Archive for 'Stock Analysis'

Activities: Recent Stock Buys and Sells

Activities: Recent Stock Buys and Sells

Posted on 03. Dec, 2011 by .

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In past three months, as the market bounced around violently in lock step with the news from Europe, I bought / added to few of my positions and liquidated some of the residual holding where my investment thesis didn’t play out for years. The only new name in my portfolio is Mako Surgical (MAKO). The […]

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Activities: Recent Stock Buys

Activities: Recent Stock Buys

Posted on 24. Aug, 2011 by .

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I have been continuing to buy small positions as my favorite watchlist stocks get hammered in these volatile markets. I don’t know what will happen with these stocks in coming days or months. But, I am buying these stocks with the intention to hold it for a long time. So, I am going to measure […]

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Time to Panic or Buying Opportunity ?

Time to Panic or Buying Opportunity ?

Posted on 07. Aug, 2011 by .

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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 […]

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Google vs Apple

Google vs Apple

Posted on 31. Jul, 2011 by .

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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)

Investment Thesis: Country Style Cooking (CCSC)

Posted on 19. Jul, 2011 by .

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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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