Tag Archives: GOOG
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 […]
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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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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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Three Dimensions of Valuation
Posted on 30. Oct, 2010 by TheFreeInvestor.
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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