Monthly Archives: August 2007

Weekend Reading

Value Investors Only Care About Bear Markets A value-oriented investment approach in the style of Graham and Buffett does not focus on bull market performance. In fact, by definition, true value investing always focuses on weathering the bear market storms … Continue reading

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India growth story to continue, despite odds: Rakesh Jhunjhunwala

Super broker Rakesh Jhunjhunwala sounded optimistic while talking about the Indian market weighed against its US counterpart at a recent meeting organised by Shailesh J Mehta School of Management, IIT, Bombay. While analysing the Indian market weighed against its US … Continue reading

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Growth versus value stocks

When the markets are making new highs every day, solid large-cap value stocks are nobody’s favourite Source: HT Mint by Manas Chakravarty and Mobis Philipose Periods of market turbulence lead to a flight to quality, or a flight to value. … Continue reading

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Random Readings

The hitchhiker’s guide to mega bucks Egrets fly from one bank of a river to the other, in search of prey. But sometimes, even they opt for a free ride across the riverbed, sitting on the back of a submerged … Continue reading

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Random Tidbits

Huff, Puff The House Is Down Subprime mortgages crash, then the global markets fall. There’s a cautionary tale in it. 15000 Penny Punters Small investors with wily strategies brave the vagaries of the stockmarket Making sense of Sensex moves Sensational … Continue reading

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Investment Nuggets by Benjamin Graham

Benjamin Graham, also known as the “Father of Value Investing” and the “Dean of Wall Street”, was a pioneer in driving home to investors the importance of crunching numbers. He popularised the examination of pri ce-to-earnings (P/E) ratios, debt-to-equity ratios, … Continue reading

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A Growing Subprime Web

Click on image to enlarge Source: BusinessWeek

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Random Gleanings

India best long-term bull story among EMs: CLSA (Report) Correction phase may end soon History teaches this is just a bull market correction: Ken Fisher Role and importance of leveraging Stockmarket: Panic Buying Why Warren Buffett Plays Bridge

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The Subprime Lending Saga

Selected writings from around the world. How a Panicky Day Led the Fed to Act – WSJ Freezing of Credit Drives Sudden Shift; Shoving to Make Trades Lessons of Past May Offer Clues To Market’s Fate – WSJ In Asia, … Continue reading

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Leaders speak on market meltdown

Crisis Counsel Will the subprime lending meltdown and credit crunch send us into a financial free fall? We asked the sharpest minds in business to share their reactions to the downturn, and their insights on the road ahead. The following … Continue reading

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