Archive for March, 2012

The Media

20Mar12

A good piece which highlights how stupid can Media sometimes be!   As an aside, I do not have an intelligent opinion on whether Apple must be paying a dividend or not or what is the rational level of cash it needs to have on its books. But a lot of comments which focus on […]


You come across many rich people (Really rich!) who in a way apply value investing precepts to their businesses. Usually in private transactions it is difficult to find inefficiencies caused by an irrational seller since one would be buying from the owner himself and usually owners would have a very good understanding of their business […]