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Jeetay Letters

These are excerpts from letters written to the clients of Jeetay's PMS (Portfolio Management Scheme)

Bamboo Shoot Research

Spotlight

Week with “The Economist” (23rd January 2012)
By - Chandrakant Sampat and Niti Sampat-Patel
This is what we found interesting from the current issue of the “The Economist” (January 21st – 27th January 2012).

Week with “The Economist” (9th January 2012)
By - Chandrakant Sampat and Niti Sampat-Patel
This is what we found interesting from the current issue of the “The Economist” (January 7th – 13th 2012).

Investment Quote

Investment Quote for the day 4th February 2012
“On the stock market, optimism can kill you.” -Gerald Loeb

Articles

Feb

2012

Why Warren Buffet no longer fascinates me

Berkshire Hathaway, under Warren has thrived in an era of unprecedented printing of fiat currency.

Feb

2012

Ecological Niche: Tollbooth Strategy

“If the innovator succeeds, it will have a nearly impenetrable position.”

Feb

2012

The bankruptcy of ethics

What’s wrong with a “fantasy-based system”.