velu Posted February 7, 2023 Share Posted February 7, 2023 you guys fighting about adani , meanwhile adani started pumping his stocks again @Khota @Under_Score adani ent almost 100% up from the lows adani ports , acc , ambuja are up significantly too , but they are fairly valued comparatively diga and gattaca 2 Link to comment Share on other sites More sharing options...
rangeelaraja Posted February 7, 2023 Share Posted February 7, 2023 7 hours ago, ravishingravi said: When godfather of valuation speaks. Damodaran is just a valuation theorist. Apply the same 2 stage or 3 stage FCF model, with fancy discounts and adjustments. With all due respect he understands shiiiiite about business. He is wrong almost always. None bigger than his calling Tesla extraordinarily overvalued. Soon after his thesis, the Tesla stock went to the moon. Never trust an academic's judgement on valuation of a business. Under_Score 1 Link to comment Share on other sites More sharing options...
diga Posted February 7, 2023 Share Posted February 7, 2023 1 hour ago, velu said: you guys fighting about adani , meanwhile adani started pumping his stocks again @Khota @Under_Score adani ent almost 100% up from the lows adani ports , acc , ambuja are up significantly too , but they are fairly valued comparatively and @velu is minting money. What watch did you invest in ? velu 1 Link to comment Share on other sites More sharing options...
velu Posted February 7, 2023 Share Posted February 7, 2023 1 hour ago, diga said: and @velu is minting money. What watch did you invest in ? only trading .. zero investments vast majority of the traders lost because of adani directly or indirectly but its a big missed trading opportunity .. shld have bought puts when the report came out coffee_rules 1 Link to comment Share on other sites More sharing options...
randomGuy Posted February 7, 2023 Share Posted February 7, 2023 My latest analysis says nifty will fall till April till 14500, i have been waiting from oct 2021 when I sold everything when nifty was at 18500, feels like eternity... maybe market decide to keep me out forever and jump to 19000. Link to comment Share on other sites More sharing options...
ravishingravi Posted February 7, 2023 Share Posted February 7, 2023 Well well well Link to comment Share on other sites More sharing options...
Khota Posted February 7, 2023 Share Posted February 7, 2023 2 hours ago, ravishingravi said: Well well well A govt. handout. Paid for by the citizens of India. Link to comment Share on other sites More sharing options...
Khota Posted February 7, 2023 Share Posted February 7, 2023 6 hours ago, rangeelaraja said: Damodaran is just a valuation theorist. Apply the same 2 stage or 3 stage FCF model, with fancy discounts and adjustments. With all due respect he understands shiiiiite about business. He is wrong almost always. None bigger than his calling Tesla extraordinarily overvalued. Soon after his thesis, the Tesla stock went to the moon. Never trust an academic's judgement on valuation of a business. How is Tesla doing now? Link to comment Share on other sites More sharing options...
Khota Posted February 7, 2023 Share Posted February 7, 2023 6 hours ago, velu said: you guys fighting about adani , meanwhile adani started pumping his stocks again @Khota @Under_Score adani ent almost 100% up from the lows adani ports , acc , ambuja are up significantly too , but they are fairly valued comparatively This is ICF, we are never fighting. We are always having fun. velu 1 Link to comment Share on other sites More sharing options...
coffee_rules Posted February 7, 2023 Share Posted February 7, 2023 9 minutes ago, Khota said: A govt. handout. Paid for by the citizens of India. Any links or your speculation? Recently, they paid $1.1 billion in loan repayments that were not due till 2024, to show they are in good state to investors. https://www.ft.com/content/690fed8f-c286-4ff2-a899-de9d398ec761 Link to comment Share on other sites More sharing options...
Lone Wolf Posted February 7, 2023 Share Posted February 7, 2023 Finally some action by Ra Ga... Only Indian opposition leader who will get something out of PM. Dream for Khujliwal & Mamta Link to comment Share on other sites More sharing options...
