Comments on: About http://bitsbusiness.com Seeking value in Business,Technology & Life Sat, 25 Jun 2016 03:32:50 +0000 hourly 1 https://wordpress.org/?v=4.0.37 By: Hari http://bitsbusiness.com/about-2/#comment-2425 Sat, 12 Dec 2015 06:57:37 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2425 Thanks for the note Arun and good luck

]]> By: Arun Sampathkumar http://bitsbusiness.com/about-2/#comment-2414 Mon, 07 Dec 2015 17:04:09 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2414 Hello Hari,

First of all, a huge thank you for all the blogging and podcasts you do. It really helps a beginner like me to understand investing concepts. I am a recent graduate who started a career and have always had this curiosity to explore stock investing. Now that I am earning my own money I was looking to get into investing world and I found The Investors Podcast and you. Now I read your blogs and listen to TIP every day and I felt your work needs to be appreciated. Please take this emoticon as my token of thanks :-) and keep up your work.

Thank you.

]]> By: Hari http://bitsbusiness.com/about-2/#comment-2103 Thu, 08 Oct 2015 15:26:56 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2103 Thanks Monty.

]]> By: Hari http://bitsbusiness.com/about-2/#comment-2102 Thu, 08 Oct 2015 15:26:34 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2102 Horsehead is facing two challenges in my opinion. 1. Liquidity and 2. Execution. It will take time to sort things out but the management is confident of maintaining liquidity during this period.

]]> By: Monty Bains http://bitsbusiness.com/about-2/#comment-2038 Sat, 03 Oct 2015 16:59:13 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2038 Any thoughts on your perspective on Horsehead? The thesis the risk /reward and any reasons the position hasn’t been increased with the current market cap share price?

]]> By: Monty Bains http://bitsbusiness.com/about-2/#comment-2037 Sat, 03 Oct 2015 16:56:43 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-2037 Please keep up the great work
especially like the notes from
Pabrai’s meeting.

]]> By: Hari http://bitsbusiness.com/about-2/#comment-1936 Fri, 25 Sep 2015 04:51:26 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-1936 The meeting was held on Sep 12th 2015, this was the first time we saw representation from one of the portfolio companies. I believe this was an exception.

]]> By: Newt http://bitsbusiness.com/about-2/#comment-1917 Wed, 23 Sep 2015 23:30:04 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-1917 Thanks for publishing detailed notes of this meeting. Two quick clarifications would help.

– When exactly did this meeting take place?
– Does he usually invite management team of his portfolio companies? (One of the questions in the Q&A was answered by the CFO of Horsehead Holdings.) Was there any other representation from other portfolio companies?

]]> By: Hari http://bitsbusiness.com/about-2/#comment-1667 Sat, 05 Sep 2015 18:51:02 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-1667 Thanks Nagaraj for your kind words and encouragement. appreciate it.

Thanks
Hari

]]> By: nk http://bitsbusiness.com/about-2/#comment-1663 Sat, 05 Sep 2015 06:30:38 +0000 http://bitsbusiness.wordpress.com/?page_id=1#comment-1663 Hello Hari,

loved your interview on investor podcast. Your comments on Black Swan book were particularly insightful.

Keep up good work.

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