VIP Industries – Packed off by the Rupee

While domestic consumption oriented stocks have generally been having a party of their own in the past 2-3 years, one tribe member they clearly forgot to invite is VIP Industries, the largest seller of branded luggage in the country.

Polaris – A good value punt?

We think Polaris Financial Technology Limited is a good punt in the (oft misused) context of value investing.

A swan or an Ugly Duckling ??

In Feb 2012, the promoters of Numeric Power (now Swelect Energy Systems) chose to sell its core UPS business (roughly 90% of revenues and profits) to Legrand for ~ 825 cr through a slump sale.

Please mind the Gap

First up a disclosure – This post is about a company whose business falls way outside our circle of competence (its more like a dot of competence J in our case). However, we are still inclined to stick our neck out because Mr. Market’s behavior (or rather the lack of it) has surprised us. Your views are sought to lend greater clarity to our thoughts.