Tag Archives: NFLX

Bought Initial Position: Discovery Communications (DISCK)

Bought Initial Position: Discovery Communications (DISCK)

Posted on 23. Jan, 2011 by .

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After cleaning up my portfolio couple of weeks ago, I bought few shares of Discovery Communication Class C shares (DISCK) few days ago. I have been analyzing this company for few weeks now. This investment falls into the same category of Digital Entertainment portfolio that I have been building for sometime. The company has three […]

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When to sell?

When to sell?

Posted on 10. Jan, 2011 by .

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As I invest for long run, I had very little realized gain/loss in 2010. So, at the end of the year, I didn’t have to do many tax loss related selling. However, in the new year, I am critically reviewing my holdings to see whether each of my investment thesis are playing out as expected. […]

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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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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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