So, I was reading a really good McKinsey report on the Cell Phone Market in India (possible investment thesis). The gist of the matter is India is underpenetrated in cell phone usage relative to other BRIC countries, especially China. Wonder why Google, Facebook, and others are so intetested in cell phones- read the article: https://www.mckinseyquarterly.com/Marketing/Digital_Marketing/Can_India_lead_the_mobile-Internet_revolution_2746
In another interesting development, Warren Buffett gets the Presidential Medal of Freedom from the White House. The article has a few interesting investment stories:
http://www.cnbc.com/id/41604412
I hope everyone is having a good week and I would love to hear any thoughts about these articles.
As always, on any company mentioned here, past performance is not a guarantee of future returns. One should research any investment and make sure it is suitable with your objectives, risk tolerance, risk profile liquidity considerations, tax situation, and anything else pertinent to your financial situation. Also, the CFA credential in no way implies investment returns will be superior for any charterholder.
Yale Bock, CFA
President, Y H & C Investments
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