Investor with 21 years of experience

Value investor; managing Covestor portfolio for the past fiver years.

http://covestor.com/sreenivas-meka/long-term-value

ALL CONTRIBUTIONS

E Fear Not, Market Will Rebound
There are number of unknown fears and concerns that seems to spook investors lately. In my opinion, many of these fears are caused by the faulty reasoning and improper processing of the market data.
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E Calculated Risk And Measured Return With EMC
In early October computer maker Dell announced it will buy data storage company EMC for $67 billion. Under the deal Dell is going to pay $24.05 cash per EMC share and 0.111 share of VMWare tracking share.
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E Upside With United Insurance
With stock price at around $16, UIHC is trading at just 1.6 times the book value. Relative to its insurance peers United Insurance appears cheap by book value.
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E Health Insurance Merger Mania: Who's Next ?
Healthcare reform has significant impact in the entire health care sector. Here's the company I think will be the next acquisition, and what I think it will go for.
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E Intrinsic Value Of Yahoo
Being a 22% share holder of Alibaba, Yahoo is supposed to get all of the benefits of Alibaba ownership. Why is the market trading Yahoo downwards? How much is Yahoo truly worth after the Alibaba IPO?
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Comments

Latest Comments
Intrinsic Value Of Yahoo
2 years ago

Doing a detailed analysis on one of the popular equity. I will inform you once it gets published.

Thank you

In this article: YHOO, BABA
Intrinsic Value Of Yahoo
3 years ago

Thanks Mr.Winslow. The quick analysis I have done on Yahoo was due to special situation, that is Alibaba IPO. The analysis on Yahoo was summ of part business.

If you see seventy percent of the Yahoo valuation at that time (according to my view) was from its outside holdings. Fundamental Analysis addresses rest of the thirty percent or so of the Yahoo valuation which I did not want to go through. Because my sole intent was to express my opinion that Yahoo is worth more than its trading price.

In this article: YHOO, BABA
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Sreeni Meka
RT CharlesRAAII: Sir Isaac Newton thought he knew how to trade tulips; in the end, he didn't. No reason to think bitcoin is any different.
Sreeni Meka
KennethLFisher Very long time follower on Forbes. Have you separated from the Forbes?
Sreeni Meka
RT billmaher: Someone has to tell me how summer can retain its specialness if “stupid season” now runs all year round. billmaher: Someone has to tell me how summer can retain its specialness if “stupid season” now runs all year round. #PeakStupid #MakeSuless
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Work Experience

Education

University of Memphis
MBA
2004 / 2005
Finance
University of Texas at El Paso
MS
1992 / 1994
Mechanical Engineering

Publications