Saturday, November 24, 2012

Taking Stock so far

In the previous posts, we had looked at the Vodafone Investment, Abbott Labs deals and payments and the DRG acquisition.

These three represent about 90% of the enterprise value for the firm. The calculation was done very conservatively, and we think the returns from these look to be credible.

We have still not looked into the CRAMS, OTC and the critical care business or the remaining portion of the healthcare segment. Also, we will look into the PHL acquisition and the NBFC and India REIT acquisition as well. On top of that, you get the management of Ajay Piramal.

More to follow.

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