5 Mid/Small Bets From Broking Houses

Below are the 5 Mid/Small cap bets from different broking houses. Out of these 5, given a chance, we will be investing in Surya Roshni and Pokarana.


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Stock Brokerage Recommendations

This post collate the most recent stock recommendations of India's leading stock broking firms like ICICI Direct, Geojith, Karvy, Motilal Oswal, India Infoline, Religare, Sharekhan etc. Kindly perform careful study before taking any investment decisions based on these recommendations

Zerodha: Absolutely brokerage free starting 1st Dec 2015

Zerodha, the new generation broker is now offering absolutely brokerage free starting 1st Dec 2015. Since this would be helpful for our readers, we are publishing the details taken from Zerodha website. No upfront fees, no minimum volume, no special terms for delivery based calls.

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All You Need to Know About GST

Goods and Service Tax (GST) is going to be the biggest taxation reform in India and it is all set to integrate central and state economies and boost overall growth. GST will create a single, unified Indian market to make the economy stronger. The implementation of GST will lead to the abolition of other taxes such as octroi (charges when the product enters the state), Central Sales Tax, State-level sales tax, entry tax, stamp duty, telecom licence fees, turnover tax, tax on consumption or sale of electricity, taxes on transportation of goods and services, thus avoiding multiple layers of taxation that currently exist in India.

Game Changer for Indian Economy?

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Ratan Tata Invests in Big Data Startup - A Leading Light?

In April 2015, we recommended Kellton Tech, considering the fact that the company is focusing more on Big Data, the next generation technology. The stock has doubled from the recommended rate and now in consolidation phase. Also you might have heard about a company named Cambridge Technology, which focus only on cloud and big data which had a mad run from Rs. 5 to Rs. 140 in just a matter of 8-10 months. 

Incessant Motivator of Startups!!

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Porinju Veliyath Buys Globus Spirits

As per NSE bulk data on 24th November 2015, Our Master Portfolio Member Porinju Veliyath has bought a small cap breweries and distilleries company named Globus Spirits.  According to NSE data, daughter of Porinju Veliyath, Ms. Shilpa Porinju Veliyath scooped out 155000 shares of Globus Spirits @Rs. 66.30. The stock hit upper circuit of 20%, after the news. Along with Porinju, Rajasthan Global Securities also bagged 321000 shares at a rate of Rs 65.82. 

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SBI Equity Opportunities Fund - Series IV Starts with Ganesha Ecosphere

According to NSE data, SBI Equity Opportunities Fund - Series IV picked its first stock, Ganesha Ecosphere, a stock we recommended for risk takers in December 2014. NSE data shows that this fund has bought 280000 shares at a rate of Rs.110.  We gave an exit call 4 months ago as the fundamentals of the company was not improving. Since SBI Equity Opportunities Fund - Series IV has entered, there could be a short term momentum for next few weeks.

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Products and Services Companies - An Eye Opening Data

How many of you are using Colgate?. How long you have been using it?. Most of us would be saying - "I have been using Colgate from my childhood".  The answer would be same for 99% of us.

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Economic Times Reveals the "Other Side" of Ashish Kacholia

Our Master Portfolio Member Ashish Kacholia is a person who stays away from the market spotlight. To be precise, we couldn't even get a photo of him from internet even though we spent lot of time looking for it*. Now Economic TImes has come up with an article which shows the other side of Ashish Kacholia along with his investment strategy. The article written by Shailesh Menon details the kindness act of Ashish Kacholia.

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Flashback and Future views - 6

We gave our last portfolio flashback on 24th September 2015. It would be prudent to evaluate the portfolio during this festival season. Kindly note that all these recommendations are just guidance and it is your responsibility to study these companies before taking any investment decisions.

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Happy Diwali!!


Nick Leeson - Man Who Destroyed UK's Oldest Bank with One Trade!!

