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Written by Amit Kumar
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Friday, 15 May 2009 00:00 |
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Artham Capital Partners LLC is an independent research and consulting firm, registered in New Jersey and New York. We currently provide independent research and consulting services to institutional clients (money managers, venture capital and other research firms). Artham offers independent research in a range of products from index products to equity/ credit investment ideas in US and India. In the longer term, Artham aims to be a one stop research solution for all asset classes investible in US and India. Our partners come from backgrounds in financial services, management consulting, and technology industry, and bring rich understanding of their industries. In analyzing ideas, we focus on the business model, and business fundamentals before analyzing their financial statements and condition. We believe in buying good businesses at a good price and exercising patience in terms of entering a desired transaction. While easier said than done, we fundamentally believe that consistent and right investment process is critical to profitable investment decisions, and outcomes take care of themselves over time |
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Last Updated on Saturday, 03 October 2009 16:27 |
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From the infrastructure americas conference 2009 |
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Written by Amit Kumar
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Tuesday, 12 May 2009 10:33 |
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Amid the current global slump, government investments in infrastructure, from a $48.1b provision for transportation in the $787b US stimulus bill to the $586b Chinese stimulus bill, present interesting investment opportunities. The recent Infrastructure Investment World Americas 2009 provided some good insights into recent trends and signals in private sector infrastructure investments. |
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Last Updated on Thursday, 14 May 2009 23:34 |
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Sun Micro: Put Spreads to Play Merger Arb? |
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Written by Amit Kumar
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Thursday, 14 May 2009 22:09 |
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IBM has been rumored to make a bid for Sun Microsystems (JAVA) ever since the tech boom in 2000. Big Blue made the right move by not overpaying for Sun, which then had a market cap of $50b. Since 2000, IBM has made a big bet on JAVA in their own products and service offerings and seen little cooperation from Sun in developing standards and plugging holes in JAVA. In ten years, JAVA platform is core to IBM’s $12b + revenues from middleware and WebSphere suite and another few billions in services revenues. |
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Last Updated on Thursday, 14 May 2009 22:17 |
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