Ekansh Mittal – Page 148 – Katalyst Wealth

Updates from the concall of Sanghvi Movers and the upda

November 20, 2011

Dear Members, We attended the conference call of Sanghvi Movers Ltd, our Alpha recommendation for Aug’11. Sanghvi Movers directly caters to the crane requirement of varied sectors like Power, oil and refinery, Wind power, cement, etc. The management indicated 22-24% growth in top line for FY 12 over FY 11, however they also mentioned that economic scenario is grim. The policy action on the front of various issues like land acquisition, coal linkages, etc is lacking which is hurting investment…

Ever considered buying out a listed company? Here’s you

November 17, 2011

Dear Readers, This could be an interesting investment opportunity for you if you are a High Net worth individual (explained later on). Well, even if you are not, you may still consider buying the stock as such value buys do not remain a value buy for long. As Charlie Munger says, the markets are quite efficient, if not completely efficient as suggested by efficient market theory. (Note: This is not a recommendation to buy or sell. We are just sharing…

Try and fail than fail to not try at all

November 16, 2011

Dear Readers, Many of the entrepreneurs at the Nasscom Product Forum in Bangalore on Wednesday morning had waited for years to listen to Vinod Khosla: About his famous Fail Strategy; what keeps him ticking even 30 years after he founded Sun Microsystems; why heâd rather try and fail than fail to not try at all. And it was worth the wait. Khosla, founder of Khosla Ventures, rarely speaks at conferences. In the whole of last decade, he said, one of…

Sep’11 – Bad quarter for India Inc, but not so in our c

November 14, 2011

Dear Members, As I was reading today in one of the leading financial dailies, the September 2011 quarter has turned out to be the worst period for India Inc in three years with a sharp fall in net profit and shrunk margins. Sep’11 quarter has been marked by a moderate growth in top line and a fall in profit. Firm raw material prices, buoyant staff costs and a spike in fuel prices have hit the operating profit margins of most…