://www.blogger.com/atom/ns#' term='Idea Cellular'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>An IDEA Can Change Your Life</title><summary type='text'>Till date I kick myself for the biggest investment blunder made by me. Back in 2001-02 I invested in Bharti at Rs 30 per share, banking solely on the technology being launched. However, soon the trader in me took over and I sold the stock at a grand profit of Rs 15 per share. Thereafter I was an observant spectator of the meteoric rise of indian telecom industry in general and Bharti(most sadly) </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/3765857234008937101/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=3765857234008937101&amp;isPopup=true' title='1 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3765857234008937101'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/3765857234008937101'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/08/idea-can-change-your-life.html' title='An IDEA Can Change Your Life'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>1</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-2559602706037985864</id><published>2008-08-05T21:51:00.008+05:30</published><updated>2009-06-20T12:50:22.998+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='Telecom'/><category scheme='http://www.blogger.com/atom/ns#' term='sector report'/><title type='text'>TELECOM : A 3G PRIMER</title><summary type='text'>India is the fastest growing telecom market next only to China.It can be divided in a total of 22 telecom circles with major pvt players such as Vodafone,Idea,Aircel,Airtel,Reliance, Tata etc. All these companies have a pan India licence for 2G spectrum in 900,1800 MHz band i.e.they have a Unified Access Services Licence (UASL) and hence a substantial customer base, with infrastructure and </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/2559602706037985864/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=2559602706037985864&amp;isPopup=true' title='1 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2559602706037985864'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2559602706037985864'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/08/telecom-3g-primer.html' title='TELECOM : A 3G PRIMER'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>1</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-1566533917077694186</id><published>2008-07-23T14:44:00.004+05:30</published><updated>2009-06-20T12:43:07.547+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='IT'/><category scheme='http://www.blogger.com/atom/ns#' term='NIIT Technologies'/><category scheme='http://www.blogger.com/atom/ns#' term='Result update'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>Result Update : NIIT Technologies</title><summary type='text'>NIIT Technologies announced its result for QE Jun 08 on 22 Jul 08.Geographical spread rose to 52% in favour of Europe while declining by 2% for the US. Orderbook additions were worth Rs 184 Cr in the qtr, with only 43 Cr coming from the US. Vertical wise - the share of Transportation rose to 28 % while BFSI dropped to 42%. Net profit remained flat at Rs 35 Cr Q-on-Q which translates into an EPS </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/1566533917077694186/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=1566533917077694186&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1566533917077694186'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/1566533917077694186'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/07/result-update-niit-technologies.html' title='Result Update : NIIT Technologies'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-6832254585956783724</id><published>2008-07-20T19:58:00.011+05:30</published><updated>2008-07-20T21:54:57.071+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='IT'/><category scheme='http://www.blogger.com/atom/ns#' term='NIIT Technologies'/><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><title type='text'>NIIT Tech Ltd : A Gold Panner's Dream</title><summary type='text'>During Ben Graham's time, there wern't many services companies going around. So that kinda explains the lack of guiding principles from the God of Value Investing for them. I cannot value an IT Services company using His rules directly, however, their greatness lies in universal applicability. Hence if I go by the first principles' approach I could sift through the lot and come up with a few gems</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/6832254585956783724/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=6832254585956783724&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6832254585956783724'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/6832254585956783724'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/07/niit-tech-ltd-panhandlers-dream.html' title='NIIT Tech Ltd : A Gold Panner&apos;s Dream'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-2596187451941503292</id><published>2008-07-10T17:28:00.006+05:30</published><updated>2009-06-20T12:34:40.260+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='research report'/><category scheme='http://www.blogger.com/atom/ns#' term='equity research'/><category scheme='http://www.blogger.com/atom/ns#' term='Ador Welding'/><title type='text'>Ador Welding Ltd : Research Report – Initiate Buy</title><summary type='text'>Summary of the Sector and The Company Ador Welding is a leader in welding solutions providing arc welding and continuous welding electrodes, welding equipment and accessories. It has clients in high growth sectors like defense, ship building, power(nuclear, thermal and hydro), auto, general and heavy engineering, petro chemical and fertilizer plants. Almost all of which are related to the </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/2596187451941503292/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=2596187451941503292&amp;isPopup=true' title='4 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2596187451941503292'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/2596187451941503292'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/07/ador-welding-ltd-research-report.html' title='Ador Welding Ltd : Research Report – Initiate Buy'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>4</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-140129441642222677</id><published>2008-07-03T22:32:00.002+05:30</published><updated>2009-06-20T12:43:20.814+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='healthcare sector'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='water treatment'/><title type='text'>MY BARBER TELLS ME.....