Saying Yes

Here is a link on Money Control. This has an interview by Subroto Bagchi with Rana Kapoor, who is Founder, Managing Director & CEO of Yes Bank.

Regards, Rohit

What's Up !!!

Have been very busy, of course, what else but work. Also, the state of stock market does not encourage one to look portfolio or blogs :)

He he. On a serious note. I completed my ITIL Certification recently. Also, took over responsibilities for a large program. So all this hardly leaves any time. Unfortunately, all this took a tall on my health and I am forced to take some rest. Just returned from hospital yesterday. Was down due to fever, weakness, low counts of things like Platelets, WBC etc. God knows what all this means but net net, I am having bed rest. This is for the first time in my life I had to be off this way. So 'must focus on my health now. Before it get's too late.

Couple of weeks before, I had sold off about 30% of my portfolio in key stocks like Yes Bank, IFCI and GMR. Was able to buy back Yes and IFCI at something like 30/40% discount in the recent carnage. Though of course, what I have not sold are substantial quantities and portfolio is in a pretty bad shape. Right from Direct Equity to MF SIPs, all look very sad :)

Not really a big problem at this stage as this was supposed to be a long term investment anyway. What has changed however is this. I took the possession of my house in Mumbai and had to cough up 7% towards service tax and vat as a contingent liability thru Fixed Deposit. I am not prepared for this and my finances have started showing up.

Also, was looking up some interesting rental stream commercial real estate kind of investments. But then could not go further. Just no money dude :)


Regards, Rohit

Yes Bank Q3 Results - Analyst Call Transcript

This is available here in PDF Format. Money Control website normally hosts the playback of the Analyst call. For some reasons, its not working this time, at least right now.

Regards,

Rohit

Discussions on Yes Bank @ The Equity Desk

Hi. I came across this interesting discussions on Yes Bank. Guys are really making very good points. This reminds me of Peter Lynch's theory that normal human beings using 3-4% of their intelligence can beat Wall street experts! The comments are available here

Yes Bank : Analyst Conference Call

Here is the link for Yes Bank's Analyst Conference call for their Quarterly 1 (2007-08) results. This is hosted on Indiaearnings.com.