tag:blogger.com,1999:blog-54122671196778073532026-01-03T23:01:20.563-06:00Site focusing on Investor Education, value investment principles, investment articles, Warren Buffet principles and articles along with my investments &amp; portfolio updates. <br> <i>"Price is what you pay. Value is what you get." - Warren Buffett</i>Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.comBlogger77125tag:blogger.com,1999:blog-5412267119677807353.post-49569214954202731652010-10-19T12:51:00.003-05:002010-10-19T12:55:28.097-05:00

Warren Buffett discuss about importance of investing in only good businesses. Discussion based on his own investment decisions and the valuable Lesson he learned. - Interview with Becky Quick, CNBC. Interview Transcript: Click Here

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com17tag:blogger.com,1999:blog-5412267119677807353.post-37693957181313498052010-10-12T14:07:00.003-05:002010-10-12T14:13:14.811-05:00

I have been looking for opportunities based on corporate actions and this one seems to be worth mentioning. Murudeshwar Ceramics Ltd&nbsp;rights issue offer. Ratio: 1:1 Current Price: Rs. 39.35/- Offer Price: Rs. 20.00/- (Including face value of Rs. 10/-) Record Date: Oct/20/2010 Normally, the price is expected to fall to account for the new shares, but looking at the history and my earlier

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com10tag:blogger.com,1999:blog-5412267119677807353.post-67530229831175637562010-08-23T12:19:00.001-05:002010-08-23T12:20:28.920-05:00

This is an update to my previous post on corporation action opportunities Following were the corporate action (Bonus shares issue) opportunities Sterlite Technologies (Holding) &nbsp;Initial bonus plan announcement: Jan/11/2010 &nbsp;Shareholders Vote: Feb/25/2010 &nbsp;Bonus ratio: 1:1 &amp;&nbsp;Split: Rs 5 to Rs 2. &nbsp;Record Date: Mar/10/2010 &nbsp; &nbsp;Purchase price: Rs. 414.10/

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com6tag:blogger.com,1999:blog-5412267119677807353.post-50418800494990772672010-08-01T22:48:00.000-05:002010-08-01T22:48:59.745-05:00

&nbsp; Its been a while since I posted any messages.. Work, School &amp; Family&nbsp;are keeping me really busy!! &nbsp; Since the start of this year, I have not made many transactions in my portfolio. But something about Parsvnath Developers (company was part of my portfolio) caught my attention. The company promoters are currently holding 63.60% shares of the company and promoter 'bodies

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com2tag:blogger.com,1999:blog-5412267119677807353.post-73122804922425897612010-03-29T14:57:00.005-05:002010-04-05T16:57:53.828-05:00

Lot of people recognize or use Warren Buffet's name, majority knows him as one of the wealthiest man alive. I thought i will add why I personally admire him. To start, it's not because he is one of the wealthiest man in world, there are plently of other super wealthy whom I don't admire or I don't care. In case of Warren Buffet, it adds credibility and shows that what he does works (really well)

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com5tag:blogger.com,1999:blog-5412267119677807353.post-9961036295984247042010-03-19T21:33:00.001-05:002010-03-23T08:43:32.207-05:00

I recently purchased 3 books after taking inputs from couple of people and looking through the list of best books listed by the investors I follow. &nbsp;1. You Can Be&nbsp;A Stock Market Genius&nbsp;By Joel GreenBlatt &nbsp;2. Quality Of Earnings - The Investor's Guide to How Much Money A Company Is Really Making By Thornton L. O'Glove &nbsp;3. Analysis of Financial Statements&nbsp;By Leopold A

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-60761037444452949782010-03-16T10:36:00.002-05:002010-03-22T11:42:15.932-05:00

My second post related to Buffet, this one looked interesting. During height if panic, Lehman team approached Buffet requesting investment in their company. Buffet asked Lehman's management team to invest in Lehman along side with him (or should I say, asked to eat their own cooking?). Lehman CEO Richard Fuld called Buffett on March 28, 2008 to discuss the possibility of Buffett "investing at

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-41913250325708805872010-03-04T12:48:00.217-06:002010-03-11T23:19:53.407-06:00

Berkshire Hathaway Annual Report &amp; Warren Buffet's Annual Shareholders Letter - 2009 : PDF Report Individual year's performance is available in the annual report. Following chart shows Berkshire Hathaway performance along with S&amp;P 500 from Year 1965 to 2009. Following chart shows Berkshire's relative performance compared to S&amp;P 500. E.g, in 1965, Berkshire gained 23.8% while S&amp;

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-54460297630995163192010-02-15T13:10:00.018-06:002010-02-20T19:21:42.261-06:00

A critical part of investment decision is asset allocation, how you allocate the asset across different asset classes. It plays an extremely important role in your chances of succeeding in long term. In other words, it provides the the flexibility to act when market offers good opportunities to buy or sell investments.If one had a significant % of his portfolio allocated in liquid assets

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com2tag:blogger.com,1999:blog-5412267119677807353.post-28190230877466513432010-02-08T23:57:00.016-06:002010-02-26T13:14:57.924-06:00

I added following companies in last two weeks to my portfolio as part of corporate action opportunities. Both companies have not announced record dates. As discussed in earlier posts, I have allocated a small portion of my portfolio for arbitrage/corporate action opportunities. There are no guaranteed returns on these types of opportunities.After the bonus and splits, the prices are suppose

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-83944733516113400492010-02-06T23:00:00.004-06:002010-02-06T23:21:26.163-06:00

50 questions in the Risk Intelligence Test, the importance is on self knowledge.From Projection Point:Risk Intelligence Quotient (RQ) is a measure of a person's ability to estimate probabilities accurately. People with high risk intelligence tend to make better predictions than those with low RQ. This test is rather unusual in that you can score very highly even if you don’t know much. That’s

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com1tag:blogger.com,1999:blog-5412267119677807353.post-78337173727686328552010-02-01T18:34:00.008-06:002010-02-05T23:20:05.454-06:00

Video explaining Intrinsic value found at http://indiainvestor.wordpress.com/2009/11/25/intrinsic-value-as-described-in-security-analysis-using-concept-visuals/Not in detail, but a brief overview.

