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Posted
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.

 

 

 

 

 

 

 

 

 

 

Posted
1 hour ago, velu said:

you guys fighting about adani , meanwhile adani started pumping his stocks again :hahaha: @Khota @Under_Score :hehe:

 

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 ?

Posted
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

Posted

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.

Posted
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?

Posted
6 hours ago, velu said:

you guys fighting about adani , meanwhile adani started pumping his stocks again :hahaha: @Khota @Under_Score :hehe:

 

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.

Posted
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

Posted
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.

Posted
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? 

Posted
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. 

 

 

Posted
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. 

Posted
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. 

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