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Portfolio Check Up
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Mohan
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Quote Mohan Replybullet Posted: 01/Sep/2009 at 12:26pm
What's your expectations from Fame ?  ( No Pun intended Tongue  )
Be fearful when others are greedy and be greedy when others are fearful.
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smartcat
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Quote smartcat Replybullet Posted: 01/Sep/2009 at 12:34pm

Rs. 500 cr market cap - although no stock has ever met my expectations. Unhappy

Anyway, I don't think multiplexes can become bigger than that, when there are so many players.
 
Real estate rentals eat up 20% of multiplex revenues - that's a big negative. Any idea what's the rentals expenses for companies like Shopper's stop/Pantaloon?
 
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basant
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Quote basant Replybullet Posted: 01/Sep/2009 at 1:07pm
It is around 5%-7% plus for mulltiplexes you need to customize the place!
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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smartcat
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Quote smartcat Replybullet Posted: 01/Sep/2009 at 1:12pm
Customization is a one-time expense though. The Vicco Vajradanthi ads before a movie starts should take care of these one-time expenses.
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tigershark
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Quote tigershark Replybullet Posted: 01/Sep/2009 at 3:11pm
vicco vajradanthi ads is the only reason why i do not visit multiplexesBig%20smile
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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kulman
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Quote kulman Replybullet Posted: 02/Sep/2009 at 1:48pm
Originally posted by smartcat

 I've decided to let "Chameli" go - and am looking forward to meeting "Bebo


Which one? S U V?


Edited by kulman - 02/Sep/2009 at 1:48pm
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basant
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Quote basant Replybullet Posted: 02/Sep/2009 at 2:07pm
WHat is the salvage value?
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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smartcat
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Quote smartcat Replybullet Posted: 02/Sep/2009 at 3:43pm

Chameli was a high maintenance pub going party girl - ideal for my bachelor life. But now I want a traditional one (diesel, and not a SUV).

 
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