Category: Uncategorized
A simple idea
April 6th, 2010, 4 Comments
Let’s start with a premise. Let’s say you believe as I do, that India and its economy is likely to do well for the next 10-15 years. I think it would be safe to assume that the Indian economy would grow between 5-6% for the next 10-12 years. If you agree with the above point, [...]
Clarifications on previous post
January 28th, 2010, Comments Off
The special situation discussed in the previous post was a delisting announcement by Elantas beck. The plan was to benefit from the price appreciation between the deal announcement and the actual delisting. A few Comments and some emails on the previous post made me realize that understanding delisting norms is really not everyone’s idea of [...]
An arbitrage case study : Elantas beck
January 22nd, 2010, No Comments
I have been working on some arbitrage ideas with my good friends ninad kunder and arpit ranka. Both are extremely smart investors and blog here and here. Ninad occasionally blogs about some of his arbitrage ideas on his blog and I would recommend following his posts on such ideas. Following are my personal notes on [...]
Wishes for the new year
December 31st, 2009, 2 Comments
A happy new year to all the readers and thank you for reading and visiting my blog.
Annual portfolio review – 2009
December 27th, 2009, 6 Comments
I usually review my portfolio towards the end of the year and try to figure out what went right and where I goofed up. I disclosed my portfolio last year and the portfolio has remained more or less the same since then. I sold off some small positions such as India nippon, manugraph etc and [...]
Competitive analysis of IT companies
November 2nd, 2009, 2 Comments
Warning: A long post on the competitive analysis of IT companies (low in entertainment value J ). So please get a cup of coffee or tea before you continue further I recently received a comment from madhav The question I have on outsourcing kind of IT companies like NIIT, Infosys, TCS etc is, “where is [...]
