LMIJ #1: Netflix (NFLX): Survival and Success of an One Trick Pony
Posted on 21. Aug, 2011 by TheFreeInvestor.
I am starting this new series of posts, Lessons from My Investing Journey (LMIJ), to share the lessons I learned from the investing mistakes and successes over the years. One of the motivations behind writing this series is that we tend to rationalize in retrospect and give ourselves more credit for than actually due and […]
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Time to Panic or Buying Opportunity ?
Posted on 07. Aug, 2011 by TheFreeInvestor.
Phew… last week was a wild wild week in the market. It started with the debt ceiling drama and ended the week with worst drop since March 2009. The drama didn’t end there… late Friday S&P downgraded US debt for the first time in 70 years. You can read the details on almost every financial […]
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Google vs Apple
Posted on 31. Jul, 2011 by TheFreeInvestor.
Right from the IPO, I have been skeptical of Google’s (GOOG) business prospects. I thought it was an one trick pony. Of course, in hindsight, it hasn’t worked out for me as Google stock price has jumped multifold in these years and I missed out on that. Similarly, till recently, I was not a Apple […]
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Investment Thesis: Country Style Cooking (CCSC)
Posted on 19. Jul, 2011 by TheFreeInvestor.
Last week, I started building my position in Country Style Cooking (CCSC) by buying an initial position. I think, it is a great business that taps into the immense potential of the Chinese market without the concerns that are raised for Chinese Internet stocks – threat of shutdown by government etc. Unlike US restaurants, I […]
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Limitations of Financial Modeling
Posted on 10. Jul, 2011 by TheFreeInvestor.
If you have read any of the research reports from wall street firms, you will notice the use of financial models to estimate value of the firm and the target price for the stock. Financial models make us feel good and gives us the comfort in precise numbers and complex formula. The mathematical nature of financial modeling […]
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