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varunfriend  Varun

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  • batbeer2 2013-10-25 11:36
    varunfriend : Batbeer2 ... since you are in the netherlands, I was wondering if you can share something about Van Lanschot. Interesting blog about them can be found Hi Varunfriend, What can I say.... everything in that article is true. Van Lanschot is a well managed and long-established bank here in NL. A niece of mine has been working there for a decade or so and she's very proud of the culture. Shame on me, I didn't even know the company was publicly traded. I would say it ...

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  • varunfriend commented on The Science of Hitting's article 08-23 21:10
    Updating My Thoughts on Walmart
    It’s been a bumpy ride in the 2½ years since I first wrote about Walmart (WMT) on GuruFocus. From a starting price of ~$75 per share in January...
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    varunfriend 08-23 22:09
    • Nice article SOH .. I bought WMT in May of 2010 and have held on to it ever since. I bought some more when it hit low 50's but overall i have an 8% CAGR to show w dividends reinvested in over 6 years. S&P meanwhile notched 2.5 times the gain in the same time.

      I am not worried though. Although retail is extremely competitve, WMT has a clear competitve advantage that it continues to invest in. As the market gets more competitive, other players will be hurt much earlier than WMT would - esp by Amazon. IMHO there is enough room for AMZN and WMT to gain from all the others and at current valuation I prefer WMT to AMZN. Its a simple thesis, we'll see how it works out.
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