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An online diary of my investment philosophy based on the teachings of Warren Buffett, Ben Graham, Phil Fisher and other value investors. I post my thoughts and analysis of various companies and industries. In addition I post on potential arbitrage opportunities too. |
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Analysis - Tata sponge ltdNov 27, 2009
About
Tata sponge ltd is a 676 cr sponge iron manufacturer with an annual capacity of 3.42 Lac MT. The company uses iron ore and coal as the raw material, which is used to produce sponge iron. Sponge iron is an important raw material for the...
What's on my mind – Nov 09Nov 19, 2009
I am planning to start a new monthly post with the topic – what's on my mind. It's more likely to be a brain dump of my thoughts – more for myself – to check back in future as to what I was thinking (or smoking J ) at a particular point of time....
Comments and reply to my options postNov 13, 2009
Aniruddha brought up a very good point in the comments and as a result, I decided to add it to the post as it captures the issue for a long term investor. My response follows the comment
Hi Rohit,
i also tried with options while ago. I realized that,...
Moving to the dark side – bought optionsNov 10, 2009
Note : The position discussed in the post was closed sometime back and I do not currently hold any open positions in the instruments discussed in the post
I have a confession to make – I have moved to the dark side, figuratively speaking J. I have...
Competitive analysis of IT companiesNov 2, 2009
Warning: A long post on the competitive analysis of IT companies (low in entertainment value :) ). 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...
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