Archive for April, 2010

My name is Khan: Sharukh Khan

Are things falling in place? Mr. Sharukh Khan wants to bid for KKR. So he goes to Mr. Rajiv Shukla of BCCI and IPL fame and Rajiv helps him. Of course for a small fee of Rs. 10 crores. The Rs. 10 crores has to be spread over a few issues says Mr. Khan. Agrees [...]

MBA Project: Cut Copy and Paste?

One assignment that an MBA class likes (loves) is to do projects. It better be projects which are easy to do of course! One MBA class where I suggested that they go out meet IFAs and a few customers to find out how the investing process works was greeted with shock by everybody including the [...]

Sachin Tendulkar quote Time magazine

There have been many quotes about Sachin Tendulkar. Why even Sanjay Manjrekar has quoted about Sachin (that is Sanjay’s greatest claim to fame). However this is one which is great: “When Sachin Tendulkar travelled to Pakistan to face one of the finest bowling attacks ever assembled in cricket, Michael Schumacher was yet to race a [...]

Getting influenced by others….

In an earlier post I had mentioned that 3 shares fell into a theme for me – good companies went into bad times (eps was down), realised its mistakes and took corrective action. The 3 shares were Essel Packaging, Cholamandalam Finance and Themis Medicare. I have no clue WHY, but Themis Medicare went up from [...]

Currency Derivatives: What is it?

For the true blue speculator one more product is available – the Currency Derivatives. All brokerage houses now provide you with this new product – and is available with just a few clicks. So if you do not know anything about $, Euro, Pound, Jap Yen, ….you are still welcome to deal in EURINR (Euro [...]

Greece, Portugal, Thailand risks not yet priced?

OK Thailand is not in the same category as Greece and Portugal..but if the Red Shirts continue…then the recovery of Thailand will take a beating… Feels good to say …’I said it here first’….as channels would have said..see my posting of 22nd April. The White Man had NOT PRICED in the default or even the [...]