asif's story links
Getting Ready To Strangle ICICI Bank
A neutral strategy to take advantage of the recent run on India's largest private bank ICICI (IBN).
NetSuite: Another Hot Tech IPO?
After the highly successful VMware IPO last week, which saw the price of the stock nearly double in just two trading sessions, it appears that tech IPOs are hot once again and there are some interesting ones that are currently in the pipeline.
Looking Back At Two Years
Reflecting upon two years of learning, wins and losses, blogging and operating an investment website.
Getting Ready To Strangle Apple
Can the Apple iPhone take market share from RIMM's Berrys? A market neutral strategy applied to the earnings of these smartphone makers.
An Interview With Tata Consultancy Services
Tata Consultancy Services (TCS) is the largest Indian IT services company with annual revenue that exceeds the revenue of Wipro (WIT) and Satyam Computer Services (SAY) combined. This is an interview with Surya Kant, Vice President and Head of American Operations at TCS.
Imitation, The Best Form of Flattery?
A trading website expects its subscribers to pay for ideas and content that appears to be reproduced from a free newsletter.
Nautilus Short Squeeze Loses Steam
Some thoughts about the 2006 results for this fitness company and highlights from the conference call.
SINLetter February 2006
A detailed discussion of a long/short strategy as applied to closed-end funds and a brief analysis of Irish medical research company ICON plc.
Special Dividends
A discussion about Health Management Associates' decision to ward off a private equity takeover by declaring a $10 special dividend and a brief discussion of special dividend taxation.
A Merger Arbitrage Opportunity
A risk arbitrage opportunity in the all cash acquisition of St Joseph Capital Corp by Old National Bancorp that could yield an annualized return of 26%.
Ten Stocks For 2007
As investors rebalance their portfolios for the New Year, I figured it would be a good idea to share the list of ten stocks that are currently at the top of my watch list.
Profting From Special Situations
According to academic research, special situations like stock splits, special dividends and spin-offs could provide fertile hunting grounds for investors.
The Effect of Housing Weakness on Mortgage Lenders
A closer look at the one of the largest mortage lenders Countrywide Financial in a challenging housing market.
Coinstar Costs A Pretty Penny
With declining earnings and low margins, this coin counting company appears to be grossly overvalued.
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