Lots to learn from this short interview.
Lots to learn from this short interview.
"100% of the information you have about a company represents the past, and 100% of a stock's valuation depends on the future."
Bill Miller
— Trading Proverbs (@tradingproverbs) August 14, 2014
Categories
3 Key Criteria for evaluating management
Categories
Linkfest:Aug 25,2014
Some stuff I am reading today morning:
Most IPO investors miss out on the party (BL)
Where money lives:India’s most affluent pin codes (ET)
The murky world of suitcase banking (Mint)
Mutual Funds get costlier (BS)
From magnetic pillows to a Rs.50,000 Crore empire (FirstBiz)
6 Large Cap “High Conviction” picks from CLSA (RJ)
Reading sector relative strength (AdamGrimes)
First half-hour return predicts the last half-hour return (AlphaArchitect)
What the top 5 most profitable investments have in common (DailyReckoning)
Time not timing is the key to investment success (WP)
Categories
Onion Prices and Airline Seats
Conceptually ,any difference between onion traders jacking up prices opportunistically, & airlines charging exorbitant fares when possible ?
— Vinayak Chatterjee (@Infra_VinayakCh) August 24, 2014
For onion traders it is called unprofessional hoarding & profiteering. In case of airlines it is professional management of yield curve.
— Vinayak Chatterjee (@Infra_VinayakCh) August 24, 2014