An interesting read about a then 28 year old guy who ruined UK's oldest bank with his single trade, Courtesy NISM

Nicholas Leeson, had well established track record of being a savvy operator in the derivatives market and was the favourite of the top management at the Barings Bank headquarters at London. He was the head of derivatives trading, responsible for both front and back office, at Barings Futures, Singapore (BFS), a subsidiary of Barings Plc., London.

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Alpa Labs - Porinju Veliyath's New Bet from Pharma Space

As per NSE bulk data on 6th November 2015, Our Master Portfolio Member Porinju Veliyath has scooped out a mid cap pharma company named Alpa Labs.  According to NSE data, daughter of Porinju Veliyath, Ms. Shilpa Porinju Veliyath scooped out 110000 shares of Alpa Labs @Rs. 31.30. 

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Vijay Kedia bets on Astec Lifescience

Our Master Portfolio Member Vijay Kedia has put his latest bet on Astec Lifescience, a producer of agrochemicals and pharmaceutical intermediates.  According to the latest share holding pattern, Vijay Kedia bagged 2,00,000 shares which comes to 1.028% of the total shares. Astec manufactures a wide range of Agrochemical active ingredients and pharmaceutical intermediates. Company has forged enduring relationships with large and small companies all over the world. 


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IntraSoft Technologies Limited: Still Steam Left

IntraSoft Technologies Limited is in the business of providing back ended IT Enabled Services to its subsidiary companies. The E-commerce subsidiary www.123stores.com focuses on the US Online Retail market and was ranked as the 392nd largest Internet Retailer in USA as well as the 13th fastest growing Internet Retailer in the 2015 Top 500 Internet Retailer Guide. Company is planning to enter Indian market soon.

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Dolly Khanna bets on Srikalahasthi Pipes

According to the latest share holding pattern, Our Master Portfolio Member Dolly Khanna accumulated 406,369 shares of Srikalahasthi Pipes, Pig Iron manufacturing company. Along with Dolly few seasoned players also increased their stakes in this less known company. When Dolly's percentage holding comes to 1.02%, Morgan Stanley Asia (Singapore) Pte increased their stake from 1.06% to 1.59%. Anil Kumar Goel, a well known investor in the Indian Equity increased his stakes from 1.32% to 1.45%. 

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Ashish Kacholia in Buy Mode, Entered Camlin Fine Sciences

Ashish Kacholia, our Master Portfolio Member has entered Camlin Fine Sciences, a Mumbai based chemical company current market capitalisation of nearly 1000 crores.  In July-September quarter, Ashish Kacholia acquired 1,189,529 shares which comes to around 1.24% of the total shareholdings. 

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Ashish Kacholia Entered Vishnu Chemicals

According to the latest shareholding pattern of Vishnu chemicals, Ashish Kacholia, our Master Portfolio Member has bought a huge chunk of 398523 shares.   This comes to 3.34% of the total shares. It would be interesting to see what made Ashish Kacholia to go for this shopping, that too more than 3% of the total shareholdings. 

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Want to have a look @ our trade data?

If the answer is yes, You can peep into our long term and short term trades once you become a financial contributor to our blog. Mail us to indianhiddengems@gmail.com for more information.

Kindly note that these will be just reference data of our buys/sells and not recommendations to buy or sell. 

WE DON'T RUN ANY KIND OF STOCK RECOMMENDATION SERVICE!!!

Happy Investing!!!

 

Arrow Coated Products - More Takers Queuing Up??

According to the latest share holding pattern of Arrow Coated Products,  leading investment firm Quant Capital acquired nearly 1.55% stocks. During the consolidation phase of 3 months, they have silently accumulated 1,82,304 shares. Arrow Coated was identified by retailer's darling Value Pick in August 2013, when it was trading at Rs 12!!!. Till then its on a long term up-trend. In January 2015 it reached a peak of Rs 550 and retraced 50% to 280 by March 2015. Well known investor Mukul Mahavir Prasad grabbed 130000 shares at nearly Rs 500 in January 2015. Also Param Capital Research and Aquavista limited acquired nearly 1.5% each during this period. Today Arrow Coated marched and locked in UC with flying colors at Rs 649.


