“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management
Categories
Categories
Linkfest:May 15, 2012
Some stuff I am reading today morning:
Veggie prices surge 61% in April (TOI)
RIL loses 10% of market cap in a month (ET)
Rupee closes at an all time low of 53.96 (FinancialExpress)
The tale of a whale of a fail (DealBreaker)
Faith fades in eurozone firewall (FT)
Krugman’s Eurodammerung (PaulKrugman)
Bollywood gossip of the week (RajeevMasand)
Categories
What was that again?
“We’re headed into another summer on Wall Street and, like opening up a giant box of German pornography, you just know we’re in for a shitshow.”-Josh Brown wrote in The Reformed Broker
Categories
Flight to Quality
One of the smartest guys in the investment world is Michael Platt of BlueCrest Capital
He warned in Dec, 2011 of a huge flight to quality and how he holds only extremely liquid positions.
With the crisis re-erupting, In the Indian context, expect a further flight to quality and the most liquid stocks.
This interview is a real must watch
Categories
Just when I thought I was out
Markets are tumbling like nine pins all over Europe.The Greece crisis has re-erupted like a bad nightmare that does not go away.
Am reminded of this immortal dialogue from the Godfather