Ashish Dhawan of Chrys Capital
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Our stocks. Buy hold or sell - The help ourselves Board
Forum Discription: What do we do with our stock portfolio.Ask any member and for a short opinion.If you know something about a particular stock do tell the forum.These will later be put in as seperate topics
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2537
Printed Date: 24/Jun/2024 at 6:01pm
Topic: Ashish Dhawan of Chrys Capital
Posted By: Hitesh Shah
Subject: Ashish Dhawan of Chrys Capital
Date Posted: 25/Nov/2009 at 6:18pm
http://www.chryscapital.com/team.aspx - ChrysCapitalAshish Dhawan, Senior Managing Director. Mr. Dhawan co-founded ChrysCapital Investment Advisors in April 1999 and previously invested proprietary capital in ...www.chryscapital.com/team.aspx The wonder of Google  |
Replies:
Posted By: subu76
Date Posted: 25/Nov/2009 at 7:44pm
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Yeah this is the guy....
One day i found out that he has a big stake in my favorite (dud) company Allsec....... Then i checked up and found he also has a big stake in another of my duds...JB Pharma ..... Greenply was one of his other companies...Naturally i's very interested in Greenply also....while it looked promising the debt was a factor
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Posted By: Mohan
Date Posted: 25/Nov/2009 at 10:54am
Whats his track record like ? Any idea ------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: basant
Date Posted: 25/Nov/2009 at 11:03am
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His stock picks should indicate that! http://www.chryscapital.com/portfoliodetail.aspx?id=1 ------------- '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 |
Posted By: Hitesh Shah
Date Posted: 25/Nov/2009 at 11:09am
Basantji, the link is showing Centurion Bank of Punjab. So it doesn't seem updated for a while? ------------- |
Posted By: basant
Date Posted: 25/Nov/2009 at 11:59am
But you can always get a broad thought of his mind by looking at his picks! ------------- '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 |
Posted By: praveen
Date Posted: 26/Nov/2009 at 2:28pm
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Interesting Pick : This company has been in limelight this year.
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http://www.mankindpharma.com/">
Mankind Pharma is the fastest growing domestic formulations company, with revenue CAGR of 60% over the last four years. The Company is the 14th largest manufacturer in the domestic market with a portfolio of more than 210 brands. Seven of the Company’s brands have a market leadership position while eight other brands are at the second rank. Mankind Pharma grew in revenues from $46 million in FY 2005 to $117 million in FY 2007. -------------------------
Visit to the http://www.mankindpharma.com/aboutus.php - http://www.mankindpharma.com/aboutus.php shows that they have done revenues of $200 Million for FY-09 ------------- The quest for knowledge is a never ending Journey |
Posted By: Hitesh Shah
Date Posted: 26/Nov/2009 at 2:47pm
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Agreed. It's almost as if this pharma company has hired a PR firm over the last few weeks.
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Posted By: subu76
Date Posted: 26/Nov/2009 at 8:51pm
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These guys also entered STFC early.
Both Ashish Dhawan personally and Chrys Cap took a huuuugeee beating in Allsec. they have averaged down a bit i think
He himself has a big personal stake in a listed dot com.
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Posted By: Vivek Sukhani
Date Posted: 26/Nov/2009 at 8:09am
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Is he also a director in Suzlon?????
While we recognise the investing acumen of any individual, by looking at how his picks have done, we tend to ignore the role of liquidity. Big ticket investors can very easily cause a jack up in the price of the stocks they pick up thanks to their financial might. Thats when they become "operators" from investors......and as all literature on investments would tell you, its better to stay away from "operated" stocks, we should also not place too much trust on others' acumen beyond a point.
I have no clue about Mr. Dhawan's stock picking skills. He may be a wonderful investor, I dont know......but we have to be a bit cautious while we ape him. ------------- Jai Guru!!! |
Posted By: hit2710
Date Posted: 26/Nov/2009 at 9:25am
Mankind has given a lot of trouble to established players by offering medicines at very cheap rates as compared to other brands. They have a very good sales force and coupled with competetive pricing, is a very fast growing company. Only problem is about the margins they might be making by selling drugs at such prices. ------------- Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart. |
Posted By: subu76
Date Posted: 27/Nov/2009 at 9:23pm
Hi Vivek,
Yes this guy is one of the independent directors of Suzlon....i think they had pretty good timing with Suzlon....
He seems to bet on a bunch of relatively obscure companies which he thinks could grow big in future or could become market favourities........a lot like RJ.
The value of following their stock selection is a lot like reading a "10 Small Promising companies" article...
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Posted By: deveshkayal
Date Posted: 29/Nov/2009 at 4:06pm
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I think he is a big fan of IT stocks. ------------- "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 |
Posted By: subu76
Date Posted: 03/Dec/2009 at 12:30pm
Looks like this company is preparing for an IPO.
I have recently heard about this company from multiple sources....they seem to be creating a buzz in popular media
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