Stockshastra which is a new initiative by Moneyworks4me with the objective of providing timeless principles of stock investing had invited me to participate in a blog carnival tittled " How I arrived at my style of stock investing".
I was in my writing moods so wrote a slightly different post. The link is attached below.
http://stockshastra.moneyworks4me.com/guest-articles/ninad-kunders-style-of-stock-investing/
Saturday, May 22, 2010
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8 comments:
An excellent write-up dude..who says investing is boring and investors are nerds?! ;-)
Cheers!
Neeraj
(P.S. On a lighter note, if u like observing women, you should read Temptation Foods 09 AR!)
Loved ur article Ninad, thanks for spicing it up. I am just starting out(havent even read Intelligent investor yet, so u can imagine how new i am), and wen i dont understand what's going on, such articles are a true respite :)
Wishing you some exclusive bargains, bothways;)
bunny
Hi Ninad,
What is you view on the ICICI - Bank of Rajasthan merger arbitrage? It seems there is still some money to be made by buying BoR shares and selling an equivalent amount of ICICI futures - though I am not too sure what are the various risks! It seems to me that the deal risk is almost nil but there could be time risk. How long does such a merger generally take? Would love to pick your brains on this.
regards,
amit
Hi Neeraj
Thanks. Who ever says investing is boring with all the ups and downs. Staying away from the temptations of Temptation foods :-)
Cheers
Ninad
Hi Bubby
thanks for u r comments. Hopefully we will have some bargain discounts or annual sales playing out.
Cheers
Ninad
Hi Amit
I had look at the BOR - ICICI Bank and let is pass. I agree the deal risk is not too high and I would expect RBI to push it thru inspite of opposition from various quarters.
However I see a serious time risk in deal with approvals that need to come thru multiple gov agencies including court approval. Factoring in the cost of hedge for the time involved it didnt make sense.
Having said that, however there could be points closer to the execution that the deal could start becoming interesting if markets lose interest in the deal.
Cheers
Ninad
Thanks for sharing this helpful info!
I always like to read your blog..
Hi DSE
Thanks for dropping in.
Cheers
Ninad
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