Act Now – Site Going Members Only in 5 days (0)

10/26/09 •

If you have not yet signed up for the AIL Premium service, make sure you do it today.
Starting November 1st, Arohan’s Investing Life will become a members only site. Following is a list of the changes that you will see.

All future and past blog entries will be protected and will only be accessible to registered  [...]

Can Leucadia Profit from Capmark Bankruptcy (0)

10/26/09 •

As intrepid readers know, Leucadia National is one of the core holdings for the AIL Premium portfolio. And for a good reason.
Leucadia and its principles have shown uncanny ability over the years to make opportunistic investments and profit from it. Capmark appears to be a case in point, and although all is not said and [...]

Sterlite (SLT) Prices its Convertible Note Offering (0)

10/16/09 •

Investors yesterday sold off on the news that Sterlite is making a convertible note offering of $500 million, convertible in the US listed ADS. Yes, convertible notes have a dilutive effect on the stock.
Yesterday I also commented that the convertible note offering is being done to finance an expansion project and as long as the [...]

[Premium] August Trends Bode Well for Trucking and One of Our Holding (0)

10/16/09 •

Trucking trends are one of the key early indicators of the economic activity. This is probably not one of the most watched indicators but it does show the economic activity in the trenches. Best of all, this indicator is as close to reflecting the revenue trends at one of our holdings as you can possibly [...]