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Ramesh Damani : Valuation

Ramesh Damani : interview at benett university.
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Enterprise Value = mcap + debt

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liquor was cheap in 2003  .. 100MN USD for 1BN people.

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defence sector - PSU. Pvt sector will open up (sea, road, railway etc)
gaming sector - bullish ... casino gambling ... lot of neighboring countries have it.
 india doesn't have it ... it will open up ... casino space will open up.
  ** Delta Corp

QSR theme - looks interesting ... as more women work outside ... when they go out to eat ...
they want ac and hygienic ...
pizza and burgers - popular among you ... will play a role.
 ** Jubiliant Foods
 ** Westlife DEvelopment

Organized retail sector -  opportunities

aviation - warren buffett
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how do you beocme millionaire ? earn 1 BN$ and buy an airline stock.

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small cap .. large cap ... doesn't matter...

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uday kotak - some promotoers have fudged .... risky balance sheet.

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review balance sheet.

sales - increased 30% .... only receivables increased.

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check things like.

does he pay dividends?
does he pay taxes?

5 year track record
10 year track record
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analyst - forensic audit ... accounting works.

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most large cap ... valuations have run high.



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After his interview ... needs to analyze hdfc bank,  asian panints and HUL

Udaipur trip

Day 1 :

Today is first day of navratri.

First visited karani mata temple through ropeway car. Heard aarti...It can put anybody in meditative state by sound...Recorded the sound of aarti...

Boat ride at lake pichola.

Camel ride at lake puchola.

Visited city palace.

Visited jagdish temple. Heard ladies singing bhajan....Mira bani re joganiya..apne piya ki Mira bani re...

https://www.bhajandiary.com/apne-piya-ki-meera-bani-re-joganiya-lyrics/

Came across roadshow of Sindhi's ... Nice song also... Aaya jhulelal aaya...

Went to Baghore ki Haweli in evening for dance show called Dharohar of 1 hour from 7 pm to 8 pm... Thoroughly enjoyed the show...

Recorded several songs...

Day 2 :

Visited sukhadiya circle in morning. Has place for kids play and small boats for boating.

It is better to visit this place in evening.

Visited saheliyon ki badi..Small garden.

Went to moti magari near fateh sagar palace for museum on Maharana pratap.

After that visited fish aquarium ... Decent place with fish spa.

After that visited lok kala mandal..Has a place for puppet show...Better to visit in evening when it has folk dance program.

Had food at rajwadi thal...Decent just like rajdhani ...