tag:blogger.com,1999:blog-4085735975350567264.post226126093905109329..comments2023-07-22T14:09:25.726+05:30Comments on Sandy's place: Value InvestingSandeshhttp://www.blogger.com/profile/15100675915376841803noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-4085735975350567264.post-7049808977710113142010-11-13T13:09:59.437+05:302010-11-13T13:09:59.437+05:30currently, I am accumlating hb portfolio Ltd.It is...currently, I am accumlating hb portfolio Ltd.It is compelling value buy at current level.company has total investment Stock(185) + MF(10 ) + Unquoted(39) = 234 crores. and company is also having Net Current Asset around 47 crores (including 14cr cash) on consolidated balance sheet . So on market cap of 60, we are getting company ,which has investment 234 + Net Current Asset 47 = 271 crores and fixed asset extra.<br /><br /> I had viewed analysis of this stock from blog http://value2wealth.blogspot.comVikas Modihttps://www.blogger.com/profile/03560433279661829584noreply@blogger.com