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Short Stories From The Stock Market (Available on Amazon) PDF Print E-mail
Written by Amit Kumar   
Friday, 04 October 2013 14:42

Short Stories

Short selling has been around since the 1600s when exchange-based trading began in Amsterdam; however, books on short selling are few and far between. Shorting stocks is not exactly the opposite of buying stocks, and risk analysis of investment ideas may not always detect clear signals to short. It takes more to uncover short ideas. Short Stories from the Stock Market presents a short selling framework that uncovers common themes behind falling stocks in order to find uncommon short ideas.

Short Stories from the Stock Market uses case studies to illustrate the short selling framework in practice. It draws upon examples from past research by Artham Capital Partners as well as research contributed by Off Wall Street, a short-focused independent research firm, based in Cambridge, MA, with a strong track record that spans two decades. The book illustrates how successful short investment theses are not based on the premise of high valuations, but rather on the problems with a company’s business model and its accounting practices. While buying low and selling high usually Amazon/ Google+/ Facebook/ Twitter

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Last Updated on Tuesday, 12 November 2013 22:06
 
Interview with Manual of Ideas PDF Print E-mail
Written by Amit Kumar   
Monday, 12 August 2013 09:01

How to Focus Your Research to Generate Compelling Long and Short Ideas

 

 

Last Updated on Monday, 12 August 2013 14:00
 
Completed 3 years in business PDF Print E-mail
Written by Amit Kumar   
Sunday, 13 May 2012 20:18

Bottom of the financial crisis in Mar 2009, BP oil spill in 2010, European crisis in 2011, and Jittery start of summer in 2012 - the markets have unceasingly provided learning opportunities in the last 3 years. I am thankful to some professors and great investors whose valuable experience and insight provided me with the compass to navigate unknown territories while researching the market and crises. Also, many thanks to my clients and friends for their show of confidence in me.

The highlights in these last three years have been: a small but strong client base, 33 published ideas, good performance track record, and a reinforced belief that focus  on good companies at good price is paramount to sustainable performance.

What lies ahead for me? I will keep raising the bar for the quality of research.  Once I focus on the quality of research, I stop worrying about the outcomes - a lesson from Gita that I try to apply to my work.

Last Updated on Sunday, 13 May 2012 21:35
 
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