Archive for June, 2011

Investing in Early Stage Businesses

Investing in Early Stage Businesses

Posted on 29. Jun, 2011 by .

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As I mentioned in my post about high quality business, I am a fan of technology enabled disruptive businesses, especially in their early stages when the company is growing rapidly. Of course, early stage companies are riskier than mature companies. So, we need to keep the portfolio allocation at a level that is commensurate with our […]

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Activities: Recent Stock Buys and Sells

Activities: Recent Stock Buys and Sells

Posted on 18. Jun, 2011 by .

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It’s good to be back ! I was out for few weeks of vacation and other engagements. Now, back to blogging again. To better track my successes and mistakes, I added the closed/sold position to the portfolio page. Here is a quick update about recent activities in my portfolio. Bought Aeropostale (ARO): My record with […]

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