Seeking Alpha

Sudhi Investor

 
ABOUT
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

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SNAPSHOT
  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Stocks - long
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LATEST STOCKTALK more »
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