RE:Letter to Shareholders outThanks for posting the link - it was very very informative. Must read for any investor.
BIAL , CSB, national collateral, saurahstra freight >51% is ours
Sanmar = 43% just a matter of time before it is ours.( meaning >51)
Fairchem 48.8% again matter of time
NSE and IIFL - both i see unlocking value .....
if i step back and take a look all i see is a diverse portfolio - pretty much a bet on the indian economy - bank, airport, sea freight, chemicals, stock exchange, financial services and of course my favorite national collateral =grains.
if ones Horizon is 15 yrs + this is a steal at these levels.
India elections in april & May with results on May 23rd if i got it correct. we should start moving up after that - in fall.
Good Luck to all !