Warning: A long post on the competitive analysis of IT companies (low in entertainment value :) ). So please get a cup of coffee or tea before you continue further I recently received a comment from madhav The question I have on outsourcing kind of...

Now that I have managed to irritate some of you, by rejecting stocks which you hold, let me push it still further J Torrent cables: Erratic performance in the past. Loss in the current year and some years in the past. TRF ltd: Negative cash flow....

I mentioned in my previous post on my change in approach. There are two key reasons, why I have made a change in my short term approach. The first reason is that most of the holdings in my portfolio have risen sharply and are now close to intrinsic...

The period from Oct 2008 – Mar 2008 was a no brainer period – as long you could suppress the sinking feeling of watching your holdings drop everyday. As I had gone through a similar phase (though longer, but equally mind numbing) in 2001-2003, I...

I recently added an ad for CRY – Child rights and you, a non-profit organization which works as a channel or a link between donors like us and field workers, who work for child welfare. You can find more on their mission and activities on their...