The Asif Khan Blog

17/08/2020

Have been meaning to write on this subject for a long time. In the last couple of years, I read a lot on startups and entrepreneurship and always wanted to share details of some of the names that I liked.

I was late to the startup game. Ever since I graduated in 2008, my world revolved around investing in public equities and I spent most of my time learning how to be a better investor in the public …

19/04/2019

//s.imgur.com/min/embed.js As a lot of my readers know, I love reading books. I have also mentioned previously that, over the years two things happened to my reading list. First, I read less of fin…

03/04/2019

The key lessons I had to unlearn when trying to invest in early stage companies.

Source: unsplash.com I have been involved with stock markets for more than 10 years. Over the years, I learned that a lot of commonly held beliefs can be misleading. For example, one of the first t…

01/03/2019

Look back at the start of EDGE AMC Limited and EDGE Research & Consulting Limited.

In my last post written yesterday, I discussed about the decision to quit my job to start two companies. Now I will discuss the two businesses that we have started, EDGE AMC Limited and EDGE Resear…

28/02/2019

After a year I have decided to come out of hibernation and start writing once again on my blog. This post discusses my reasons for quitting my job and trying entrepreneurship.

The last post I made on this blog was on February 2018 which is almost a year ago. The longest stretch of time without a single post on this blog. I wish I could say that I was too busy to write, b…

23/02/2018

A brief essay on portfolio strategies and their evolution.

Q: What happens when you add a risk free security with the efficient frontier? A: You get the capital market line (CML). Theoretically you can choose the right mix of risky and risk free assets to…

19/02/2018

In this post we take a look at why some of the interest rate indicators are not relevant in current conditions. We also try to understand how theory explains the relationship between interest rates and stock prices and how the practical world can differ from the theory in certain periods.

Tracking interest rates in Bangladesh is no easy task! Banking sector developments have dominated newspaper reports for the last few years. Although non-performing loan formation took the spotlight…

16/09/2017

Some thoughts on the role of cash in our portfolios.

I have agonized over the role of cash in stock portfolios for long. Often I felt that I should have some cash at all situations because market throws some very attractive opportunities from time to…

16/09/2017

A quick refresher on cash flow and net profit

One of the first thing we learn about investing is the price to earnings ratio. Analysts spend a great deal of time trying to forecast earnings and whether companies meet analyst expectations of ea…

04/03/2017

Looking at companies through different lenses can often lead to different and surprising conclusions. Here is one such example.

Just as stocks can be undervalued, so can products.

04/03/2017

http://asifkhan.info/2017/03/04/undervalued-stock-vs-undervalued-product/