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Our stocks. Buy hold or sell - The help ourselves Board
The Equity Desk Forum :Market Strategies :Our stocks. Buy hold or sell - The help ourselves Board

Topic: Ashish Dhawan of Chrys Capital

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subu76
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Joined: 25/Feb/2008
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Posted: 26/Nov/2009 at 8:51pm

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.

Edited by subu76 - 26/Nov/2009 at 8:52pm

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Vivek Sukhani
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Joined: 23/Jul/2006
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Posted: 26/Nov/2009 at 8:09am

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!!!

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hit2710
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Joined: 15/Jun/2009
Location: India
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Posts: 4013

Posted: 26/Nov/2009 at 9:25am

Originally posted by praveen

Interesting Pick : This company has been in limelight this year.

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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.

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Visit to the http://www.mankindpharma.com/aboutus.php shows that they have done revenues of $200 Million for FY-09

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.

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subu76
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Joined: 25/Feb/2008
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Posts: 5709

Posted: 27/Nov/2009 at 9:23pm

Originally posted by Vivek Sukhani

Is he also a director in Suzlon?????

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.

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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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903

Posted: 29/Nov/2009 at 4:06pm

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

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subu76
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Joined: 25/Feb/2008
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Posts: 5709

Posted: 03/Dec/2009 at 12:30pm

Originally posted by Hitesh Shah

Agreed. It's almost as if this pharma company has hired a PR firm over the last few weeks.

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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