MOSI

Our unique model MOSI
Margin Of Safety Investment

We believe that your savings/funds/Investments will be as safe and growing under this umbrella as a child with his MOSI.

The focus is more on safety of money while aiming for superlative gains.

• Takeovers
• IPO
• Arbitrage
• Restructuring
• F&O-Covered calls

1. Takeovers— It is mandatory for an Acquirer to make an Open offer for a minimum of 20% of shares from the public shareholders at price derived as per the SAST. This price is normally higher than the market price and gives good assurance for the price stability. Similarly, in case of delisting or buyback of shares, such guidelines are applicable.
   (http://sebi-takeover.blogspot.com http://takeoverwatchman.blogspot.com )
2. IPOs are a safe mode to enter the equity investment space. Some points to be noted while investing in IPOs are as follows
   • The real cost of an IPO to an investor is much higher than the issue price since allotment is very low.
   • The price band system is loaded against the investors. The issuer can decide the price till the last and can even revise it, but the investors have to take a call 3 weeks in advance of listing.
   • In some of the cases even by Public sector banks, the Public segment was not fully subscribed, yet they allotted the shares at the higher price band.
3. Arbitrage---PAIR TRADING under this segment we remain market neutral. For example we may buy BPCL & sell HPCL. Our net market exposure is NIL. We are only playing for the relative price difference between the 2 scrips. There are many variances of such schemes.
4. Restructuring when a listed company is
   a) Demerging/splitting
   b) Merging with another listed company
5. F&O-Covered calls- when future is trading at a discount or when the downside risk for the price is minimal.