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Showing posts from March, 2009

Some old 2008 financial crisis explanations

1. This one was one of the first after the initial mortgage crisis - When the bubble burst Duplicate link: The cost of financial ingenuity 2. A more recent and specific theory - Recipe for Disaster: The Formula That Killed Wall Street However, note one of the comments here which points out that a more appropriate title would be "the IMPROPER USE of this formula by less qualified I-bankers that destoryed Wall Street." The reason for highlighting this article though is the line on page-4: "But in the CDO market, people used the Gaussian copula model to convince themselves they didn't have any risk at all, when in fact they just didn't have any risk 99 percent of the time. The other 1 percent of the time they blew up. Those explosions may have been rare, but they could destroy all previous gains, and then some." 3. Unrelated but interesting - How Porsche hacked the financial system and made a killing

Rakesh Jhunjhunwala's portfolio (source:Outlook-Profit Feb-2009)

The two lists in the table below are unrelated but given together to save space. Some random low P/BV stocks (source:Again Outlook-Profit Feb-2009) RJ's stocks ashapura-minechem-ltd AGROTECH FOODS Ashok-Leyland-Ltd ALPHAGEO Balaji-Telefilms-Ltd aptech-ltd bharati-shipyard-ltd autoline-industries-ltd Birla-Corporation-Ltd BEML chennai-petroleum-corporation-ltd bhushan-steel-ltd deepak-fertilizers---petrochemicals-corp.-ltd BILCARE emco-ltd CRISIL Finolex-Cables-Ltd dwarikesh-sugar-industries-ltd gitanjali-gems-ltd Garware-Wall-Ropes-Ltd graphite-india-ltd GEOJIT FINANCE great-eastern-shipping-company-ltd GEOMETRIC SOFTWARE Gujarat-Fluorochemicals-Ltd HINDUSTAN OIL EXPLORATION gujarat-state-fertilizer---chemicals-ltd indage-vintners-ltd Inox-Leisure-Ltd infomedia-18-ltd J-K-Cement-Ltd ion-exchange-(india)-ltd Kirloskar-Ferrous-Industries-Ltd JB CHEMICALS AND PHARMA KLG-Systel-Ltd kajaria-ceramics-ltd kolte-patil-developers-lt

Wix installer API

http://sourceforge.net/projects/wix/ Pros a. The most comprehensive and customizable approach – used by MS extensively, to deploy Office 2007 etc b. Will give a seamless UI consistent with all Microsoft installations and a fully customizable look and feel – logos, backgrounds etc Cons c. Version 2.0 is stable and used by Microsoft but only works with VS2005 d. Version 3.0 is beta and works well with VS2008 but one of the core tools we need – heat.exe – lacks support and documentation since the developer left Microsoft :) But I can overcome this by writing the tool myself, it’s not very complicated. e. Wix in general, and version 3 in particular, are very poorly documented and implementation will definitely involve time – 2 weeks at a minimum. http://www.dalun.com/wix/default.htm covers calling InstallUtil.exe and how to Create a Website and Virtual Directory walkthrough http://www.codeproject.com/KB/install/WixTutorial2.aspx

TFS merge and branch

"Regarding code merging, we have created new folders/projects under 5.1.0.10 branch. These folders do not exist in the main XYZ2 branch. We are unable to do “merge” because merge is only if a file/folder is an offshoot of the branch. If you add these folders into the main branch manually, then connection between main branch and 5.1.0.10 branch is lost. Is there a way we can resolve this issue? Please let us know..." - In this case, you would have to do a “branch” from 5.1.0.10 to back XYZ2, not a merge. (You can specify the exact target location in XYZ2 while branching) That way, you will have a connection back to 5.1.0.10 from XYZ2. Merge is typically when you’re merging changes from one branch back to the trunk. Here, there is no trunk to merge with. - PS: This could possibly also be done to merge code across different branches of a trunk