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VST Tillers Tractors Ltd – Farm mechanization is the wa

Dear Readers, As the above heading reads, the two companies that come to my mind, operating primarily in the farm machinery space are: VST Tillers Tractors, which is being covered below, while the other is Swaraj Engines (supplies tractor engines to Swaraj division of Mahindra and Mahindra ltd). For the past few days, I had been tracking VST Tillers Tractors and Swaraj Engines and wanted their price to inch lower and now finally VST Tillers is quoting at investment worthy…

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Updates on UTV Software Communications: Risk arbitrage

Dear Readers, This is w.r.t. UTV Software Communications Ltd – BSE Code 532619 (Risk arbitrage recommendation for Oct’11). The Cabinet Committee on Economic Affairs has approved the proposal of The Walt Disney (Southeast Asia) Pte Ltd, for increasing its shareholding on fully diluted basis from 48.02 per cent to 100 per cent in UTV Software Communications Ltd pursuant to the Foreign Investment Promotion Board recommendation. So, The Walt Disney can now proceed with the delisting of the equity shares of…

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Jubilant Industries – Offering decent Margin of Safety

Dear Readers, The central concern of all investors in their investment policy is to always ensure a “margin of safety”. The future is uncertain and no matter how good one is, the reality is that no investor, not even Buffett, can determine the exact intrinsic value of any business. Because the intrinsic value is derived from an investor’s assumptions, the value is merely an approximation. Yes, an investor as skilled as Buffett will probably have a better approximation of intrinsic…

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Your friend is making a mistake. Hope you are not in the same league

Dear Readers, Were you investing in stocks some 12 months back? Are you now considering stopping your investments for some time? I would like to apologise in case I am bugging you, however I am asking these questions because these days I come across many retail investors who seem to have the same view i.e., “The markets are looking in a bad shape now, so I am thinking of not investing now. I will restart later when the market looks…

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