Dronamraju Ravi Prakash

It's been a long time since i posted on this blog. I apologize.
Here's the changes in the past few months

• My picks have changed. I moved out of Nokia, Tivo, and more recently out of Netflix.
  
• Picked up Mama.com (sorry i had to follow the trend), Redhat, Juniper.
  
• Tried to get a decent % of portfolio into cash.
  

A lot of reasons for all the above moves. Hopefully, i can go into them in more detail