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Kellton Tech Doubled In 6 Months

Our recent recommendation - Kellton Tech has doubled in less than 6 months. Long way to go!!!
Recommended Price: Rs.60
Current Price : Rs.135


Sumir Chadha’s Westbridge Capital - Investment Strategy

Sumir Chadha’s Westbridge Capital/ Jwalamukhi Holdings is one of the best Private Investment in Public Equity Fund in India. In the latest issue of Outlook Business, Sumir Chadha of Westbridge Capital/ Jwalamukhi has given important pointers of the fund’s investment strategies in Indian Market.

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7 Buying Ideas For Next 3 Months From LKP Securities

Leading Brokerage House LKP Securities has come up with 7 picks in its latest research report. The Head Research at LKP, Mr. Mr. S Ranganathan  and Head Advisory at LKP of Mr. Kunal Bothra are very confident about Indian Economy going forward. They point out that there are a lot of interesting developments which have occurred in the recent times even thought market had lot of ups and downs. Global concerns have never been so visible in the recent past, and with bounties of concerns over China, sovereign downgrades of countries like Brazil etc, Currency crisis etc. Along with it the FED maintaining status quo and the RBI cutting rates despite a 14% deficiency in the monsoon it is quite evident that slowing global growth is uppermost in the mind of central bankers.

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India Stock Market Holidays 2016 List

NSE/BSE will observe the following Trading Holidays during the Calendar Year January to December, 2016. Kindly note that Exchange may alter / change any of the above Holidays, for which a separate circular shall be issued in advance.

India Stock Market Trading Holidays 2016 List

Flashback and Future views - 5

We gave our last portfolio flashback on 29th July 2015. Between January and this September market has seen its life time high and then a 30 percent correction. We don't believe in "playing" with market and as you can see we have recommended less than 15 stocks in the last 2 years and most of them has performed exceptionally well.

So where do we stand now, after a 1500 points nifty correction?

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Nifty - Going Forward

When all experts were shouting about the possibility of Nifty reaching 10000 this year, we published an article on August 10th detailing the high probability of a correction in Market. Nifty was trading at 8500-8600 levels and just within a months time it corrected 1000 points. Now the question is what next. Is the correction over?. Do we need to wait more or is this the right time to buy or accumulate more?

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Porinju Veliyath Has Just Failed in Predicting Nifty

Porinju Veliyath, the head of  Equity Intelligence is a person who is followed by thousands of retail investors. In the last 2-3 years he has picked up many undervalued stocks and made excellent profit to his customers. He has many twitter followers who simply try to imitate his picks and make quick bucks. Many of them have indeed succeeded as well. 


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We Strongly Condemn ET Article on Raghuram Rajan

Vatsal Srivastava, consulting editor with IANS, has come up with a mediocre article in Economic Times stating that the biggest risk to the India story today is a hawkish RBI Governer RaghuRam Rajan!!


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Inspiring Story of Nitin Fire Protection Industries

Yesterday we published an article about Amitabh Bachchan's entry in Nitin Fire Protection Industries.  Today we are publishing the inspiring story of Nitin Shah,M D of Nitin Fire Protection Industries who built a Rs 1000 crore fire protection company from less than Rs 20 of his own. This story was originally published in EconomicTimes.


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Nitin Fire Protection Industries - Amitabh Bachchan's Latest Stock Pick


Last month, we featured Big B-Amitabh Bachchan's latest portfolio and his stock investment history. In the article, we mentioned that Bachchans latest pick - Stampade Capital has more steam left when it was trading at Rs. 500. Well, with 45 days it reached a peak of Rs 800 (60% up) and currently it is trading at Rs. 650. 

