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rohitchauhan

  1. reading reliance communications AR. horrible balance sheet, losing money. 2009 net profit is a mirage
  2. analysing bharti airtel ..solid balance sheet, good bottom line. well managed biz
  3. Analysis - Tata sponge ltd: AboutTata sponge ltd is a 676 cr sponge iron manufacturer with an annual capacity of 3.... http://bit.ly/5JU3sd
  4. What’s on my mind – Nov 09: I am planning to start a new monthly post with the topic – what's on my mind. It's... http://bit.ly/nl6qe
  5. @e2vinod you can download some sample DCF calculation from the google groups on my blog. use the link - download
  6. dollar depreciation a worry. IT valuations not reflecting that. have started exiting my IT positions
  7. Comments and reply to my options post: I recently wrote on my purchase of options for hedging purposes and received... http://bit.ly/1Bl4Go
  8. donations now at 36000 rs. blown away by the great response. way beyond my expectations
  9. Moving to the dark side – bought options: Note : The position discussed in the post was closed sometime back and I... http://bit.ly/2kXa7n
  10. have started exiting infosys. changed my mind on long term economics of IT companies. not so bullish on it now
  11. Competitive analysis of IT companies: Warning: A long post on the competitive analysis of IT companies (low in enter... http://bit.ly/2Xf3CR
  12. Some more rejected ideas !: Now that I have managed to irritate some of you, by rejecting stocks which you hold, let... http://bit.ly/1RGPoW
  13. Portfolio changes and some rejected ideas: I mentioned in my previous post on my change in approach. There are two ke... http://bit.ly/9xtHj
  14. Changing Gears: The period from Oct 2008 – Mar 2008 was a no brainer period – as long you could suppress the.. http://bit.ly/2wU0Kr
  15. Donation and advertising: I recently added an ad for CRY – Child rights and you, a non-profit organization .. http://bit.ly/1GFsz
  16. Analysis - Sulzer India: AboutSulzer india is a 200 Cr company in the business of mass transfer technology .. http://bit.ly/10Ol2n
  17. idea stream now down to a trickle. scrapping the bottom for new ideas.quite a change in a few months
  18. govt talking of obscence CEO salaries. what about the obscene corruption. politicians cant get over their socialist mindset
  19. Analysis - PG (US) II: I started the analysis of P&G (US) in my previous post. The balance of the analy.. http://bit.ly/BYSsU
  20. Analysis : P&G US: AboutProcter & Gamble is an 79 billion dollar consumer goods company with well known .. http://bit.ly/hMWem