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Our stock picks in diagnostic testing, robots and 3D printing
Here are three revolutionary long term trends we introduced in August 2011.
Manager Commentary Riddhi Ruparella on 12 May 2012
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How we reshuffled our model to focus on the winners
Our focus in first quarter has been to concentrate only on the best companies going forward and avoid chasing marginal opportunities.
Manager Commentary Riddhi Ruparella on 12 Apr 2012
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SodaStream: A smart move for the patient investor
As first quarter earnings came out, most of our companies continued to show tremendous success in their businesses.
Manager Commentary Riddhi Ruparella on 19 Mar 2012
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Gaining confidence in these top holdings
We moved money out of Apple (AAPL) and Intuitive Surgical (ISRG) to buy more of holdings in our favorite companies like SodaStream (SODA) and QlikTech (QLIK).
Manager Commentary Riddhi Ruparella on 16 Feb 2012
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There are some fire-sale prices in the market now
Almost all of our holdings announced Q3 results in October and November and most of them beat Q3 guidance and raised forecasts for Q4.
Uncategorized Riddhi Ruparella on 9 Dec 2011
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Some Chinese stocks are now extremely attractive
Skepticism regarding accounting practices has brought down these strong names along with the weaker.
Manager Commentary Riddhi Ruparella on 7 Nov 2011
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We're selling large-caps in favor of smaller stocks
Upside stock price potential now looks not as strong in the large-caps as some of the smaller companies that can grow at a high rate for as long as a decade from now.
Manager Commentary Riddhi Ruparella on 22 Sep 2011
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