Everyone is curious to know what Warren Buffett would do with the cash pile of $55 billion sitting in Berkshire Hathaway.

Probably Buffett is not happy with the valuation of the companies as the Bull Run is helping several stocks to move up the ladder. This may be the main cause of worry for the value Investors and hence Buffett is not using the huge pile of money for investing. Buffett has a history of patience and discipline when it comes to investing the company’s cash. He has a unique record in investing and he is the living legend of value investing who never holds much cash in hand.

Buffett usually limits his exposure to Old Economy stocks. As for why Warren Buffett doesn't invest in technology, the Oracle himself explained this in detail way back in the year 1999. Buffett made the "I don't understand" remark when asked about why he was not investing in Technological companies. After shunning the entire tech sector for the majority of his career, Warren Buffett suddenly picked up stakes in IBM in the year 2011 for his company, Berkshire Hathaway. Probably Buffett was advised by his close advisors to pick up a stake in IBM. Times are changing now and we will not be surprised if he invests the cash in emerging technology. However he would stick his guns on other issues such as management quality and valuation.

If you want to invest like Buffett then it is necessary for you to keep track of our next monthly meet. We are a staunch follower of Buffett on several issues but we do invest in technological revolution for the simple reason that emerging businesses, particularly driven by technology, have created colossal wealth for their shareholders. For example TCS is more valuable company compared with ITC,RIL, ONGC and Hindustan Unilever. In fact TCS is the most valuable company today in the Indian bourses though it has a limited listing history. ITC’s m-cap as on Friday is about 2.75 lakh crore while that of TCS is close to 4.85 lakh crore.

ITC is a 103 year old company which has diversified presence in cigarettes, hotels, paperboards & specialty papers, packaging, agri-business, packaged foods & confectionery, information technology, branded apparel, personal care, stationery, safety matches and other FMCG products.  The 81 year old Hindustan Unilever has interest from food & beverages to home & personal care which are part of everyday life. With several decades of presence in the business, strong balance sheets, set business models, brands developed over years and above all, ability to grow at rapid pace, these companies are lagging behind TCS as they do not have technological advantage. Even in US companies such as Google, Apple and Facebook command premium over the old generation companies such as GE and Ford.

If you have missed TCS or Infosys you do not have to worry now. We are living in exciting times and hence it is possible to accumulate wealth using the new generation companies. The array of incredible advances in science and technology should give us a better return to our portfolio than ever before. As informed by Robert F. Kennedy we are living in exciting time and we have to dream the mission impossible.

Right now business people are betting their money in the E-Commerce business. Ratan Tata, Azim premji and NRN are trying to milk as much as possible from the E-commerce space. In fact, behemoths like Amazon and eBay are stepping up their efforts to deliver goods on the same day, even on a Sunday. Eventually, Amazon founder Jeff Bezos envisions unmanned drones bringing products to our doors is creating flutters in the minds of retailers.  This could be the final nail in the coffin of traditional bricks-and-mortar stores.

In this exciting time we have to make use of the technology in a simple way and dream big. If we want to fulfill our mission impossible dreams then we have to use the opportunities which we spot. It is time we can take the cues from these great business minds and participate in the ecommerce space.  In our next meeting session we are going to outline how we can profit from the ecommerce business. This is well suited for long term investors and it may be similar to investing in Infosys in the early 90’s which has returned a mindboggling 1000 times on its investments. Are you ready for the game?  Please use the following link to give out your name for participating in the monthly meet to be held in Chennai on 31^st August 2014.The session will start at 5 PM sharp and the gate will be closed beyond that. Even if you live outside Chennai you can use our ideas to your benefit. You would receive more details on the same before this weekend. This meet is open only to the members as it is a special meet of the year (or should we say the decade?)! You can join us by becoming the members but please avoid the last minute rush as other smart investors may have snapped the seat.

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PS: Please read the disclaimer before investing any money in our ideas.