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arohaninc's story links

Bailout of Autos and other related thoughts

(via www.arohanvalue.com)

Bailing out the Automakers will not solve the problems with the industry. Bankruptcy may be the best possible option

Submitted by arohaninc on Wed, 2008-11-12 11:59. | Tags:
  • Commentary
  • AIG
  • F
  • GM
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  • 4 points

Who is the next Warren Buffet - Part 2 | Arohan's investing life

(via www.arohanvalue.com)

Continuing the quest for investments similar to or better than Berkshire Hathaway for when Warren Buffett is no longer active

Submitted by arohaninc on Wed, 2008-08-27 12:58. | Tags:
  • Superinvestors
  • MKL
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  • 1 point

Stock investors, who is the next Warren Buffet - Part 1

(via www.arohanvalue.com)

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

Submitted by arohaninc on Thu, 2008-04-17 15:32. | Tags:
  • Superinvestors
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  • 5 points

Obama has a plan to slow down the economic growth engine of US

(via www.arohanvalue.com)

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

Submitted by arohaninc on Thu, 2008-03-27 15:07. | Tags:
  • Commentary
  • 3 comments
  • More info
  • 1 point

Why Warren Buffet is richer than the Hedge Fund managers - a tale of two business models | Aroha

(via www.arohanvalue.com)

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

Submitted by arohaninc on Wed, 2008-03-12 17:03. | Tags:
  • Superinvestors
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  • 10 points

Citigroup, the sky is falling …

(via www.arohanvalue.com)

Citi may finally be too cheap to not buy but there is still lot of uncertainity

Submitted by arohaninc on Tue, 2008-03-04 16:04. | Tags:
  • Stock Analysis
  • C
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  • 0 points

Micro/Small Cap investing can be rewarding but risky

(via www.arohanvalue.com)

Exploring the risks in Micro/Small Cap investing with current examples. Risk may not be apparent from financial ratios and growth rates

Submitted by arohaninc on Wed, 2008-02-27 18:40. | Tags:
  • Commentary
  • BRLC
  • WSCI
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  • 1 point

Countrywide sellout too cheap?

(via www.arohanvalue.com)

Countrywide sale to BAC may yet be derailed given that the opposition to this transaction is now gathering steam

Submitted by arohaninc on Tue, 2008-02-12 14:51. | Tags:
  • Commentary
  • BAC
  • CFC
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  • 1 point

Leucadia takes another bite off Americredit

(via www.arohanvalue.com)

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

Submitted by arohaninc on Fri, 2008-02-08 14:24. | Tags:
  • Superinvestors
  • ACF
  • LUK
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  • 6 points

The best way to buy Bank of America | Arohan's investing life

(via www.arohanvalue.com)

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

Submitted by arohaninc on Fri, 2008-02-01 10:26. | Tags:
  • Commentary
  • BAC
  • CFC
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  • 7 points

Leucadia National bottom fishing in the credit industry ruins

(via www.arohanvalue.com)

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?

Submitted by arohaninc on Wed, 2008-01-16 19:34. | Tags:
  • Superinvestors
  • ACF
  • LUK
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  • 5 points

WSI Industries could be a long term winner

(via arohanvalue.blogspot.com)

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

Submitted by arohaninc on Wed, 2007-12-26 13:41. | Tags:
  • Stock Analysis
  • WSCI
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  • 3 points

Metal working and service industry in North America

(via arohanvalue.blogspot.com)

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

Submitted by arohaninc on Wed, 2007-12-05 12:33. | Tags:
  • Commentary
  • RS
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  • 5 points

Sterlite Industries - commodities and emerging markets play

(via arohanvalue.blogspot.com)

Sterlite Industries can be a attractively valued stock to consider in the intersection of two hot investing sectors: commodities and Emerging markets

Submitted by arohaninc on Mon, 2007-11-26 20:18. | Tags:
  • Stock Analysis
  • SLT
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  • 2 points

Real estate revival on (distant) horizon

(via biz.yahoo.com)

It may be time to rummage through the bargain bin of battered housing stocks

Submitted by arohaninc on Wed, 2007-11-14 19:12. | Tags:
  • Commentary
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  • 4 points

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