Posted by adesigar on January 24th, 2008
So i decided to relaunch my blog as a new site. The blog used to be located at investingideas.wordpress.com. It took some time, but its finally up and running. I have moved over all my posts and comments from the old site. The blog design and organization is still in progress so you will notice changes to to it over the next few days/weeks.
Last year with the big run up in stocks, I could not find many new investment opportunities. With the recent market turmoil there are quite a few companies selling at great values again.
Posted by adesigar on August 26th, 2007
6 months without a post. Its time to dust off this site again. I thought i could start working on the blog back in February, but i was wrong. There weren’t enough hours in a day. I was wishing for 48 hour days. Things are finally settling down (fingers crossed).
Its also been 1 year since i started this blog so its time to lookback and see how i did.
Next Warren Buffett or Berkshire Hathaway - MKL/WTM/LUK/BAM are up SHLD/IACI are not. This is a very long term play so its no use looking at it over 1 year
What I got wrong
- Is Google’s domination about to end. - They took market share from most competitors and shares have increased 25%. I still don’t like the company’s moat so I still don’t like the stock.
- Investing in the Video Games industry - I was wrong on the game developers i picked. ERTS and Konami have barely moved.
- Time for a market correction - I was right about the market needing a correction. I was wrong about when it would happen.
- Whats next for Sears Holdings - I hoped SHLD was all Eddie Lampert would work on but i was wrong, he is starting a new fund to invest in Citigroup stock. I also hoped to see some acquisitions/investments using SHLD’s money which is currently being used for stock buybacks.
What i got right
- Ka-ching in on the dollars decline. - The dollar is significantly lower against most currencies
- Valuing Berkshire Hathaway - On Aug 23rd 2006 I said the B shares which were trading at $3100 are easily worth $4000. One year later and they last closed at $3995.
- Richest countries in the world - People seem to have taken a liking to Canadian Energy and Australian Mining companies this past year.
- Water the most important natural resource - A 25% increase in the water index says it all.
- Has gold lost its glitter - With all the market volatility that took place this year Gold should have shot up but it didn’t.
- Investing in the Video Games industry - Gamestop and Nintendo are both up substantially
How did I do? You be the judge.
Posted by adesigar on January 23rd, 2007
As some people may have noticed I have not posted for 2 months. We had a baby girl on Nov 12th 2006. She came a month early 
. With life returning to normal, watch for new articles in the coming days.
Diaper duty, sleepless nights
her beautiful smile
makes it all worthwhile
- AD
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