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
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