I am writing this with immense gratitude to all the followers of Value Investing India, who kept on questioning me about the different aspects of investing and help me improve. I wish you a happy new year and my apologies that I missed it by a week. The year 2018 was...
Here I'm collating few of the issues mentioned in Charlie Munger's talk on Psychology of Human Misjudgement . I have tried to present few of them for example and they are seriously from educational purposes . References for the text are Seeking Wisdom and Poor Charlie's Almanack Status quo where we take one stand and stick to it , just like if we are presented with...
II. The Whistle Benjamin Franklin (1706–1790) To Madame Brillon Click Image to buy book from amazon.com Reference : Autobiography of Benjamin Franklin I RECEIVED my dear friend’s two letters, one for Wednesday and one for Saturday. This is again Wednesday. I do not deserve one for to-day, because I have not answered the former. But, indolent as I am, and averse to writing, the fear of having...
The Gita: Chapter 3: "yajnarthat karmano ’nyatra loko ’yam karma-bandhanah tad-artham karma kaunteya mukta-sangah samacara "Work done as a sacrifice for Vishnu has to be performed, otherwise work causes bondage in this material world. Therefore, O son of Kunti, perform your prescribed duties for His satisfaction, and in that way you will always remain free from bondage."" 'via Blog this' ...
Charlie Munger attributes Berkshire Hathaway’s enormous success to this idea. “When you get a seamless web of deserved trust,” he once said, “you get enormous efficiencies. It’s what the Japanese did to beat our brains out in manufacturing: suppliers, employers, the purchasing company, management – all created a seamless web of deserved trust. It’s the same with good football teams. We are trying...
Never look for a perfect asset. If you are going to acquire a perfect asset then the whole world is going to bid for it and its a very easy calculation to understand value and then you have to keep outbidding the next bidder. So there has to be some chink.That asymmetry which you can recognize that is there today — an inefficiency...
A small but effective for youngsters:-- ...
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http://www.hks.harvard.edu/fs/rzeckhau/InvestinginUnknownandUnknowable.pdf http://www.hks.harvard.edu/fs/rzeckhau/InvestinginUnknownandUnknowable.pdf ...
Fundamental Analysis | Value Investing | Best StockMuch like value line ...
How do you manage Temple- ton India Growth Fund (TIGF)?TIGF is unique because it is one of the first emerging market funds that raise money from the local investors for the local in- vestors. We don't have too many such schemes. Other than this, all Templeton brand of schemes are managed in the same way.We search for value. To define value, we do...
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Well well well , finally I found time to write.. yes after a long time, and why not, I was getting married , so I ought to take a break. Ceremony was fine and everything went fine. But that's true, a lot has happened over the past few months. We will see how keep and hold strategy is holding my portfolio strong (this...
So much fuss about a simple issue over call charges.!!!Well we all are aware of the so many things happening in telecom space. First Bharti lost MTN deal and then Tata Docomo came up with one super cheap scheme and then TRAI trying to make a pay per second a mandatory stuff in every service provider's portfolio. But is there any scope for...
Date :- 30th September 2009P/E :- 22.90P/B :- 3.76Dividen Yield :- 1.00India Vix :- 25.27(Please click the image below to get full preview) Remember to go against the crowd.I know you know what I mean. As Mr. Buffet has once said:-"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right."Thanks,Ashutosh ...
Date :-14-Sep-2009P/E :- 21.66P/B :- 3.78Div Yield :- 1.06 ...
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Well this is a real great explanation of Inventory Turn and Profit Marging and I don't want to miss it by any means, that's why I'm adding it in my blog just for educational purpose.You can visit this article at http://www.fwallstreet.com/blog/189.htmUnderstanding the True Profit MarginBy Joe Ponzio on August 7, 2009 On the heels of yesterday's article, I received an e-mail from a...
Washington, DC Metro Station on a cold January morning in 2007. The man with a violin played six Bach pieces for about 45 minutes. During that time approx. 2 thousand people went through the station, most of them on their way to work. After 3 minutes a middle aged man noticed there was a musician playing. He slowed his pace and stopped for...
So after a long time, I’m here to write again. So what should I write about? After reading about so many market predictions and how to? recommendations I found myself confounded. Some say buy this sell that , other say “Still no signs of green shoots”. Me as a really small retail investor is apprehensive about every step because my mind is anchored...