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The History of Indian Rupee Devaluation

Today,Global Currency Market has shaken by China’s devaluation of its currency - Yuan. China's central bank  devalued its Yuan currency by nearly two percent against the US dollar. Now back home, how many of you know that Indian Currency - Rupee, has a history of devaluation?. This post is meant to give you a heads-up of the  history of Indian Rupee Devaluation.


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Midcap Mania - What Experts Say


One of our fellow readers, Mr. Saurin Patel has asked the big question in mind of many others. "Every stock going up and up..Is this like 2000/2007 bubble in midcap/small??". Yes..The mid-cap index is once again running ahead of the benchmark nifty index. Currently mid-cap index is trading at its life time high levels and its performing exorbitantly better when compared to nifty index. Now the worrying factor is whenever this happened for a long-stretch, the market corrected subsequently. Experts are pointing out the examples in 2008 and 2010.


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Ashish Kacholia Gets His First Pick from Textile Industry

On July 20th, in our post named-$650 billion opportunity by 2025 for Textile Industry: Pick the winners now- we have highlighted the hidden opportunities in Indian Textile Industry and hand picked 2 stocks for long term play. We recommended that a buy is advisable in Trident which was trading at Rs. 33 and KPR Mills which was trading at Rs. 667. Well, two stocks has already given 12.73% and 15.44% returns respectively due their excellent results.

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Opportunities Still Exit in MidCap Space: HSBC Report

Economic Times has come up with a note stating that there are still opportunities exits in the midcap space even though the stocks have run up a lot in recent time. Noting HSBC report, ET shows that despite this performance, the universe still trades at a 20 per cent discount to large-cap companies.

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Flashback and Future views - 4

We gave our last portfolio flashback on 31st January 2015. Between January and this July market has seen its life time high and then a 15-20 percent correction. We don't believe in "playing" with market and as you can see we have recommended only 15 stocks in the last 2 years and most of them has performed exceptionally well.

So where do we stand now?

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Force Motors becomes a 5 Bagger for Porinju Veliyath


On 10 July 2014, after accumulating the required quantity for his PMS, Porinju Veliyath published the research report on Force Motors. The report showcased the cheap valuations of Force Motors at the price of Rs.475 and potential upside it can have in the near future. Also on July 11, he tweeted that Force Motors is a compelling by at then price of Rs. 445.


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RIP APJ Abdul Kalam


Dear Value Pick, You Are the Synonym for Indian Value Investing Ideas - A Tribute

We @www.indianhiddengems.com, have showcased many masters who guide retailers in selecting their picks, advice the whole idea of value investing and identify hidden gems early. But when it comes to retail and small scale Indian investors, we cannot imagine a name other than this unknown person from Kottayam, Kerala who has been guiding his followers for the last 5 long years. 

Value Pick Blog About Me

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Thoughts on Roller Coaster Investing by Prof Sanjay Bakshi

When it comes to stock market basics,we have never seen a person like Prof Sanjay Bakshi who has the magnificent charisma to explain it better. In his latest article, he explain his thoughts on Roller Coaster Investing. The note clearly explain the temptation to sell long term holdings for short term gain. He takes the example of Wabco India and explain it neatly. From January 2009 till date, Wabco India corrected more than 20% 6 times, but the stock has traveled from Rs. 170 to Rs. 5400. So interesting, Isn't ?

Prof Sanjay Bakshi

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Kitex Garments- Different People, Different Opinions

Kitex Garments is one of the most hyped stocks in Indian Market for the last one year. It has been a 10 bagger for people who invested in it one year before. This June 2015 quarter result was not able to meet the expectations of the investors and Kitex Garments has responded to it. From an all time high of Rs. 1070,it has nosedived to Rs. 754 today. Now the interesting factor is people from different corners are coming up with different opinions. Our "Master Portfolio Member" Porinju Veliyath is on first place to attach the stock, pointing on its high valuations.

