Archive for July, 2011
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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Review: First Half of 2011
Posted on 06. Jul, 2011 by TheFreeInvestor.
First half of 2011 ended in green for my portfolio. Period return for my portfolio was approximately 11% vs 5% S&P 500 return for the first half of the year. Of course, I am more interested in the long term return as I am not planning to liquidate the portfolio any time soon. Over long […]
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