000-tobecategorised
https://www.youtube.com/watch?v=QURrVv6r0sc NYU Prof Aswath Damodaran’s Addresses Questions on Hindenburg Report & His Valuation of Adani Shares Doubling of share values was more because F investors, lazy bet on infrastructure.. Fundamantals not a big issue, but momentum..
Why does Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business and a world renowned expert on Corporate Finance and Equity Valuation, disagree with the Hindenburg claim Adani is “the biggest con” in history? How serious are his doubts about Hindenburg’s allegations of stock price manipulation and earnings manipulation? Why is he unimpressed by what he calls Hindenburg’s “shock-and-awe” approach of throwing up, perhaps, hundreds of accusations? Why does he believe the true value of an Adani Enterprise share is Rs. 945? Finally, does he fear there could be more Adani-like incidents waiting to happen?
Hidenberg was more about the debt. Playing with earning?
Being overlevered is not an con game , but a risk and that is a businness argument.. ..
why were not the Indian critiques not been given platforms earlier. investor dont want to face the truth about the weakness of the Indian stories.. Many companies have the same features...The critique is more political than a critque of the company...
https://aswathdamodaran.blogspot.com/2023/02/control-and-complexity-deconstructing.html Control, Complexity and Politics: Deconstructing the Adani Affair!
https://www.youtube.com/watch?v=oVGJeBe_xGA The India Rising Story hit a road block last week, when Hindenburg Research, a short seller, labeled the Adani Group, one of India's largest, fastest-rising and most politically connected family groups, as the "largest con" in corporate history. I have no financial or emotional investment in the Adani Group, and in this session, I start by providing a short history of how a obscure, regional family group company became one of India's largest family group companies, commanding a market capitalization in excess of $200 billion at the start of 2022. I trace its growth in revenues from infrastructure businesses, accompanies by slim profits, huge investments and lots of debt. I try to consolidate the Hindenburg critique of the company into three groupings - that it is committing accounting fraud, that it is manipulating stock prices and that Indian institutions (banks, regulators, LIC) are staying on the sidelines. Rather than call it a "big con", I am inclined to believe that this is a company that is exploiting the seams and weaknesses in the India story, from the obsessive focus on control in many of its family groups to the inertia and indifferences at institutions to misplaced priorities at regulators to the dominance of bullish momentum-based trading in markets. I close with a valuation of Adani Enterprises, the Group's holding company, and find it over valued, even after the mark down in prices last week.
https://www.youtube.com/watch?v=bHirUDc3PJs Raising the issues of Adivasis of Jharkand.. and attempts of Centre to block certain developmental and reservation of Adivasis..
Mica poisoning...as a result of mico mining...
अडानी का सबसे पहले भांडा फोड़ने वाले पत्रकार | Paranjoy Guha Thakurta https://www.youtube.com/watch?v=276SDqoi62k
https://www.youtube.com/watch?v=8ctguXpqB8M
- Kissan Panchayat - Dr Sunilam report
- Mounting Majoritarianism and Political Polarization in India
- The Adani Saga: A friend in need
- Mining Backdoor Policy
- Palghar Women
- No ‘Cow Hug Day’ on February 14
- A new Rahul Gandhi, an old Congress
- The Curious Case of the Democratic Party of India
- ‘Be crucial vote bank to save Sanatan Dharma’
- Bhagwat’s New Spin on Caste Will Not Stem the Rebellion Against Texts That Insult the Shudras