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Sunil Shah's  Instablog

Sunil Shah
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A fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He... More
My blog:
whitemansnumbers.com
My book:
White Man's Numbers
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  • WDC versus SNDK the zero sum game...

    I just drew a 1 yr chart of wdc and sndk, the two rivals for storage media, one HDDs the other flash.

    It’s a zero sum game. One wins at the expense of the other. The underlying need for some storage medium cannot be disputed.

    Yet the charts are virtually identical.

    How irrational can a market get?

     

     please post 1yr graph of wdc versus sndk


       

     

    Jun 08 3:49 PM | Link | Comment!
  • CRM's acquisition of Radian
    CRM acquisition: hmm let's see, as a % of market cap it represents 2% of CRM's.  And CRM GAAP earnings fall from 60c to 54cents, or 10%. Ming boggling! disclosure short.
    Tags: CRM
    Mar 30 10:23 AM | Link | Comment!
  • CRM short. 10% up tomorrow, further into the cloud or 30% haircut into the deep blue sea?

    Does anyone else feel they make the best investment decisions when real life is falling apart, when the sun might never shine again. AND it is thus entirely because of one's utterly incomprehensible mistakes?

    I do.

    Hence by irrefutable logic, CRM is down a heap tomorrow after earnings. Wont raise guidance again, trading mojos are fleeing cos the graph is sinking. (something about trendy trendlines, I gather...)

    Real world could not get worse. Nadir today and time to swim out of the swamp.

    "Yeah!" as a dear exfriend said.
    Tags: short crm
    Feb 24 11:46 AM | Link | 1 Comment
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  • $HLF last qtr mgmt pumped the stock before horrible earnings. This qtr they are mum. depicts extent of disappointment in the offing...sell
    1 day ago
  • $CRM Marc-bend-my-ear-off wows psychophants again with his superlatives. Enough to make one lose faith in rational capital marekts. ouch
    1 day ago
  • $EBIX Fidelity FMR ups their stake from 8.4% to 10.7% as per latest filing. We are on a short squeeze from Nirvana now...21 days short ratio
    Feb 17, 2015
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