Themes I will run if I winby BEAS on May 6th, 2008 at 2:11 pm |
For those who doubt my clarity or vision to run a tabbed blog. Here is a glimpse of what is on the offer
1) In depth review of all the Indian ADRs to build some portfolio in emerging economies once market tanks there in few months
2) In depth review of technology upcoming areas - wireless USB, MediaFLO ( or European counter part), ad based mobile content and companies which can benefit from it
3) Next generation datacentres and impact on firms
4) Semiconductors… A multiyear bottom or end of processor based computer selling cycles….
5) Annual/Quarterly reports review - 100 word version of annual reports of top 50 tech firms in USA. Seeking alpha has made even post report conferences transcript free online. So maybe even titbits from those
6) Retail - Another favorite sector of mine..should u buy Tesco or Target..who is poised for growth to be next Walmart in the global economy..or maybe it is metro
This is what I had in mind for next 3 months.
Think and vote…`You want thoughts to expand ur thinking about financial stocks or just another quick buck quack










I’d suggest you explore some of those themes in the Peeg, BEAS.
Sounds promising!
May 6th, 2008 at 2:47 pm