2010 has been a year of learnings, discovery and a year of some good calls and some not that good. Watching firecrackers (tax money blow up in front of my eyes in all directions) bring in the new year, it is a time to reflect and rejoice the year that was. The year has taught me the true meaning of patience and what in reality it means to keep moving and not to settle for anything less than your dreams. I have discovered new cities, new cultures and a new lens to my own origin.
I couldn’t stay away from the time of the year when people make lists and rankings. Two good calls that I made last year have been IMAX and SPRD. I couldn’t be happier to see IMAX lead the charge on the last trading day of the year. The stock has more than doubled in less than a year. SPRD has also moved 3 times from the beginning of the year. A good lesson from a trade carried from last year is to walk away from speculative acquisition plays. Picks for next year include small / mid cap companies with IP in mobile space, internet commerce company and constant search for companies trading below book value. Starting the year with the thought that what the future holds for me depends on what I hold for the future.
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