Sunday, September 20, 2015

7 Buckets of Stocks

  • Aggressive Growth for counters with earnings growth of at least 15%
  • Cyclical names with compelling valuations
  • Special Situations stocks (buyouts/mergers /restructuring)
  • Asset Plays with large discounts to underlying assets
  • Steady Growth for those with a predictable steady stream of earnings growth
  • Moat counters with strong franchise and competitive advantage
  • Yield plays with high but sustainable dividends.

So which do you specialise in?

Tuesday, September 8, 2015

Pull marketing

today's world is not so conducive on push marketing but rather pull marketing. all of us are getting it every day: in facebook, twitter, instagram, whatsapp, wechat. and almost all of it are social in nature.

from seth godin:

Three changes in marketing

1. Advertising and marketing are no longer the same thing.
2. The most valuable forms of marketing are consumed voluntarily.
3. The network effect is the most powerful force in the world of ideas.
(The last assertion is based on the fact that culture changes everything about how we live our lives, and culture is driven by the network effect... society works because it's something we do together.)
Just about every big organization ignores all three.