All posts by myorbitx

George Soros on Financial Markets

In this valuable video, George Soros shares his lifetime learnings on Financial Markets. Some of the key messages are:
1. In business cycles, Earnings (EPS) rise will lead Valuation(P/E) rise, and Earnings (EPS) fall will lead Valuation(P/E) fall because investors tend to extrapolate the present into the future.
2. Whatever is known to the majority, can not create profits (competitive advantage).
3. Markets discount all the known things. The profits are in the unknown (events of the future), which are not yet discounted by the market.

George Soros on Financial Markets – Q&A

While this video is 5 years old, the content is still very relevant, and some of the implications and projections by George Soros have actually come true in last 5 years. The key point to note is that George Soros does not accept/agree with the Efficient Market Theory. While we can’t predict the future, it is possible to create scenarios and test them against the events as they unfold.

Open Society Foundations chairman and founder George Soros shares his latest thinking on economics and politics in a five-part lecture series recorded at Central European University, October 26-30, 2009. The lectures are the culmination of a lifetime of practical and philosophical reflection. Continue reading

A Poem on 12 Years of Relationship

celebrating-12years
Our good friend Vikas Sharma is back into writing poems after a long break. Here’s his latest poem, which celebrates 12 years relationship anniversary. Looking forward to more new poems.
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ye barah baras aapke saath ke
mere haath mein aapke haath ke

ye din aaj laayaa hai jo waaqyaa
wo din apni pahli mulaaqaat kaa

nigaahon mein aayi wo pahli jhalak
rahaa dekhtaa jisko roke palak Continue reading

Jobs: IT Services Management Job Opportunity in Ahmedabad, India

Sigma Infosolutions (www.sigmainfo.net) is a team of 250+ engineers and operates from California, Bangalore and Ahmedabad. We are expanding in Ahmedabad and looking to grow our team in Ahmedabad from the current level of about 50 engineers to 80 engineers. Over 90% of our clients are based in the US.

We are looking to hire a CTO/Practice Lead for our .Net practice to be based at our Ahmedabad office. He/she should have an experience of 10 – 18 years and should be fairly hands on with technology. Preferably having worked in a Software Product company and should have lived/worked in US for a few years. He/She will be managing a team of 40 engineers. We are looking at filling this role immediately. Contact: anubha [at] sigmainfo.net