kmukul

what is some other virus that we knew two months back mutated? We live in a world of risks. The risks havent really gone up in the long term.

it has probably overreacted, with so much money printing going on I cant imagine commodities remaining low, it might recover. The question i am thinking is , can we profit from it?

https://www.screener.in/ http://www.valuepickr.com/ these are the best for filings you can see bseindia.com, I have a quick question thanks in advance, is there a site like screener.in for us stocks? the site shows 10 year numbers plus simple analysis of them on a single page which is brilliant, it makes a lot of sense for long term investors

Yes great site, went straight to my favorites, there are great sites for indian markets for us markets I am still trying to find which is good for long term shareholders

Is this option available? I havent been able to follow the board but a smart phone app (tapatalk or something else) will definitely help a lot. Thanks Everyone

Are you saying GM isnt undervalued? Buffet doesn't seem to think so, Also as for dividends, when I am buying options are the dividend still an issue (sorry if its too naive). I know adds to the cost so thats painful

Thanks eric for helping out people like me. Dont you think its better to buy GM calls now? in other words BAC is undervalued but GM is probably better to load up as its more undervalued?

There have been 100 baggers in india, there is a study done on it by some folks here and there is a talk on it, the full report is at http://alphaideas.in/wp-content/uploads/2014/12/Motilal_Oswal_Wealth_Creation_Study_2009_2014.pdf at the end they have identified 6-7 stocks which they are saying can be 100 baggers :)

Although I had to follow pabrai here, as this is the only indian company he holds. I dont get it, May be i will get it after one year! Past results were only ok although most private sector banks were able to grow very nicely and were available at similar valuation or lower last year. The other thing is indian economy might be able to grow fast (>6%) however i doubt it. Monsoons are bad so far and nothing else impacts the economy more than monsoons. Learner do you have a way to monitor the bse site for him selling? Most likely he will hold for more then a year and it might tedious to do it manually.

I have been using theoldreader.com, I like the simple interface and it does the job

You can verify it here http://www.bseindia.com/markets/equity/EQReports/bulk_deals.aspx?expandable=3 04/07/2014532218South Indian BankTHE PABRAI INVESTMENT FUND IV LPB19,606,63432.5 04/07/2014532218South Indian BankMULTIPLES PRIVATE EQUITY FII IS14,545,50032.5 I dont know of a easy way to find out about his exit, unless Prasad posts about that also would be happy to know though :) , IMHO the stock isnt super cheap like BAC so i am little surpised about this position

it was a bulk deal (private transaction which is reported) So i guess thats all he could get at this point, may be he bought some via open market also. Happy Bday Prasad, Thanks a lot :)

it will be very helpful if we can see prasads holding on dataroma or some other site? I guess his track record will be much better.

Can we do a poll for this thread? i think it will be more relevant poll for this forum. Not sure how do add a poll to this thread may be prasad can help in that and also vote :) My guess is thomas cook here, Thesis is pretty simple Mr Watsa has made it its primary investment vehicle in india and given his track record it should be a grand slam

Thanks a lot for the article yadayada, Agree this guy is probably a very good bet (probably better then other bets posted here in this thread) except may be he is slowing with his age as the article says.