Financial Opportunities Forum (October 14, 2011): Mehul Zatakia talks about the link between Aristotle and Value Investing & Rajeev Thakkar elaborates on Mahindra Holidays & Resorts (India) Limited.
For More videos Click here.
PPFAS Blog
Financial Opportunities Forum (October 14, 2011): Mehul Zatakia talks about the link between Aristotle and Value Investing & Rajeev Thakkar elaborates on Mahindra Holidays & Resorts (India) Limited.
For More videos Click here.
Dear Sirs,
Nice presentation about aristotle philosophy and share market. Looking forward for more such presentations. I am a beginner to investing and learning more from your blogs.
I am looking to buy Mahindra holidays right from the IPO times, but considered the valuations high [I did look at the PE ratio then, thanks to the presentation, will start looking at the market cap] and didnt buy it.
Would current time be a good point for entry, to start accumulating over a period of time?
Thanks
Rishi
Excellent presentation which explains the business model of Time sharing companies and hotels very clearly. Information that Mahindra recognizes 60% of the membership fees in year 1 as revenue and 40% sits in the balance sheet as liability as advances was quite interesting and explains why PE or PB is not a correct metric to value this company.
Looking forward for many more such interesting videos. Thanks
After describing how MHRL takes money from clients, exploiting them, I don’t know why one would buy this company. I don’t like Mahindra Holidays due to the way they force the clients…