Very impressed. You could not have brought the difference between the Tatas and Adani. I liked you simple and elegant description and the understated recommendations. It is a popular adage, buy a Tata company any time at any price, and if you hold it for a reasonably fair period you will be rewarded. When the share holders are rewarded the company prospers and when both prosper and the customer us happy you cannot have better sattava.
Very detailed article. Kindly guide me on how to find such details like partnership with bhutan, privatisation of delhi, odisha etc.. are they mentioned in annual report? Do we have another source?
Nice article . But you are wrong on one count . I don’t think Adani’s fortunes are that susceptible to regime change . All parties make the same kind of noises about Politico-Business that Congress is doing right now and then everything is hunky dory if they come to power .
Its very subjective. Had Adani's fortunes not that susceptible as you are mentioning, they wouldn't had fallen the most on 4th June 2024 - Single day fall at market closing: Adani Ports & SEZ (-21.40%), Adani Energy Solutions (-20%), Adani Enterprises (-19.07), Adani Green Energy (-19.43%)
They have . But not because opposition came to power . The argument I am making is that opposition would do everything and anything to hurt ruling establishment . If taking Adani’s name 1000 times a day attains that , then so be it . But when they come to power it’s not like they are going to go on a total witch hunt for the same corporate .
Everyone in this game of power and money understands his place and why someone is acting the way they do while in opposition .
Great article! Again, highlights how important it is to have a solid leader at the top. Just curious — what’s the general payback periods for hydro power projects?
Very impressed. You could not have brought the difference between the Tatas and Adani. I liked you simple and elegant description and the understated recommendations. It is a popular adage, buy a Tata company any time at any price, and if you hold it for a reasonably fair period you will be rewarded. When the share holders are rewarded the company prospers and when both prosper and the customer us happy you cannot have better sattava.
Very detailed article. Kindly guide me on how to find such details like partnership with bhutan, privatisation of delhi, odisha etc.. are they mentioned in annual report? Do we have another source?
Nice article . But you are wrong on one count . I don’t think Adani’s fortunes are that susceptible to regime change . All parties make the same kind of noises about Politico-Business that Congress is doing right now and then everything is hunky dory if they come to power .
Its very subjective. Had Adani's fortunes not that susceptible as you are mentioning, they wouldn't had fallen the most on 4th June 2024 - Single day fall at market closing: Adani Ports & SEZ (-21.40%), Adani Energy Solutions (-20%), Adani Enterprises (-19.07), Adani Green Energy (-19.43%)
They have . But not because opposition came to power . The argument I am making is that opposition would do everything and anything to hurt ruling establishment . If taking Adani’s name 1000 times a day attains that , then so be it . But when they come to power it’s not like they are going to go on a total witch hunt for the same corporate .
Everyone in this game of power and money understands his place and why someone is acting the way they do while in opposition .
Great article! Again, highlights how important it is to have a solid leader at the top. Just curious — what’s the general payback periods for hydro power projects?
I think it can be in 10-20 year range generally but can significantly vary project to project/