tag:blogger.com,1999:blog-8074076175036081982.post2285339438768786131..comments2024-03-26T12:30:43.541+05:30Comments on Investment ideas: KNR Constructions - A case study of how slow and steady wins the raceNiteen S Dharmawathttp://www.blogger.com/profile/14299180659043749768noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-8074076175036081982.post-12661617649567935002018-05-05T12:56:56.946+05:302018-05-05T12:56:56.946+05:30Hands down agreed.Hands down agreed.Anonymoushttps://www.blogger.com/profile/02064475300088392724noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-87500555180022261772018-05-05T10:34:21.121+05:302018-05-05T10:34:21.121+05:30Dear Abhishek bhai your love for fundamental is ok...Dear Abhishek bhai your love for fundamental is okay. But technical is not quackery.Anonymoushttps://www.blogger.com/profile/12580011308487258584noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-59132923392879837752017-09-06T05:56:58.414+05:302017-09-06T05:56:58.414+05:30Exceptional read, I simply passed this onto a good...Exceptional read, I simply passed this onto a good friend that <br />was doing some research study on that. Additionally, he really bought <br />me lunch as I located it for him. Maintain composing as well as helping people!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-63340311494273734162017-08-29T13:14:34.420+05:302017-08-29T13:14:34.420+05:30Hi what a good entry level in your opinion?Hi what a good entry level in your opinion?music maniahttps://www.blogger.com/profile/13554581771831368600noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-88833103734555576792017-06-26T06:24:07.997+05:302017-06-26T06:24:07.997+05:30When someone writes an piece of writing he/she kee...When someone writes an piece of writing he/she keeps the image of a user in his/her <br />mind that how a user can know it. Thus that's why this article is <br />outstdanding. Thanks!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-11623821816904425662017-01-26T22:34:32.810+05:302017-01-26T22:34:32.810+05:30I thought I would leave my first comment. I don’t ...I thought I would leave my first comment. I don’t know what to say except that I have enjoyed reading. Nice blog, I will keep visiting this blog very often.<br /><br /><a href="http://pacificforeignexchange.com/" rel="nofollow">Foreign Currency Exchange San Francisco</a>Jayden Richhttps://www.blogger.com/profile/08161915540847526192noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-15306008907115744292017-01-24T01:12:01.082+05:302017-01-24T01:12:01.082+05:30Great analysis Niteen. Is KNR still worth a buy at...Great analysis Niteen. Is KNR still worth a buy at current levels?Anonymoushttps://www.blogger.com/profile/18375752413054897104noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-90230611497838426912017-01-23T11:45:49.043+05:302017-01-23T11:45:49.043+05:30Dear Vandan,
I do not track PNC Infra. However, fe...Dear Vandan,<br />I do not track PNC Infra. However, few more friends asked my opinion. I am just reproducing what I said.<br /><br />PNC Infra has some recent corporate developments that are not giving me confidence. Two directors resigned.<br /><br />Also, Enterprise Value is around 5200Crs is not cheap. The margin of safety is not very high. Their expansion in power sector is not a welcome thing. They have listed two projects on the site. I am not sure about the current power projects in hand and their focus on the sector. If they are pursuing this, I would like to be cautious about it. Also, I am not too sure about the success of Hybrid Model of Road Development and how it is going to further stretch the balance sheet of the company. (Extract from what I wrote on valupickr in Dec before directors of PNR resigned)Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-78678418841818850332017-01-23T10:37:52.743+05:302017-01-23T10:37:52.743+05:30Dear Niteen,
Great analysis on KNR...I am too bul...Dear Niteen, <br />Great analysis on KNR...I am too bullish on this company and infra as a sector. Your earlier post also has done great justice to the infra sector...Could you also guide me on your views for PNC Infratech... I believe this can be the next KNR...Look forward for your views. ThanksMulticapLaxmihttps://www.blogger.com/profile/05665657624476928106noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-90321815090231183832017-01-21T10:20:35.570+05:302017-01-21T10:20:35.570+05:30Great analysis. It sort of shows the value proposi...Great analysis. It sort of shows the value proposition in fundamental analysis, value investor's perspective and delineates investment from trading. Few days back, I had an argument coming from a young laddie, just trying to make out in the back office of some investment bank. The subject was about fundamental analysis vs. technical charting. As much as I tried to avoid the subject , knowing the shallow response I would need to prepare myself for, the laddie was insistent and cocky. I had to at the last tell him that you know what you first now need to differentiate between the two: if not, then this discussion is a wastage of time. Secondly, with all due respect in contrast to fundamental analysis , technical charting is a bit of quackery. I know I am making a very bold statement and am risking a few irksome comments from the die hard fans of technical charting, but the blow was important for the laddie to nip him then and their. Not that I don't enjoy a good debate but it is a little far fetched and clearly a drag to argue with the cynics. The reason for this long discourse is definitely not to prove the superiority of fundamentals over technicals-but to reinforce Nitin's own long journey based on his analysis, conviction and patience.Anonymoushttps://www.blogger.com/profile/02064475300088392724noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-83469164793721185212017-01-20T20:23:48.965+05:302017-01-20T20:23:48.965+05:30Thanks for sharing your experience, and interestin...Thanks for sharing your experience, and interesting insights.Nasir Khambattahttps://www.blogger.com/profile/12128964623715061346noreply@blogger.com