Archive for 'Investing Philosophy'

The Double-Trouble with Market Timing

The Double-Trouble with Market Timing

Posted on 16. Jan, 2012 by .

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It is difficult enough to be right about timing the market once that the thought of being right about timing the market twice in a short span seems like a herculean task. Consider this — if you would have sold all your stock holdings in mid 2008 and bought them back in March 2009, not […]

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Opportunistic Buying in Volatile Markets

Posted on 31. Dec, 2011 by .

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The market closing on the last trading day of 2011 turned out to be a nail-biter. S&P 500 closed at 1257.60, that is 0.04 less that closing of last trading day on 2010. No, that is not a typo or percentage. S&P 500 actually closed 0.04 points away from the closing of last year ! […]

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LMIJ #3: Starbucks (SBUX): Investing in Lifestyle Brands

LMIJ #3: Starbucks (SBUX): Investing in Lifestyle Brands

Posted on 09. Dec, 2011 by .

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This is my third post in the Lessons from My Investing Journey (LMIJ) series. Here is the link to the previous posts in the series. This is a story of one of my favorite long-term investments in lifestyle brands category. Premium Lifestyle Brand with an Addictive Product I have been an avid drinker of Starbucks (SBUX) coffee for almost […]

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Technology Companies: The Widening Spectrum

Technology Companies: The Widening Spectrum

Posted on 14. Nov, 2011 by .

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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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“Sprinkle Cupcake”: My Portfolio Strategy

“Sprinkle Cupcake”: My Portfolio Strategy

Posted on 16. Oct, 2011 by .

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I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]

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