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Acrysil Limited - The Latest Multibagger Idea by Ashish Kacholia

Our Master Portfolio Member, Ashish Kacholia is continuing his shopping in value investing ideas. In the latest news, he is going to own 4.2 percent or 2,21,240 shares of Acrysil India, a company which manufactures and sells kitchen sinks/centers. According to the latest disclosure by the company to stock exchanges, company is going to issue 5,30,976 equity shares to Ashish Kacholia, Varun Dega  and Bengal Finance and Investment Company on preferential basis at a price of Rs. 572. 2,21,240 shares goes to Ashish Kacholia, 88,496 shares are bagged by Varun Dega and the rest goes to Bengal Finance and Investment Company.

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Ashish Kacholia buys Lokesh Machines - A Multibagger in Making??

According to the latest share holding pattern, Lokesh Machines is blessed with the entry of our Master Portfolio Member, Ashish Kacholia. The share holding pattern says that Ashish Kacholia is holding a major chunk of Lokesh Machines. In 30th March 2015, an extra ordinary general meeting was held and as an outcome , company decided to allocate 10,00,000 shares to the legendary investor Ashish Kacholia at a rate of Rs. 50. This comes to an investment amount of Rs.5 crores. Along with that company also allotted 60,000 shares as warrants. Company  stated that the amount will be used to reduce its existing debts and to meet the working capital requirements.

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Geojit Research Report - Accumulate LG Balakrishnan

In its July 2015 Portfolio Talk report, Geojit BNP Paribas has come up with a few stock ideas. From the report, We have hand-picked the "Accumulate" call of LG Balakrishnan by research analyst Mr. Saji John.

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Motilal Oswal India Strategy Report for FY16

Leading brokerage firm Motilal Oswal has come up with its India Strategy Report for FY16. The report is a detailed one which covers different sectors like Automobiles, Capital Goods, Cement, Consumer, Financial-Banks, Financial NBFCs, Healthcare, Media, Oil & Gas, Metals, Real Estate, Technology, Telecom, Retail etc in Indian Industry and the possible winners going forward.

Team Motilal Oswal

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$650 billion opportunity by 2025 for Textile Industry: Pick the winners now!!

One year before, we recommended a not well known textile company called Vardhman Textiles, when it was trading at 342. The stock was moved slowly and steadily giving an almost 100% return. In the recommendation article we mentioned that the whole textile industry is testing the patience of investors.But if we look back now, it was a wonderful year that passed on.

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Rich Dad Poor Dad Summary & Chapters

The "Rich Dad, Poor Dad" is the story of a person who is actually the narrator and author and has two fathers: the first was his well educated biological father, termed as the "poor dad" - and the other was the father of his childhood best friend, Mike, termed as the "rich dad" who is less educated. Both fathers taught the author how to achieve success but with very disparate approaches. Throughout this book, the author compares both fathers – their principles, financial practices, ideas and degree of dynamism and how his real father, the poor and struggling but highly educated man, against his rich dad in terms of asset building and business acumen.

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Rich Dad Poor Dad -Epilogue

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

As the book draws to a close and approaches publication, I would like to share a final thought with you. The main reason I wrote this book was to share insights into how increased financial intelligence can be used to solve many of life's common problems. Without financial training, we all too often use the standard formulas to get through life, such as to work hard, save, borrow and pay excessive taxes. Today we need better information.

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Rich Dad Poor Dad Chapter 10 - Still Want More? Here are Some To Do's

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Many people may not be satisfied with my ten steps. They see them more as philosophies than actions. I think understanding the philosophy is just as important as the action. There are many people who want to do, instead of think, and then there are people who think but do not do. I would say that I am both. I love new ideas and I love action.

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Rich Dad Poor Dad Chapter 9 - Getting Started

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

I wish I could say acquiring wealth was easy for me, but it wasn't.

So in response to the question "How do I start?" I offer the thought process I go through on a day-by-day basis. It really is easy to find great deals. I promise you that. It's just like riding a bike. After a little wobbling, it's a piece of cake. But when it comes to money, it's the determination to get through the wobbling that's a personal thing.

