Tag Archives: AAPL
“Sprinkle Cupcake”: My Portfolio Strategy
Posted on 16. Oct, 2011 by TheFreeInvestor.
I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]
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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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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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When to sell?
Posted on 10. Jan, 2011 by TheFreeInvestor.
As I invest for long run, I had very little realized gain/loss in 2010. So, at the end of the year, I didn’t have to do many tax loss related selling. However, in the new year, I am critically reviewing my holdings to see whether each of my investment thesis are playing out as expected. […]
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Trend Analysis: Digital Entertainment Companies
Posted on 14. Nov, 2010 by TheFreeInvestor.
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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