tag:blogger.com,1999:blog-7004453.post1226638368229101086..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: The costs of investingRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7004453.post-63327125926242527022016-11-03T13:34:14.470+05:302016-11-03T13:34:14.470+05:30Hi, great article on investment. I am a prospectiv...Hi, great article on investment. I am a prospective investor and was wondering, is cibil score important for investors as well because it is a dreaded word in the borrower’s community?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-79733843330837131882014-09-23T21:08:42.811+05:302014-09-23T21:08:42.811+05:30Hi Rohit!
Have you analysed stocks such as Mothers...Hi Rohit!<br />Have you analysed stocks such as Motherson Sumi, HDFC Bank, Blue Dart and Mahindra Ugine. I have held them for a few years now, but am slightly uncomfortable with the current valuations.<br />Any analysis would be immensely helpful.<br />Thanks!<br />- KunalAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-50892044851388170632014-09-06T18:10:51.577+05:302014-09-06T18:10:51.577+05:30hi Rohit
How much time you spend on "investi...hi Rohit<br /><br />How much time you spend on "investing" ??<br /><br />Regards<br />ShaileshShailesh Naikhttps://www.blogger.com/profile/01310675711209666006noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-89619276099493390232014-09-04T02:49:31.149+05:302014-09-04T02:49:31.149+05:30hi anon
yes ..etf are often better than mutual fun...hi anon<br />yes ..etf are often better than mutual funds. agree with that point<br /><br />I am not paid by nhb or anything of that sort to defend them, but why is it crap ? it is weighted data for an area ? its like an index - something is overvauled and something is undervalued.<br /><br />going around city and find a good deal is liking looking for a good stock. if you work hard and do it well, the rewards are high. but that does not mean some people will not make below average returns just like the stock market. ofcourse some of those people will be blissfully be unaware of it<br /><br />Rohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-36130816285940093792014-09-02T09:39:27.927+05:302014-09-02T09:39:27.927+05:30what i mean is it is better to put ETF ahead of mu...what i mean is it is better to put ETF ahead of mutual funds since the latter lag most of the time and picking well managed one is too risky (how about fund manager changing job for eg - he or she wont inform you before leaving)<br /><br />i have seen the locationwise weighting by nhb. it is better to look around the city and enquire prices from the builders / brokers and feel rather than take nhb crap.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-35771031183539082492014-09-02T06:38:41.009+05:302014-09-02T06:38:41.009+05:30hi anon
there is never an assurance in investing. ...hi anon<br />there is never an assurance in investing. that's why its called risk !!! even an FD has inflation risk.<br /><br />on NHB data, its a weighted average data of the market. its better than hearsay or what brokers or builders or local paanwala is telling us<br /><br />Rohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-25714663677785944672014-09-02T06:36:45.855+05:302014-09-02T06:36:45.855+05:30Hi ashish
on the topic of writing more - time cons...Hi ashish<br />on the topic of writing more - time constraints :( is the main reason<br /><br />on your second point, yes investing in self has the highest ROE especially if you are passionate about it. in the end, it also not about making the most money isn't it ? who wants to be the richest man in the grave. I would rather do something I love than do it just for the money<br /><br />that's true for a profession too. ofcourse if you are financially independent, you can risk doing the right thing than what is perceived as right<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-23696733752848576582014-09-02T06:34:10.933+05:302014-09-02T06:34:10.933+05:30hi vikas
thanks for commenthi vikas<br />thanks for commentRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-80919542294487311242014-09-02T06:34:03.839+05:302014-09-02T06:34:03.839+05:30hi vikas
thanks for commenthi vikas<br />thanks for commentRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-4223057902650934812014-09-01T16:28:48.496+05:302014-09-01T16:28:48.496+05:30There is no assurance that a mutual fund will outp...There is no assurance that a mutual fund will outperform ETF even the one well managed in the past. That rules out picking mutual fund and also HDFC. <br /><br />It is surprising to see Bangalore index moving up only 7% in 7 years. NHB must review before publishing. <br /><br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-69058363243063816542014-08-29T01:17:39.037+05:302014-08-29T01:17:39.037+05:30Rohit
nice post as always. great food for thought....Rohit<br />nice post as always. great food for thought.can your readers humbly request you to be a little more frequent :)<br /><br />if I remember correctly, in one of your earlier posts, you talked about option of investing in self, that is investing of time or even capital to add/improve upon one's skills at work.in long term one has high chances to get above average results with perhaps lesser degree of volatility.<br />but again implicit costs are many and not all of them are known.<br />e.g. you won't necessarily want to do the correct thing but do what is "perceived" to be correct. that is a cost in itself.<br />don't know if I sound confusing.<br />if you are still reading, tell me what do you think?Anonymoushttps://www.blogger.com/profile/17335935391399423377noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-46067684630574159452014-08-28T10:04:37.524+05:302014-08-28T10:04:37.524+05:30Thanks Rohit for covering an important aspect of i...Thanks Rohit for covering an important aspect of investing. <br /><br />You're right we tend to overlook the opportunity cost which is very important as we only have limited time.<br /><br />I like what you said about PMS returns.."who knows" :-)Vikas Ranahttp://www.ourpursuitofperfection.comnoreply@blogger.com