Category: From other blogs
A deep value stock
November 6th, 2007, 9 Comments
Prof bakshi had posted a quiz to his students. You can find the answer to his question in the comments section. I have posted on the same company earlier. In addition you may find my response in the comments section too. There are several other answers from others in the comments section such as VST, [...]
The mirage of holding companies
December 11th, 2006, 1 Comment
I found these two investment ideas on the blog ‘Indian equity guru’.http://equityguru.blogspot.com/2006/12/stock-idea-srf-polymers.html http://equityguru.blogspot.com/2006/11/stock-idea-maharastra-scooters.html Both the ideas are of holding companies. For ex: SRF polmers has a substaintial holdings of SRF. As a result if you add the value of the business to the value of holdings, the company is selling at a substantial discount to [...]
Competition
August 15th, 2005, No Comments
Found this posting Victor Niederhoffer’s blog on competition. I agree competition is good for society / consumer , but bad for an investor. I would prefer a company which is close to a unregulated monopoly ( a toll bridge as buffett says )Competition, by Victor Niederhoffer:Competition in its many aspects — markets, trees, companies, old [...]
Blog on creative destruction
March 31st, 2005, 3 Comments
came across a new blog on creative destruction . It is about new technology changes happening. will be interesting to follow this blog as technology has a major impact on industries and hence is critical for an investor to understand what changes are happening and how will it impact his investment.
