Tag Archives: AMZN

Trend Analysis: Digital Entertainment Companies

Trend Analysis: Digital Entertainment Companies

Posted on 14. Nov, 2010 by .

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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

Trend Analysis: The Exciting World of Digital Entertainment

Posted on 07. Nov, 2010 by .

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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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Three Dimensions of Valuation

Three Dimensions of Valuation

Posted on 30. Oct, 2010 by .

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In the last two posts, I covered two aspects of investing – quality of business and quality of management of the firm.  This post is devoted to the third and final aspect – financials and valuation. Valuation can be a fun exercise to do. But, due to the mathematical nature of the exercise, too much reliance on […]

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Five Ways to Find High Quality Businesses

Five Ways to Find High Quality Businesses

Posted on 17. Oct, 2010 by .

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Before I start talking about specific companies or industries of interest, I want to write about my investment approach and the characteristics that I look for in my investments. Hopefully some of the characteristics will resonate with your investment criteria. First in that list is the quality of the business. I am not looking for […]

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