Seeking Alpha

Sudhi Investor

I follow US markets and economy in general. Here are my ever evolving strategies on stock picking. They fall under 2 categories:event based & growth based. All of them have the same over-arching theme which is my conviction over reward(value)-to-risk assessment in an investment at a particular price. This is based on understanding of certain anticipated future events(some eg:debt financing event, re-capatilization event, other restructuring event, regulatory event like fda approval, clinical event, legal event, growth event) upon dd. In both categories investment is based on value, and on dd.

I run a concentrated portfolio (invest in a 4-6 stocks) and try to know all my holdings well, and I'm willing to be ...More

See Seeking Alpha's policy on anonymous authors.

  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Stocks - long
Currently, you have no company profile. Click edit to add a company profile.
Currently, you have no blog details. Click edit to add blog details.
Currently, you have no book details. Click edit to add book details.
MNTA is cheap if you factor in Copaxone launch in next 3 years and FOB partnership deal. Value of Copaxone itself >500m Oct 2, 2011