January 2015 – Random Thoughts of Analyst

Kanoon sabut mangata hai

Sage January 27, 2015 0

Has gold ever failed to deliver returns to investor?

The future of books looks a lot like the past – Link here The network effect – Link here Laser-etched metal ‘bounces’ water – Link here Netflix And Amazon Will Have A Harder Time With Movies Than They Did With TV – Link here Breaking-through-poverty-How-an-impoverished-Delhi-orphan-became-a-house-owner – Link here How a tiny Bangalore startup became Twitter’s …

Read , Learn , Improve – 17-Jan-15

Sage January 17, 2015 0

Amazon Bought This Man’s Company. Now He’s Coming for Them – Link here Amazon has three rules for hiring the best people – Link here How and why Google is transforming Maps – Link here A Dozen Things I’ve Learned from Tom Murphy About Capital Allocation and Management – Link here Amazon Crashes Hollywood’s Party …

What motivates us?

Sage January 11, 2015 1

It was Diwali time and wishes were being constantly exchanged by friends on cell, mail, facebook etc. Analyst had recently upgraded his cell and had installed whatsapp on it, so maximum conversation was beginning to shift there. One evening, a message popped up with photo of goddess Laxmi that said “Pass this along lucky Laxmi …

Read, Learn, Improve – 10-Jan-15

Sage January 10, 2015 0

Read, Learn, Improve – 10-Jan-15 The Inflexion Point for the IT Service Industry – Link here Scientists Discover Potent Antibiotic, A Potential Weapon Against a Range of Diseases – Link here How to Tell a Story People Will Remember – Link here The Simple Concept of Intrinsic Value – Link here The Q Ratio and …

What’s up with Binny (514215)?

Sage January 3, 2015 0

Backgrounder I have been in market for almost over decade, I had never heard of Binny Ltd (BSE Code – 514215), however I had heard of Mohan Distilleries or Meakin Mohan owner of popular brand Old Monk and many other alcoholic and non- alcoholic brands – Full List. So when newspaper reported that Binny Ltd …