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Rich Dad Poor Dad Chapter 8 - Overcoming Obstacles

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Once people have studied and become financially literate, they may still face roadblocks to becoming financially independent. There are five main reasons why financially literate people may still not develop abundant asset columns. Asset columns that could produce large sums of cash flow. Asset columns that could free them to live the life they dream of, instead of working full time just to pay bills. The five reasons are:

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Rich Dad Poor Dad Chapter 7 - Don't Work for Money

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

In 1995,I granted an interview with a newspaper in Singapore. The young female reporter was on time, and the interview got under way immediately. We sat in the lobby of a luxurious hotel, sipping coffee and discussing the purpose of my visit to Singapore. I was to "The Secrets of the Rich."

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Rich Dad Poor Dad Chapter 6 - Lesson Five:The Rich Invent Money

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Last night, I took a break from writing and watched a TV program on the history of a young man named Alexander Graham Bell. Bell had just patented his telephone, and was having growing pains because the demand for his new invention was so strong. Needing a bigger company, he then went to the giant at that time, Western Union, and asked them if they would buy his patent and his tiny company. He wanted $100,000 for the whole package. The president of Western Union scoffed at him and turned him down, saying the price was ridiculous. The rest is history. A multi-billion-dollar industry emerged, and AT&T was born.

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Rich Dad Poor Dad Chapter 4 - Mind Your Own Business

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

In 1974, Ray Kroc, the founder of McDonald's, was asked to speak to the MBA class at the University of Texas at Austin. A dear friend of mine, Keith Cunningham, was a student in that MBA class. After a powerful and inspiring talk, the class adjourned and the students asked Ray if he would join them at their favorite hangout to have a few beers. Ray graciously accepted.

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Rich Dad Poor Dad Chapter 3 - Why Teach Financial Literacy? - Part 2

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

So what causes the confusion? Or how could something so simple be so screwed up? Why would someone buy an asset that was really a liability. The answer is found in basic education.

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Rich Dad Poor Dad Chapter 3 - Why Teach Financial Literacy? - Part 1

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

Lesson Two:Why Teach Financial Literacy?
In 1990, my best friend, Mike, took over his father's empire and is, in fact, doing a better job than his dad did. We see each other once or twice a year on the golf course. He and his wife are wealthier than you could imagine. Rich dad's empire is in great hands, and Mike is now grooming his son to take his place, as his dad had groomed us.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 4

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

As he climbed into his pickup truck, outside of his little convenience store, he said, "Keep working boys, but the sooner you forget about needing a paycheck, the easier your adult life will be. Keep using your brain, work for free, and soon your mind will show you ways of making money far beyond what I could ever pay you. You will see things that other people never see.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 3

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

I didn't tell my poor dad I wasn't being paid. He would not have understood, and I did not want to try to explain something that I did not yet understand myself.

For three more weeks, Mike and I worked for three hours, every Saturday, for nothing. The work didn't bother me, and the routine got easier. It was the missed baseball games and not being able to afford to buy a few comic books that got to me.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 2

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter here

"I'll pay you 10 cents an hour. "

Even by 1956 pay standards, 10 cents an hour was low.

Michael and I met with his dad that morning at 8 o'clock. He was already busy and had been at work for more than an hour. His construction supervisor was just leaving in his pickup truck as I walked up to his simple, small and tidy home. Mike met me at the door.

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Rich Dad, Poor Dad Chapter 2 - The Rich Don't Work For Money Part 1

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. Read the first chapter chapter here

"Dad, Can You Tell Me How to Get Rich?"

My dad put down the evening paper. "Why do you want to get rich, son?"

"Because today Jimmy's mom drove up in their new Cadillac, and they were going to their beach house for the weekend. He took three of his friends, but Mike and I weren't invited. They told us we weren't invited because we were `poor kids'."