Lone Wolf Posted February 7, 2023 Share Posted February 7, 2023 Also Unlikely Saheb will say anything on Adani... Turkey Earthquake, vasudev katumbukum crap & Vishwaguru 10.0 speech loading. Link to comment Share on other sites More sharing options...
coffee_rules Posted February 7, 2023 Share Posted February 7, 2023 This is gold! RaGa spokie saying… ravishingravi and velu 2 Link to comment Share on other sites More sharing options...
coffee_rules Posted February 7, 2023 Share Posted February 7, 2023 7 minutes ago, Lone Wolf said: Finally some action by Ra Ga... Only Indian opposition leader who will get something out of PM. Dream for Khujliwal & Mamta 2019 - Rafale Chowkidaar 2024 -Adani Lage raho, looks like RaGa has started campaigning for BJP already Link to comment Share on other sites More sharing options...
Khota Posted February 7, 2023 Share Posted February 7, 2023 47 minutes ago, coffee_rules said: Any links or your speculation? Recently, they paid $1.1 billion in loan repayments that were not due till 2024, to show they are in good state to investors. https://www.ft.com/content/690fed8f-c286-4ff2-a899-de9d398ec761 These are govt. contracts which one family is getting disproportionately. Is Adani the only smart person in India? Link to comment Share on other sites More sharing options...
gattaca Posted February 7, 2023 Author Share Posted February 7, 2023 Just now, Khota said: These are govt. contracts which one family is getting disproportionately. Is Adani the only smart person in India? Depends on delivery. Govt usually favors whoever does within or less than budget and time. Many contractors/builders struggle to deliver in India. If adani was able deliver in time and budget then there shouldn’t any fuss. coffee_rules 1 Link to comment Share on other sites More sharing options...
coffee_rules Posted February 7, 2023 Share Posted February 7, 2023 3 minutes ago, Khota said: These are govt. contracts which one family is getting disproportionately. Is Adani the only smart person in India? His company is digging coal in Chhattisgarh and providing it to the thermal power plant in Rajasthan. Infrastructure companies bid for infrastructure projects . Is Israel asking him to build port Haifa in Israel also a handout? Link to comment Share on other sites More sharing options...
Lone Wolf Posted February 7, 2023 Share Posted February 7, 2023 53 minutes ago, coffee_rules said: 2019 - Rafale Chowkidaar 2024 -Adani Lage raho, looks like RaGa has started campaigning for BJP already Yep Modi wave is in decline.. He has gone old & senile. He will win 2024 but this is beyond that. Rahul knows it well & lol at campaigning... BJP folks ki phatt jaati ha whenever Rahul speaks... They take him extremely seriously as much as u never want to admit. Link to comment Share on other sites More sharing options...
coffee_rules Posted February 7, 2023 Share Posted February 7, 2023 9 minutes ago, Lone Wolf said: Yep Modi wave is in decline.. He has gone old & senile. He will win 2024 but this is beyond that. Rahul knows it well & lol at campaigning... BJP folks ki phatt jaati ha whenever Rahul speaks... They take him extremely seriously as much as u never want to admit. Yes, Congress has proved that it is the only alternative to BJP and for BJP the only serious opposition, seeing them in states they compete. Congress is winning only in states where he doesn’t campaign. Hence , the constant reaction to RaGa’s inane uttering. Link to comment Share on other sites More sharing options...
Lone Wolf Posted February 7, 2023 Share Posted February 7, 2023 33 minutes ago, coffee_rules said: Yes, Congress has proved that it is the only alternative to BJP and for BJP the only serious opposition, seeing them in states they compete. Congress is winning only in states where he doesn’t campaign. Hence , the constant reaction to RaGa’s inane uttering. What's insane about it?? Only thing insane is Modi Saheb inviting ISI agents at Pathankot & his science & reality bending radar cloud theory. He got lucky opposition didn't cash on his self inflicted goals.... But that's on opposition. His IQ is roughly as same as Rahul. coffee_rules 1 Link to comment Share on other sites More sharing options...
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