Interview of a value fund manager who got fired during the dot com bubble Points to the kind of pressures faced by institutional investors

Promoter is the brother in law of Nr Nayan Murthy

Any idea on how to detect bubbles which are forming in a particular sector/stock?

I had the feeling that some sort of bubble was forming in the stock of educomp when it was quoting at around 1000 and was at around 40-50 times discounting, and still people were justifying the price quoting the immense opportunities in the education sector and other positives.

Another bubble which could be in its infancy phase seems to be the power generation stories where almost every steel company wants to generate power and besides these there are huge ipos coming in to tap public money for setting up thousands of megawatts of power capacities. This story has a long way to go before it assumes bubble proportions but has to be kept in mind. The rush of IPOs from such companies reminds me of the rush of IPOs from property/real estate stocks some time back and now very few people want to own real estate stocks which are still way below their all time highs.

Originally posted by hit2710 Another bubble which could be in its infancy phase seems to be the power generation stories where almost every steel company wants to generate power and besides these there are huge ipos coming in to tap public money for setting up thousands of megawatts of power capacities.