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Rich Dad, Poor Dad Chapter 1 - As Narrated by Robert Kiyosaki

Rich Dad Poor Dad is a book written by American businessman, author and investor Robert Kiyosaki in 2000. It advocates financial independence and building wealth through value investing, real estate investing, starting and owning businesses, as well as increasing one's financial intelligence to improve one's business and financial aptitude. A good read for value investors!!

Rich Dad, Poor Dad Chapter 1
I had two fathers, a rich one and a poor one. One was highly educated and intelligent; he had a Ph.D. and completed four years of undergraduate work in less than two years. He then went on to Stanford University, the University of Chicago, and Northwestern University to do his advanced studies, all on full financial scholarships. The other father never finished the eighth grade.

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Ashish Kacholia buys Man Industries

Our "Master Portfolio Member" Ashish Kacholia's portfolio is armed with a new stock - Man Industries. On July 8, Ashish Kacholia purchased 5 lakhs equity shares representing 0.88% of total equity of Man Industries at an average price of Rs 110.76 per share. After axiscades, this seems to be his next bet.

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Porinju Veliyath bets big on e-commerce Companies

Porinju Veliyath continues his shopping like there is no tomorrow!!!. Data shows that he is not short of money. What our guess is that, wealthy kerala NRI's are betting high on Porinju Veliyath and his PMS firm - Equity Intelligence and pouring money. Below are the two e-commerce companies that Porinju is heavily betting on.

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Innovative Tech Pack - A Potential Multibagger in Making

Realize the Huge Potential for PET Bottle Business
The global plastics industry is observing a continuous shift of production bases to low-cost Asian countries. With increasing foreign investment and rise in the number of new manufacturing establishments in the region, Asia has become the largest and the fastest growing market for plastics in the world. In particular, China and India offer enormous growth opportunities due to expanding production activities in the countries. 

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Fundoo Professor Sanjay Bakshi confesses on the missed opportunity in Eicher Motors

Since this is our first post about Professor Sanjay Bakshi, lets begin with a small introduction about him. Professor Sanjay Bakshi is an experienced and successful value investor and is also one of India’s best-recognized finance professors who teaches at Management Development Institute, Gurgaon.  As a practitioner of value investing in India for more than 20 years, Sanjay has an excellent long-term track record. 

Sanjay received M.Sc. (Economics) from London School of Economics and Political Science and B.Com(Hons.) from University of Delhi, India. He is also a fellow member of the Institute of Chartered Accountants of India. He teach MBA students a popular course titled “Behavioral Finance & Business Valuation (BFBV)”. He is also Managing Partner at ValueQuest Capital LLP— a value investing specialist in moats investing.
Professor Sanjay Bakshi

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The Dolly Khanna Way of Exiting Stocks

All of us know about our stock market wizards like Ramesh Damani, Rakesh Jhunjhunwala, Ashish Kacholia, Vijay Kedia, Dolly Khanna alias Rajeev Khanna, Porinju Veliyath etc. They all are having proven track record on picking early gems. But when it comes to "Stock Exit Strategy", who among them leads the way. We have done an analysis based on the March 2015 quarter holding and, to be frank, we found that when it comes to "Stock Exit Strategy" -Dolly Khanna alias Rajeev Khanna has an outstanding lead compared to others. Here are few examples of Dolly Khanna alias Rajeev Khanna's stock exits that worked out charmingly.

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Indias First E-commerce Company IPO - Infibeam eyes 450 crore

In a good news to tech savvy invstors, Gujarat based Infibeam Incorporation Ltd has filed its draft red herring prospectus with securities market regulator SEBI for its initial public offer to raise up to Rs 450 crore. Infibeam runs the infibeam.com and BuildaBazaar.com websites. Last year, Sony Music bought a 26 percent stake inIndent, the company's digital entertainment arm.

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Indian Stock Picks from Macquarie and Barclays

At a time when retail investors in India are thinking about how to explore opportunities in equities, analysts at top global brokerage firms like Macquarie and Barclays are of the view that the recent correction in Indian markets owing to both global as well as domestic factors should be used to accumulate quality stocks.