</title><summary type='text'>I went for my triweekly haircut to the barber and while waiting for my turn I sat browsing through a pink paper. And as is the wont of the tribe of barbers(hairstylists?) he struck up a conversation with me using the pink paper as an opening gambit. "There was a lot of money to be made in the stock markets but that time is past. Now if one enters the market, one does so with the specific intent </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/140129441642222677/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=140129441642222677&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/140129441642222677'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/140129441642222677'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/07/my-barber-tells-me.html' title='MY BARBER TELLS ME.....'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4253853698550585445</id><published>2008-06-19T19:02:00.004+05:30</published><updated>2009-06-20T12:43:33.342+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='Retail Sector research'/><category scheme='http://www.blogger.com/atom/ns#' term='Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='Pantaloon Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='Big Bazaar'/><title type='text'>Pantaloon Retail : A Wholesome Meal</title><summary type='text'>Though Pantaloons is the flagship of the Future Groups's Pantaloon Retail, the overwhelming presence of Big Bazaar compels us to have a 'dekho' there first.Big Bazaar : The FundamentalsOut of India's GDP of $1 Trillion, retail consumption accounts for 30% or $ 300 Billion. With organised retail getting a conservative 4.8% of this pie, the current market size is $1.5 Billion or Rs 6000 Cr.In China</summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4253853698550585445/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4253853698550585445&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4253853698550585445'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4253853698550585445'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/06/pantaloon-retail-wholesome-meal.html' title='Pantaloon Retail : A Wholesome Meal'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-4888749902917952804</id><published>2008-06-17T11:53:00.004+05:30</published><updated>2009-06-20T12:43:47.002+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><category scheme='http://www.blogger.com/atom/ns#' term='Retail Sector research'/><category scheme='http://www.blogger.com/atom/ns#' term='Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='Pantaloon Retail'/><category scheme='http://www.blogger.com/atom/ns#' term='Big Bazaar'/><title type='text'>DOMESTIC RETAIL : TAKE A BITE</title><summary type='text'>Shopping in India has lots of menus and flavours. As an event, it could be a one stop bhaji-subzi deal or a protracted family outing culminating in one sunday's worth of time sacrificed at its alter. As a dish, there are the food-chain guys, the clothing lines, personal accessories, electronics, home-improvement items and jewellery. These could be served in different formats like the speciality </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/4888749902917952804/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=4888749902917952804&amp;isPopup=true' title='0 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4888749902917952804'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/4888749902917952804'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/06/domestic-retail-take-bite.html' title='DOMESTIC RETAIL : TAKE A BITE'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>0</thr:total></entry><entry><id>tag:blogger.com,1999:blog-8695629377482514232.post-5223892938410696664</id><published>2008-06-15T11:33:00.001+05:30</published><updated>2009-06-20T12:43:58.054+05:30</updated><category scheme='http://www.blogger.com/atom/ns#' term='indian stocks'/><category scheme='http://www.blogger.com/atom/ns#' term='recession'/><category scheme='http://www.blogger.com/atom/ns#' term='value in indian stock market'/><title type='text'>RECESSION : WITHER THOU ART?</title><summary type='text'>I have heard that there is a Recession doing the rounds of the world of economics .I went to Select City Walk to meet him but was informed that he wasnt around. Nor was he visible in CP, South Extension, Subhiksha, Big Bazaar or any of the Nokia or Reliance stores. Ditto for Gurgaon, Noida, Chandigarh, Mumbai or Bangalore. Maybe he gave me the slip and went to the countryside - for </summary><link rel='replies' type='application/atom+xml' href='http://kuberkhana.blogspot.com/feeds/5223892938410696664/comments/default' title='Post Comments'/><link rel='replies' type='text/html' href='http://www.blogger.com/comment.g?blogID=8695629377482514232&amp;postID=5223892938410696664&amp;isPopup=true' title='2 Comments'/><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5223892938410696664'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/8695629377482514232/posts/default/5223892938410696664'/><link rel='alternate' type='text/html' href='http://kuberkhana.blogspot.com/2008/06/recession-wither-thou-art.html' title='RECESSION : WITHER THOU ART?'/><author><name>Puneet</name><uri>http://www.blogger.com/profile/00133348427393879746</uri><email>noreply@blogger.com</email><gd:image rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><thr:total>2</thr:total></entry></feed>
