A New Day has come

The moon shines its beam on this world
searching for its anonymous lover
at the end of the night, there emerges on the horizon
a vision - orange and lustrous
out of this world
lighting up the sky
the blemishes on the moon washed away
Yes, a new day has come

Sex Lies and Valuation II:Bimbiliki Bilabi Maama Biscothu

"Valuation is an art" is the first hint you get that this subject is more like pricing a Van Gogh or any other antique ...

Topic:Valuation and the effects of auction model from a relative valuation perspective-An empirical analysis based on classic asset auction sell strategies under market forces (Please refer post: Sex Lies and Valuation)
The concept of relative valuation is rooted in the belief that market quotes for the same or similar security are the best indicators of the price of an asset.Since this method incorporates market eccentricity, it clearly defines the price the market will be ready to pay for an asset when the buyer wants to exit.
Step 1:
It is important to identify the right peer group whose multiples will serve as a benchmark and the right set of investors from whom to take pricing feedback.
Experiment Name:Oora Therinjukitten
Economists:Pandiarajan and Senthil
Experiment:
Pandiarajan and Senthil on the road.
Senthil: Anne ... ennane yosichindrukeenga? Intha naai pidikkara vandiya vechindu ennane panaporeenga?
Pandiarajan:Namma naatla roadla adhigama irrukarthu erumaiyum varumaiyum. Roatla irrukara pitchakaran/paithiyakaran ellarayum pidingada.Nambakitta super idea irruku.

Step 2:It is important to adjust/dress up the multiples and pricing feedback to remove any inherent bias so that the final price point is made as relevant as possible
Senthil and Pandiarajan collect all the beggars on the street and a training session is in progress:
Pandiarajan (addressing Paithiyam 1): Naan solrapadi sonnathaan teaand biscuit.Nee sollu - Aayiram.
Paithiyam 1: Solla Maaten
Pandiarajan hits him with a stick.
Paithiyam 1:Aayiram
and so on..
At the end of the session :
Paithiyam 1: Aayiram,Paithiyam 2:Rendaayiram,Paithiyam 3:Mooaayiram...

Step 3:
Due diligence
Sufficient due diligence needs to performed by the merchant bankers to check the health of the asset including contingent liabilities/outstanding litigation
The proof of the final price in IPOs is normally arrived at through a book building process.Where the actual quotes are taken and then the institutional investors are asked to cough up 90% of the amount after the price has been decided.
Location:Auction house owned by a Pehalwaan.Pandiarajan is trying to convnce him to buy his rusty old chair claiming it was once used by Queen Elizabeth and sell through his auction house
Pandiarajan and Senthil convince the Pehalwaan auctioneer that the zamindars (Arcot Jameen, Thanjavur Periya Pannai, Mayavaram Jameen to name a few - all beggars) of all the neighbouring zameen have come to bid for the antique chair that Pandiarajan wants to sell through his auction house.The beggars are all attired in rented finery.
Pehalwaan calls his secretary to check if the chair is indeed worth the value Pandiarajan has asked.When the secretary bends to check, Senthil makes a tearing noise and the secretary concerned that her tight skirt is failing her agrees that the chair is indeed of yore
Pehalwaan is now convinced and pays Pandiarajan their ask amount (since the zamindars start their well rehearsed aayiram,randaayiram monologue) and Pandiarajan and Senthil vanish.
Book Building:
Periya Zameendar: Aayiram
Arcot Zameendar:Rendaayiram
Maangaatu Zameen: Moovaayiram
....
.....
.......
.........
Maayavaram Zameen: Pathaayiram

Pehalwaan thrilled that the chair is giving him a 2x return on investment, awards the chair to the Maayavaram Zameen and asks for the payment.
Maayavaram Zameen: bimbiliki bilabi...
All beggars in unison: maama biscothu!!!!!!!!!

Of course Pandiarajan and Senthil have vanished after a successful valuation/placement exercise
Apologies to all those who do not relate to the comedy clip/people who know the clip too well to notice the minor tinkering with the script.Please check youtube.
Next Post:DCF: Aapu lication

Only the good die young

We are born into an organisation,
There is the entry level interview based on your past karma
It could be your C.G.PA, the status of your previous birth (Harvard/Cornell/IIMs)
and when you enter - you cry and you cry... for the first two years atleast
and you are fed biscuits..
and as you grow you develop teeth and a tongue
There are exams,there is a viva voce,you compete,you play mindgames
You join a sect,religion,group,party
You crusade, you convert clients
and you dedicate your flesh and blood to the cause
and along the way, the devas play their own game
of vote out..a la MTV Roadies
Its Judgement Day and its not Jesus at the throne
No wonder Yama visits the pious
and the incompetent are protected by their political shield
by the karma of their sacrifices to the devas
of self respect, pride,will...
Only the good die young
Is it to ensure THE END?
Remove the pious religiously and you will end up with the ignorant kafirs
The devas are the architects of our earths doom

I was blind, now I C

I Ceek Impure Securities

Before injustice knocks on my door,
should i scurry in haste
to propitiate some deva
and extend my stay
or maybe enter samadhi, leave this pigsty
and enter a higher world ?
Alas ! there would be another entry interview
and the akarmic cycle would begin anew
I pray for HIS/HER divine intervention

A(h)m Brahmaasmi

Sivanadiyaan Sivane yan naadhi (destiny/support)
Sivanadiyaan Sivane yan nadhi (river)
Sivanadiyaan Sivane yan naadi (pulse)
Sivanadiyaan Sinam Ariyaan!
Sivanadiyaan Iv Vaan Udayaan!

Gulaal:Not another Review

Here is a story with an identity problem.It doesnt know it is but a story.
Here are the actors who have no clue on their status.They do not portray...they live...
Here is a screenplay/dialogue that does not capture emotion.. It lets the movie free to speak to the audience...
Here is the director who who does not direct..who does not fit events to form a rainbow...

But delivers the splash of orange on a mystic sunset...

Here is a movie that does not deserve a review ... for you dont just view it ... in fact all the audience can do is surrender to Anurag's magic...