Monthly Archives: November 2009

A stark warning from Dubai

Source: Mint Dubai’s problems stem from the surreal happenings in real estate there, with the place being home to the world’s tallest tower and the biggest man-made islands. The shock waves emanating from Dubai World’s attempt to reschedule its debt … Continue reading

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Valuing a Stock with the DCF Method

Source: Old School Value You may have found a great company that you feel has outstanding potential but always end up getting stuck at what price you should purchase the company. Finding the value of a stock is a critical … Continue reading

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What if a Recovery Is All in Your Head?

By Robert J. Shiller Beyond fiscal stimulus and government bailouts, the economic recovery that appears under way may be based on little more than self-fulfilling prophecy. Consider this possibility: after all these months, people start to think it’s time for … Continue reading

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Return of the Money!

If your money doubles every five years, the compounded return that you are earning on your investment is somewhere close to 15%. Similarly, if it is doubling in every four years, the compounded return is in the vicinity of 19%. … Continue reading

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How EBITDA Can Mislead

During the dot-com boom, EBITDA became a popular way to measure how healthy a business was. EBITDA scores became the talk of Silicon Valley cocktail parties, where party goers would ask each other, “How soon will you be EBITDA positive?” … Continue reading

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Rakesh Jhunjhunwala on how to pick the right stock

Source: Moneycontrol If you’re a proponent of value investing, which involves buying stocks that offer value when they’re cheap and holding on to them till they achieve their potential — Warren Buffet style — here are tips from India’s own … Continue reading

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Rakesh Jhunjhunwala's Presentation to FLAME Institute

Rakesh Jhunjhunwala’s PPT

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'Greatest Trade': How You Can Make $20 Billion

by Gregory Zuckerman – WSJ.com Even as the financial system collapsed last year, and millions of investors lost billions of dollars, one unlikely investor was racking up historic profits: John Paulson, a hedge-fund manager in New York. His firm made … Continue reading

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The value of value investing

One of the simplest—yet the most ignored —investment concepts is value investing. It is something that has inherently been woven into our psyche as consumers, but continues to elude our understanding as investors. Value investing has a simple logic: buy … Continue reading

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Markets: Riding Choppy Waters

As excess liquidity rocks the markets, investors have to hang on to the roller coaster Volatility, it has been said, is a car with two pedals: the brake pedal is fear, and the accelerator is greed. Both are the principal … Continue reading

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