Archive for 'Industry Trend'
Technology Companies: The Widening Spectrum
Posted on 14. Nov, 2011 by TheFreeInvestor.
Technology companies have come a long way from the early fast-growers in 70s and 80s to a wide spectrum of companies with varying characteristics and across all the phases of business cycle. A case in point is the recent disclosure by Warren Buffett that Berkshire Hathaway bought a significant position in IBM (IBM) and a […]
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Role of Macro Factors in Investing Decision
Posted on 05. Mar, 2011 by TheFreeInvestor.
Readers of my blog might already know that I am a longterm investor and view my investments as “ownership” of a firm rather than a short term “trade” view (mostly). For most individual investors, I believe, an ownership approach has the best chance to create long term wealth. In that context, the question is how […]
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Trend Analysis: Digital Entertainment Companies
Posted on 14. Nov, 2010 by TheFreeInvestor.
Last week I wrote a detailed post on my thoughts on the exciting world of digital entertainment. Today, I am going to highlight few of the interesting companies in each of the areas I have highlighted in the previous post. Of course, it is not an exhaustive list. The companies listed here are just the […]
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Trend Analysis: The Exciting World of Digital Entertainment
Posted on 07. Nov, 2010 by TheFreeInvestor.
When one of the Motley Fool newsletters (disclosure: I am a subscriber) wrote an one pager overview about the digital entertainment industry, I thought I might as well give some more thought to this trend and come up with a longer write up about the digital entertainment industry. Putting the industry and trend dynamics in […]
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