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Arohan's investing life

Arohan's investing life

http://www.arohanvalue.com

Investment blog with a value tilt

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  • Act Now – Site Going Members Only in 5 days

    Posted on Monday October 26th, 2009 at 14:06 in miscellaneous

    If you have not yet signed up for the AIL Premium service, make sure you do it today. Starting November 1st, Arohan’s Investing Life will become a members only site. Following is a list of the changes that you will see. All future and past blo...

  • Can Leucadia Profit from Capmark Bankruptcy

    Posted on Monday October 26th, 2009 at 10:39 in stocks, leucadia, capmark, distressed assets, berkadia

    As intrepid readers know, Leucadia National is one of the core holdings for the AIL Premium portfolio. And for a good reason. Leucadia and its principles have shown uncanny ability over the years to make opportunistic investments and profit from it. ...

  • Sterlite (SLT) Prices its Convertible Note Offering

    Posted on Friday October 16th, 2009 at 11:08 in stocks, bric, slt, sterlite

    Investors yesterday sold off on the news that Sterlite is making a convertible note offering of $500 million, convertible in the US listed ADS. Yes, convertible notes have a dilutive effect on the stock. Yesterday I also commented that the convertibl...

  • [Premium] August Trends Bode Well for Trucking and One of Our Holding

    Posted on Friday October 16th, 2009 at 10:52 in stocks, trends, premium

    Trucking trends are one of the key early indicators of the economic activity. This is probably not one of the most watched indicators but it does show the economic activity in the trenches. Best of all, this indicator is as close to reflecting the re...

  • Sterlite Industries (SLT) Pursuing Expansion

    Posted on Thursday October 15th, 2009 at 12:24 in stocks

    There are two bits of news today on one of my favorite emerging markets/commodities play. Sterlite Industries (SLT) plans to become the largest copper smelter in the world and has announced a 400 ktpa brownfield expansion project in India along with ...

  • Site Changing to Members Only Starting Nov 1

    Posted on Friday October 9th, 2009 at 13:59 in miscellaneous, note to readers

    This is a quick note for my readers to let them know that starting Nov 1, Arohan’s investing life will change to a members only site. I have taken this decision after a lot of deliberation. The fact is that it is unfair for my Premium members i...

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