Tag Archives: NUAN
Activities: Recent Stock Buys and Sells
Posted on 03. Dec, 2011 by TheFreeInvestor.
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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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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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 […]
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