My Investment Thesis

Invest where growth is. Buy low, sell high - pretty simple huh... If it were that simple, I would have surely retired several years ago and sipping my martinis on a beach in Hawaii :-).

How do you know where growth is and if it is sustainable or not? What is cheap? What is value? It probably depends on lot of factors - macro, micro, sector, country and lot of other things. Setting aside all these things, for me it is all about identifying trends and investing in them. Here are some of the trends that I believe in:

1. Emerging Markets: I have believed in this trend for the last 2 years, and I still think that it is valid. I have invested in emerging markets with particular emphasis on BRIC (Brazil, Russia, India and China) . Other markets that I have invested include - Eastern Europe, Taiwan and Korea.

2. Alternate Energy: Demand for Oil is not going to come down. I guess we realize this everyday at the gas pump paying around $3.50/gallon. With the kind of growth that the emerging markets are seeing, and with China and India's insatiable need for Oil - what are the alternate sources of energy that seem viable? Nuclear, Solar , Wind, Bio-fuels

3. Storage Market: Does this need to be explained with the amount of data that we produce and consume everyday going up exponentially?

4. Virtualization of Hardware: Here is something on virtualization from VMWare - Virtualization essentially lets one computer do the job of multiple computers, by sharing the resources of a single computer across multiple environments. Virtual servers and virtual desktops lets you host multiple operating systems and multiple applications locally and in remote locations, freeing you from physical and geographical limitations. In addition to energy savings and lower capital expenses due to more efficient use of your hardware resources.

5. Trendy Devices (Niche Market): Have you seen the newly released Apple's MacBook Air? Way too cool. Same goes for iPod, iPhone, BlackBerry's and some more recent devices. It used to be that this kind of products were either cool and not functional or functional but not so cool. Not so any more and consumers are accepting these devices by droves. Even my 3 year old knows what an iPod is. This trend for cool niche products will only improve.

6. Realestate Investing: Domestic vs International ? Residential vs Commercial ? What are the trend here?

I will discuss each of these trends on separate posts.