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Lets peep into Porinju Veliyath Latest Recommendations 2015

On 2015 June 29th, Porinju Veliyath - Founder and CEO of Kochi-based Equity Intelligence, had an interview with CNBC-TV18's Latha Venkatesh and Reema Tendulkar. In the last few years his picks are giving exorbitant returns. Equity Intelligence whose Portfolio Management Scheme returned 71.69 percent in fiscal year 2015 compared to 26.66 percent gain for the Nifty.  He also stated that over the past 12 years, Equity Intelligence has earned mind blowing gains of 32.9 percent CAGR. If you had kept 1 lakh with Porinju in 2003, it would have been become a whooping 30 lakhs by this time!!.

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Forbes Asia's 'Best Under A Billion' list : 11 Indian Companies

The list covers public companies with annual revenue of $5 million to $1 billion, Forbes said, adding that they should also have positive net income and should be publicly traded for at least a year. Companies from mainland China & Hong Kong (84) as well as Taiwan (36) dominated this year's list accounting for 60 per cent of the top 200 publicly-traded companies in the Asia Pacific region. 

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Look for Tomorrow's Winners : Ramesh Damani

Ramesh Damani, the “Nawab of Dalal Street”, is one of the most respected investors in Indian Share Market. He is the frontrunner of our current so called bull run of Indian market and sees plenty of opportunities on the sidelines.

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Radhakishan Damani gets into India Cements

Radhakishan Damani, a stock market veteran and owner of hypermarket chain D-Mart,gets into South India's biggest cement manufacturer- India Cements. At IndianHiddenGems,we closely watch the market activities of such kind of ace investors who are setting up the ideal path for retailers and small scale investors.

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Kellton Tech - Infinite Possibilities

Do You Know
1. The volume of business data worldwide, across all companies, doubles every 1.2 years, according to estimates.

2. Walmart handles more than 1 million customer transactions every hour, which are imported into databases estimated to contain more than 2.5 petabytes (2560 terabytes) of data – the equivalent of 167 times the information contained in all the books in the US Library of Congress.

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Stock Market Mistakes Investors Make

Investing in the stock market is one of the best things you can do with your money, provided that you know what you're doing. If you don't know what you're doing, you might as well take your money to Vegas — you might even get better odds. But if you're going to play the market, do it right.
Here are some common mistakes many investors make. Know them and avoid them.
 
1- Buying a stock because it pays a dividend
A profitable corporation can distribute profits in the form of dividends. In other words, each share gets a certain amount of money. While it's great to get a dividend, it's not wise to hunt them. So, the mistake that a lot of guys make is to buy a stock shortly before they expect it to pay a dividend.
While that sounds good, the problem is that the price they pay for the stock likely reflects the anticipated dividend. In other words, shopping for dividends means you're overpaying.

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Flashback and Future views - 3

Markets giving new peaks every month. Investors waiting to get inside are seen loosing patience and entering with frustration. This suggests that we have covered more than 70% of the rally now . Markets might peak sometime in 2016 as most of us expecting. With the history suggesting that bear markets come every 7 years, one has to approach with caution.

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Ganesha Ecosphere, A possible re-rating candidate - For risk takers only !!

Happy new year to all our readers. We wish 2015 to bring greater wealth than 2014 !

It has been a while now, we have not added any new stock to the portfolio. Instead chose to enjoy the gains in our earlier investments + patiently waiting for the recent ones to deliver.

It seems the best time for buying stocks is now. The new government is opening up for new business in many sectors which in turn can be beneficial for many sub-sectors. There are opportunities,   But the difficult job is to decide, what to buy !! 

After going through many businesses for sometime , one company did catch our eyes.The ultimate business is one that generates wealth from waste. I am sure all will agree with this. Yes, The vision of Ganesha Ecosphere and its promoters is what we are excited about. 

However the fundamentals of the company have not convinced us. We leave the decision to you. 



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