Archive for 'General'
Technology Companies: The Widening Spectrum
Posted on 14. Nov, 2011 by TheFreeInvestor.
Technology companies have come a long way from the early fast-growers in 70s and 80s to a wide spectrum of companies with varying characteristics and across all the phases of business cycle. A case in point is the recent disclosure by Warren Buffett that Berkshire Hathaway bought a significant position in IBM (IBM) and a […]
Continue Reading
LMIJ #2: First Marblehead (FMD): Blinded by Macro
Posted on 18. Sep, 2011 by TheFreeInvestor.
This is my second post in the Lessons from My Investing Journey (LMIJ) series. Here is the link to the first post in the series. As promised in my first post, this is a story of one of my investment failures. Interesting Stock in a Unique Industry I started investing in First Marblehead (FMD) from early […]
Continue Reading
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 […]
Continue Reading
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 […]
Continue Reading
Investing in Early Stage Businesses
Posted on 29. Jun, 2011 by TheFreeInvestor.
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 […]
Continue Reading
Stay Connected
