Skip to main content

Harry Potter Mania

It was Harry Potter mania which has engulfed world forced me to come out of my summer hibernation and start writing on my blog again. I also went with Yash and Isha to buy final installment of Harry Potter series book. I must admit that it went just for the fun and till now have seen only movies (not read the first 6 books). I started reading the book and the plot is really interesting.
We saw hindi movie called "Partner". It is loosely based on Will Smith movie Hitch with all ususal bollywood masala. All of us did liked the movie - nice dance numbers at exotic locations and good comedy. If you are into bollywood movies, I do recommend this movie.
In last 6 weeks, I was more active on contributing articles to SeekingAlpha site. In fact couple of my articles did got published (editors of this site decide which ones to publish). Check them out:

1. Six reasons Yahoo should buy Joost

http://internet.seekingalpha.com/article/39271

2. Seven Reasons Why ICICI Bank is a Better Investment Than Blackstone

http://financial.seekingalpha.com/article/39418

My model portfolio is doing very good and in fact it is already on track to meet my objective of beating S&P by at least 2%. As of 6/30/07, returns was 10% as against 7% for S&P. Till then, it had done even better with YTD returns of 14.6% (compared to 7% for S&P). The portfolio's overweight on international markets and investment in FSESX were two major factors for this performance and I am sure it will continue to do better.

Quick update on India recommendations:

1. Aptech is at 360
2. Teledata is at 68
3. My latest recommendation of Zee News doubled last week trading at 71

My new India recommendation is RS Software at Rs 43. Is is very niche software company and in recent weeks it got penalized due to rupee appreciation and some company specific factors. Company have allocated warrants to current majority holders to buy stock at Rs 66. My target price for RS software is 87 by Dec 31, 2008 generating returns of over 100% in less than 18 months

Comments

poorna_dr said…
Since the Software companies (In India)outlook is somewhat doubtful in the wake of improved rupee and Indian wages, i was wondering about your reason behind suggesting RS software.
7:04 AM
Raju-Seetha said…
Ramana,
I think, people who have indepth knowledhe of that Systems can only see the opportunity and growth. Its truly a good company working in a very good area.
10:58 AM
Post a Comment

Popular posts from this blog

Clicks to Tokens: Will 2026 Echo 1998's Boom or 2000's Bust?

My "blogging" was in hibernation last 8 months due to my self-imposed restraint given the environment as well as built-in inertia to get started despite so many interesting events and markets reaching all time highs after taking a big dump around "Liberation Day" in Apr...Around that time I had the blog ready that it would be repeat of Mar/Apr 2020 panic and recovery during onset of Covid Pandemic. The hunch happened to be correct and I was glad that I could keep and take some positions which I am still holding especially around AI theme. But that was then...as 2025 is about to wrap up in 10+ weeks, let's look at what's in store for rest of 2025 and 2026. And what's better time than to start writing again just before one of the most important week on the calendar with multiple key events coming up next week... Fed meeting to decide the course of interest rates - it's almost guaranteed that Fed will cut rates by 25 basis points (2nd time in 2025) and...
Post a Comment
Read more

2026: The Year of Convergence – Melt-up, Moonshots, or Mid-cycle Correction?

Happy New Year! After another period of self-imposed hibernation from the blog—partly due to the festivals, travel, intertia and partly to watch the dust settle on a chaotic 2025—I decided to use the quiet of this New Year’s morning to finally reboot.  Looking back at my October post,  “Clicks to Tokens,”  the hunch about the AI theme held firm. We spent much of 2025 debating whether we were in 1998 or 2000. As we enter 2026, the answer seems to be "neither and both." We have the roaring optimism of the 1920s fueled by "Silicon Spirits," but with the high-speed volatility of the 2020s. So, as the calendar flips, what is in store for 2026? Markets may experience melt-up (S&P touching 8000),  with some moonshots (like SpaceX and OpenAI) IPOs or even see mid-cycle correction bringing down S&P to 6000. That's a wide range and will be decided by Four R's... Here are my thoughts on the " Four R’s ":  Rates, Robots, Rotations, and Real Assets. 1. ...
Post a Comment
Read more

Rockets, Relics & Roaring Markets: The $4 Trillion Crossroads of 1927 and 1999

Happy (almost) Summer! After watching Kevin Warsh get sworn in at a White House ceremony two days ago, tracking three S-1 filings that could collectively hoover up more capital than every U.S. IPO since 2022 combined, and watching 26-year-old stock charts finally break to new highs — it felt like the right moment to ask the uncomfortable question out loud. Are we at a party that ends gracefully, or one that ends with the furniture on fire? The market is simultaneously flashing the neon signs of 1999  and  the orchestral excess of 1927. Most commentators reach for the dot-com playbook. I think the original Roaring Twenties is the better map. Here's why... Assembly Lines to AI Clusters Ford's River Rouge complex was the largest industrial facility on earth in the 1920s — raw iron in one end, a Model T out the other. Steel, rubber, and oil became the picks-and-shovels of the age. GE and Westinghouse were electrifying factories and homes. The infrastructure buildout  was ...
Post a Comment
Read more