arohaninc's story links
Bailout of Autos and other related thoughts
Bailing out the Automakers will not solve the problems with the industry. Bankruptcy may be the best possible option
Who is the next Warren Buffet - Part 2 | Arohan's investing life
Continuing the quest for investments similar to or better than Berkshire Hathaway for when Warren Buffett is no longer active
Stock investors, who is the next Warren Buffet - Part 1
Part 1 in my multi-part series of articles investigating who among current crop of investors can be described as the next Warren Buffet. Part 1 outlines my take on what makes Buffet and his style of investing so successful
Obama has a plan to slow down the economic growth engine of US
Senator Obama outlined his economic policy today. There are great implications to the business environment in USA if some of his tax proposals go through
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Why Warren Buffet is richer than the Hedge Fund managers - a tale of two business models | Aroha
Forbes rankings are still topped by Business leaders even when hedge fund managers are earning mind boggling amounts of money. This article examines why that may be the case with help from an analysis done at Financial Times
Citigroup, the sky is falling …
Citi may finally be too cheap to not buy but there is still lot of uncertainity
Micro/Small Cap investing can be rewarding but risky
Exploring the risks in Micro/Small Cap investing with current examples. Risk may not be apparent from financial ratios and growth rates
Countrywide sellout too cheap?
Countrywide sale to BAC may yet be derailed given that the opposition to this transaction is now gathering steam
Leucadia takes another bite off Americredit
It is fascinating to see how Leucadia is boosting its stake in Americredit. One just has to conclude that Leucadia believes that some of the stocks impacted by the credit sector issues are now beaten down enough to start preying on them
The best way to buy Bank of America | Arohan's investing life
Bank of America is attractive based on valuation today. It becomes even more interesting when you consider that there may be a way of buying Bank of America at a discount to today's prices
Leucadia National bottom fishing in the credit industry ruins
Appears that Leucadia National is acquiring about 10% of AmeriCredit, an automotive financing provider. Does this signal that the credit concerns in automotive credit sector are overblown?
WSI Industries could be a long term winner
WSI Industries Inc is a contract precision metal machining business that plays in the metal working sector I profiled earlier. The company is not cheap, but its book of future business and current balance sheet makes it an attractive investment for long term
Metal working and service industry in North America
Metal working and service industry sits pat in the middle of high demand for metal products and rapidly consolidating and value growing mining and metal producing sectors but is still relatively undervalued. This should change in the coming years as this sector enters into the consolidation and restructuring phase
Sterlite Industries - commodities and emerging markets play
Sterlite Industries can be a attractively valued stock to consider in the intersection of two hot investing sectors: commodities and Emerging markets
Real estate revival on (distant) horizon
It may be time to rummage through the bargain bin of battered housing stocks

