What Valuation is the Stock Trading On?
Stock Prices can be linked to business fundamentals through one or more Valuation Metrics. When a given valuation metric is found to track (i.e. correlate with) one or more business fundamental metrics, the stock is said to be “trading on” that (driving) valuation metric. Conversely, when a given valuation metric is found not to track […]
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What is Risk? A Practical Perspective
You and I use the word “risk” frequently in our lives, without really thinking about its definition or knowing whether others around us think of it the same way as us. Not having a specific definition of risk might be acceptable in a non-financial setting; but when it comes to investing, it is critical to […]
Read MoreWatch the Video – Sundeep Bajikar on 5GQ
Many thanks to Jake Taylor at 5GQ for creating this interview with me. Jake certainly does ask 5 Good Questions. Hope you enjoy it. Here are Jake’s excellent questions: 1. If you’re a generalist investor, do you have any business venturing into technology investments? Or are you setting yourself up for failure by venturing […]
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A Reading List for Value Investors
Many of you have asked for my book recommendations, so I decided to publish book reviews after first introducing a reading list for value investors. Value investing is a deeply psychological exercise, one that is usually at odds with the seductive sirens of the stock market as well as society in general, and this is […]
Read MoreWatch the Video – Mohnish Pabrai
Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom in China. Every minute of it is worth watching – it is both highly instructional as well as funny at times, and provides clues for why most active managers underperform/fail […]
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New Black and White Edition: Equity Research for the Technology Investor
I am excited to announce a new Black & White Paperback Edition of my book has been published on Amazon.com and is available for purchase immediately for a retail price of $15.50*. The new edition is marked “BW Edition” published on 10/28/16, and features a different shade on the book cover to distinguish it from […]
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Interview on Beyond Quant Invest Training
Click on the image below to see my interview on Beyond Quant’s website: Disclosures and Disclaimer
Read MoreWhat is Institutional Arbitrage?
I previously wrote that there are essentially 4 ways to beat the market, one of which is Institutional Arbitrage. Probably the simplest way to think of institutional arbitrage is to think of a process of deliberately doing something that institutional investors are unlikely to do. This is accomplished in a number of ways including – […]
Read MoreAre Institutional Investors Really Doing Equity Research?
This week MU stock gap’ed up ~1,000 bps following two sellside upgrades. Last week CAVM stock gap’ed down ~2,000 bps following four sellside downgrades. Between those two examples, the MU example is more “pure” in the sense that there was no other significant company- or industry-specific news update supporting the stock move. You can find […]
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