Oct 29


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Happy Diwali to all my blog followers/readers.

The stock markets in India have been yo yoing. Most of the stocks were fairly/over priced. After a bit of digging around, I find one stock meeting my criteria at current levels. I am covering it for you. Another idea is also taking shape. I would cover it in near future. 

Faujifinance Stock Idea No 2



    • Anshul Gaur on October 30, 2014 at 6:18 pm
    • Reply

    Dear Sir,
    1. An interesting case. As of now, haven’t studies it so no comments. The moat part seems fine but need to be more deliberate on the financial and corporate management aspect. Will share once again after study.

    2. At the same time, can u share your views on the fwg businesses : IDFC and Godfrey Philips. Both have some event (Banking licence in the former and re-structuring in the latter) which can affect it positively. Your views please.

      • Fauji on November 1, 2014 at 4:54 pm
      • Reply

      Discussing the financials, you will get plenty of reports on the net. It is full of data. Making sense of the data is important.
      IDFC and Godfrey Phillips, I have not gone through. However, the businesses have moats. Hence, they are thumbs up on the basic parameter. Second is management. Which is sound. Now comes the price which requires financials and study, which I believe you are doing.
      Better stick to ten good businesses you understand and know rather than 30 businesses.

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