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General

Short Only Strategy: Status Page

Here’s where you can view the Short Only Strategy (Current). Fundas: Stock, Quantity and Price refer to the net current status – how many of what ...
General

Unitech: Real Estate Slowing Down

From Business Standard: In its balance sheet for the year to March 2008, the Unitech management has sounded a cautionary note. “It is quite clear that after ...
General

ICICI sells off $275m of CDOs

Economic Times has it: Amid a choppy international market, the country’s second-largest bank, ICICI, has pared a slice of its volatile, high-risk ...
General

SOS Trade: Short Unitech

So I’ve come to an understanding that the real estate sector is going to get destroyed. This diwali will be their worst yet, in my opinion. And Unitech ...
Commentary

Nifty options dated 25 Dec 2008?

Why has the NSE created Nifty options for an expiry dated 25 Dec 08? That is Christmas, a holiday! Don’t tell me they didn’t know. October 30 is ...
General

ICICI Again: Loans downgraded, CDS spikes up

More news on ICICI. From ET: Ratings agency ICRA has downgraded ratings assigned to some of the securitised car loan products of ICICI Bank. The ratings have ...
Commentary

Rules for Investing discipline

Many people think that the best way to invest is to fill it, shut it and forget it – and they are reinforced by the dramatic successes of people who ...
Stocks

ICICI EPS down 23%, even Net Profit is down

So with the latest results, ICICI Bank has decided to show us what EPS “degrowth” really means. EPS is now Rs. 6.51 versus Rs. 8.54 a year back. ...
Commentary

What Now?

Time for some rambling. Where are we today? No man’s land In terms of asset allocation we are in no-man’s land. That does not mean that it’s ...
Stocks

SOS Trade: Short ICICI Bank

The Short Only Strategy now begins its virtual life. The first trade is pretty simple. Short ICICI Bank So I’ve decided the Banking sector is weak going ...