Monthly Archives: May 2007

Beware of value pretenders

In a classic “Margin of safety”, the author, Seth A. Klarman, coins a new term “value pretenders” for the large number of pseudo value investors. “Value investing” is one of the most overused and inconsistently applied terms in the investment … Continue reading

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Valuing realty stocks is not easy

Earnings may not be the right way to value a company’s stock, as they depend on whether an asset is sold or leased out by Manas Chakravarty – HT Mint Real-estate developer Unitech Ltd had a blockbuster year last fiscal, … Continue reading

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Stockmarkets: A stealth correction!

Source: Akash Prakash – Business Standard The Indian markets are not as overextended as commonly perceived, and are largely in correction mode. If you talk to most investors, you will find them a disgruntled and frustrated lot, which is surprising … Continue reading

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Final stages of a global bubble: Marc Faber

Source: DNA Money Marc Faber, the investment guru who predicted the US stock market crash in 1987, says that the markets are in the “final stages of a bubble” and recommended investment in farm land and “assets that are depressed” … Continue reading

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Futile search for an Investment Formula

In a classic “Margin of Safety”, the author, Seth A. Klarman, writes about the futile search by investors for a winning formula in the stock market. “Many investors greedily persist in the investment world’s version of a search for the … Continue reading

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Real Estate Bubble Or Bubbly

Despite a correction, real estate investing will provide returns and investors need to have a dynamic strategy as the market matures The real estate sector has been featuring on the Reserve Bank of India’s radar for a long time. The … Continue reading

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The joy of predictability

Rising interest rates and uncertain stock markets have sent investors rushing towards safe and predictable fixed-income investments by Dhirendra Kumar – FE It is good when one does not have to deal with an unpredictable future. We love finding out … Continue reading

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