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-16242333101486645472010-01-24T20:09:00.008-06:002010-01-24T20:27:01.975-06:00

This is a different post compared to our normal topics discussed here. Video is from www.ted.com (Thank you Paul Varghese for forwarding this video!!), Shaffi Mather (Social Entrepreneur) is discussing about his latest venture focusing on fighting corruption.From Ted.com:About Shaffi Mather:Shaffi Mather is the founder of 1298 for Ambulance, Education Access for All, and co-promoter of Moksha-Yug

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com2tag:blogger.com,1999:blog-5412267119677807353.post-70662998346822764022010-01-08T10:23:00.007-06:002010-01-20T12:23:57.790-06:00

Writer John Cassidy talks with Kai Ryssdal about the article he wrote for The New Yorker.Kai Ryssdal: The recession that we are just now beginning to work our way out of has been miserable for a huge chunk of the economy. For economists, though, it's literally been a once-in-a-lifetime chance to see how some of the dominant theories in the dismal science hold up in reality.There are, in essence,

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-31568700239867400842009-12-31T09:44:00.070-06:002010-01-28T13:41:35.715-06:00

PDF report: downloadWish you all a Very Happy New Year!! - Welcome 2010!! New Year Quotes: Cheers to a new year and another chance for us to get it right. ~Oprah WinfreyMany people look forward to the new year for a new start on old habits. ~Author UnknownYear's end is neither an end nor a beginning but a going on, with all the wisdom that experience can instill in us. ~Hal BorlandReflections -

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com5tag:blogger.com,1999:blog-5412267119677807353.post-16562509677542351132009-12-16T09:58:00.003-06:002010-01-04T13:17:03.414-06:00

Source: American Public Radio www.marketplace.orgConfused about the theory of how interest rates can affect economic growth? Senior Editor Paddy Hirsch is here with a handy analogy.Interest rates from Marketplace on Vimeo.

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-90082533223905860962009-07-21T01:17:00.003-05:002009-08-02T13:27:55.162-05:00

Great Video, Must Watch!! JP Morgan Chase CEO Jamie Dimon speaks at Class Day 2009 of Harvard University.

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com2tag:blogger.com,1999:blog-5412267119677807353.post-39050187801289032652009-07-15T23:00:00.007-05:002010-02-22T10:08:12.975-06:00

Here we are looking at the index P/E ratio and its possible use while making investment decisions. I have taken the data from Indian index (Sensex), we should be able to do similar analysis for any of the indexes. Following chart is based on P/E ratio of Sensex from Jan 1995 to Jun 2009. Index values as such cannot be used to compare with historic data, but since P/E is a ratio, we can compare P/

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com4tag:blogger.com,1999:blog-5412267119677807353.post-76748064359048952812009-07-09T00:20:00.002-05:002009-07-09T00:23:00.055-05:00

Good article about "Capital Requirements of a Company" from http://www.noisefreeinvesting.com

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-15907117673707545472009-07-02T11:31:00.003-05:002009-07-02T11:34:33.903-05:00

Source: American Public Radio www.marketplace.orgCap and Trade is the linchpin of the government's effort to curb carbon emissions. Senior Editor Paddy Hirsch explains how the cap and trade model works.Meet Cap 'n Trade from Marketplace on Vimeo.

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com2tag:blogger.com,1999:blog-5412267119677807353.post-34983262657764671552009-06-25T21:27:00.005-05:002009-07-02T11:35:09.294-05:00

Capital Structure by American Public Radio www.Marketplace.org "In stories about the auto companies and the banks, we've been hearing about debt-to-equity swaps and exchanging preferred shares for common stock. To understand how those work, you need to understand a company's capital structure."Capital structure from Marketplace on Vimeo.

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-22346971631557910392009-05-21T09:28:00.032-05:002010-02-22T10:08:31.458-06:00

It is important to calculate and track portfolio performance accurately. Most often the performance is assumed based on few stocks or transactions and not based on the portfolio as a whole. The portfolio tools available on different sites like Yahoo finance or brokers provide a snapshot of your portfolio at any given time and does not provide ability to track the history. It also does not take

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com8tag:blogger.com,1999:blog-5412267119677807353.post-91098017807972423452009-05-15T14:59:00.005-05:002009-07-02T11:35:33.176-05:00

Staying competitive in difficult market conditions. - Columbia Business School via: Fora.TvURL: http://fora.tv/2009/02/03/Master_Classes_Panel_Innovation_and_the_EconomyFound at: http://www.simoleonsense.com/video-columbia-business-school-panel-on-innovation-and-the-economy/

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-68841892927536905402009-05-11T22:13:00.004-05:002009-05-11T22:21:39.832-05:00

1. Berkshire Hathaway - Warren Buffet - click here 2. JP Morgan Chase - Jamie Dimon - click here

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0tag:blogger.com,1999:blog-5412267119677807353.post-82263273445392878522009-05-07T15:26:00.003-05:002009-05-07T15:30:42.019-05:00

Most extensive notes from Warren Buffet & Charlie Munger's annual shareholder's meeting:http://inoculatedinvestor.blogspot.com/2009/05/2009-berkshire-hathway-annual-meeting.htmlSource: http://inoculatedinvestor.blogspot.com

Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.com0