Punit Kumar's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/232995/comments http://seekingalpha.com/article/93028-why-core-inflation?source=feed#comment-240775 240775
There are many inflation deflators used to underestimate inflation if you use CPI as inflation indicators. For example, 1) Hedonistic adjustments
2) Using Substitution pricing 3) using rent equivalents for housing.

Also, many costs including medical costs, cost of college education, tuition, fees, books etc are under-represented in calculation of CPI.]]> Thu, 28 Aug 2008 09:41:17 -0400
There are many inflation deflators used to underestimate inflation if you use CPI as inflation indicators. For example, 1) Hedonistic adjustments
2) Using Substitution pricing 3) using rent equivalents for housing.

Also, many costs including medical costs, cost of college education, tuition, fees, books etc are under-represented in calculation of CPI.]]> http://seekingalpha.com/article/58242-the-long-case-for-fidelity-national-information?source=feed#comment-217974 217974
I like FAF, Fiserv (their competitors) better. Even though, these are good businesses in the long-run. They are down due to real estate markets. Finding honest management is hard.]]> Tue, 29 Jul 2008 23:32:00 -0400
I like FAF, Fiserv (their competitors) better. Even though, these are good businesses in the long-run. They are down due to real estate markets. Finding honest management is hard.]]> http://seekingalpha.com/article/85914-what-you-can-and-can-t-learn-from-warren-buffett?source=feed#comment-215246 215246
As for investment success, one of the best thing about WB is his ability to realize businesses with stretegic advantage over their competitors (economic moats) and then making large bets on those businesses. ]]> Sat, 26 Jul 2008 18:10:58 -0400
As for investment success, one of the best thing about WB is his ability to realize businesses with stretegic advantage over their competitors (economic moats) and then making large bets on those businesses. ]]>