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 The Equity Desk Forum :Market Strategies :Fundamental
Message Icon Topic: Is Educomp a bubble? Post Reply Post New Topic
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deveshkayal
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Quote deveshkayal Replybullet Posted: 05/Feb/2009 at 8:21pm
Lets see who is proved right one year down the line.

Shankar Sharma or analysts from CLSA, ML, SSKI-IDFC, I-Sec, Noble and my brother who all are bullish !!
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 05/Feb/2009 at 8:24pm

....

business model is “unique”…and in fact, we have almost never come across anything like it before. It is a curious mix of a hardware leasing business, coupled with on-site education, all of which combine to make a business that has never ever earned a buck of cash flow ever in its entire life, and by the looks of it, never will, if the model remains the same....

In school we were taught, "never say "never""!





Edited by Hitesh Shah - 05/Feb/2009 at 8:27pm
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Circuit
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Quote Circuit Replybullet Posted: 05/Feb/2009 at 8:34pm
Originally posted by deveshkayal

Lets see who is proved right one year down the line.

Shankar Sharma or analysts from CLSA, ML, SSKI-IDFC, I-Sec, Noble and my brother who all are bullish !!
 
If CLSA & ML were bullish, Why did they sell after publishing BUY call on Educomp. Ouch
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basant
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Quote basant Replybullet Posted: 06/Feb/2009 at 4:50pm
The biggest bear of this bear run says that Educomp could slide down to the lowest possible 3 digit number or maybe to two digits also.
 
Surely there is a bear cartel at play and there were bears shorting ACC in 1992 and HFCL in 2000 so nothing wrong with that.
 
This has been derived from the market grapvine so for the moment just look at it as a market talk.
 
 
 
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experteye
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Quote experteye Replybullet Posted: 08/Feb/2009 at 4:12pm
Basant ji, Beelkool yehi baat ho rahi hai.
more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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basant
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Quote basant Replybullet Posted: 26/Feb/2009 at 2:53pm

I do not know why Shantanu Prakash keeps cribbing over the alleged "bear hammering" his job is to run the company and show results. I saw him on NDTV Profit arguing how tye bears have hit his stock and how it should be taken off the futures list!!!

If you are reading this Mr. Shantanu just stop looking at the ticker and run the company well. Everything else will be taken care of by itself. Also if you spend so much time with the media how would you be able to take out time for general corporate matters!
 
This arguments goes to DLF and ICICI also. See AXIS Bank is also down some 75% and so are a host of other companies but no one is complaining because at the end of the day it is the earnings that matter and nothing else.
 
 


Edited by basant - 26/Feb/2009 at 2:55pm
'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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furkanalam
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Quote furkanalam Replybullet Posted: 26/Feb/2009 at 3:01pm
I think that the management should speak out and clarify doubts raised on his company....
 
Shantanu is reacting only after there were certain rumours about his company....there is nothing wrong in that.....
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India_Bull
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Quote India_Bull Replybullet Posted: 26/Feb/2009 at 4:17pm
Bought some Educomp today. The business model is as solid as before , only truth should come out asap about the mgmt etc... but it's the risk worth taking .
India_Bull forever Bull !
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