Tag Archives: Investing

The Vulture Fund Concept, in brief

September 14, 2006 – 9:54 am

I can’t find the link now, but I’d read recently in either one of the newspapers or one of the three billion websites I go through daily that Vulture Funds are looking at opportunities in India. The article made it sound as if this is a bad thing, and I’m not too sure if thats […]

By Nikhil | Posted in Uncategorized | Comments (1)

Red….

May 22, 2006 – 12:22 pm

That’s all that the markets are seeing. Partly to blame for this are global cues, and partly the growing strength of the Left parties and that the UPA has made all the wrong noises in the past few weeks:
1. Regulation of sugar prices
2. Regulation of cement prices
3. Regulation of prices of around 200 drugs, […]

By Nikhil | Posted in Uncategorized | Comments (5)

A quick take on the budget

February 28, 2006 – 2:08 pm

From the macro perspective, my instantaneous reaction is that this isn’t a negative budget, and a lot of duties have been rationalised. Which means that, as a long term investor, I can expect the impact of this budget to be felt next year. Particularly heartening is the reduction in fiscal deficit, though it remains to […]

By Nikhil | Posted in Uncategorized | Comments (0)

Yippee!

February 11, 2006 – 12:05 am

Well, Ranbaxy’s up 20.27% since I bought it (and spoke about contrarian investing), in less than two months. All my calls, but one, have worked out for me. More to be added to this post tomorrow. Haven’t felt this sleepy in ages.
In the morning
Pardon the slightly inebriated ‘Yippee!’ above. Here are some random thoughts […]

By Nikhil | Posted in Uncategorized | Comments (3)

Contrarian Investing

December 20, 2005 – 9:28 pm

Contrarian investing means that you buy a share when nothing seems to be going right and everyone else is selling and hammering the price down. It defies most common investment reasoning - who wants to hold on to a share that not many are willing to buy? Why should I buy shares of a company […]

By Nikhil | Posted in Uncategorized | Comments (5)