Should You Love Your Investments?

Should You Love Your Investments?

Posted on 06. Dec, 2010 by .

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Often we hear from investment professionals that we should be emotionally detached from our investments. If you are a short term investor or a day trader, I guess, that principle makes sense. Though I understand the  point that emotional attachment leads to irrational decisions (or delayed decisions),  I have a different take on the subject. I […]

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DLB: Profit from Digital Entertainment Trend

DLB: Profit from Digital Entertainment Trend

Posted on 21. Nov, 2010 by .

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I wrote a detailed overview of the trends in the digital entertainment industry in a previous post. In this context, there is a growing trend towards consumption of more and more rich content at home as well as on portable devices. Dolby Laboratories (DLB) is one of the audio entertainment pioneers that are poised to significantly […]

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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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Three Dimensions of Valuation

Three Dimensions of Valuation

Posted on 30. Oct, 2010 by .

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In the last two posts, I covered two aspects of investing – quality of business and quality of management of the firm.  This post is devoted to the third and final aspect – financials and valuation. Valuation can be a fun exercise to do. But, due to the mathematical nature of the exercise, too much reliance on […]

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