tag:blogger.com,1999:blog-7004453.post2525125928894650825..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Degree of difficulty does not countRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7004453.post-49898660879843655102009-04-24T06:28:00.000+05:302009-04-24T06:28:00.000+05:30Hi hiten
there is definitely more money in solving...Hi hiten<br />there is definitely more money in solving difficult problems sometimes. however my point is this ..in a bear market when there are simple ideas around and one plans to buy a limited no. of stocks for the portfolio why worry with difficult problem.<br />as i said, there is subjectivity in it. a difficult problem for everyone could be a simple one for you due to ones background training etc. in that case there are good returns to be made<br /><br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-39693266416576445962009-04-24T01:32:00.000+05:302009-04-24T01:32:00.000+05:30Hi Rohit,
I read your blog regularly and I genera...Hi Rohit,<br /><br />I read your blog regularly and I generally like your thoughts on a subject.<br /><br />But for this particular post, I beg to defer with the heading of the post "Degree of difficulty does not count", I believe it does count. <br /><br />Many people will be solving a simple problem (and hence the there would be less mismatch in valuation to intrinsic worth), but very less will be interested (or rather successful) in solving a complex problem (leading to high mismatch in valuation, and higher returns). <br /><br />An example I can think of is the value of Reliance Industries before the Ambani split and after Ambani split.<br /><br />But I do agree with the core idea of your post i.e. if there are many simple problems to solve and earn decent returns, then why bother with complex problems.<br /><br />Cheers,<br />Stock Enthusiast<br /><br />http://india-votes.blogspot.com/index.htmlhitenhttps://www.blogger.com/profile/16306480232151354288noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-24880913130736785462009-04-22T11:57:00.000+05:302009-04-22T11:57:00.000+05:30Rohit,
Very true. Why bother with something very ...Rohit,<br /><br />Very true. Why bother with something very complex, when there are other opportunities. <br /><br />TIPincome.portfoliohttps://www.blogger.com/profile/06576906956732153866noreply@blogger.com