tag:blogger.com,1999:blog-7004453.post564710041162911542..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: The advantages of part time investingRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7004453.post-6129791724195822662012-01-29T19:40:54.768+05:302012-01-29T19:40:54.768+05:30Thanks Rohit for another good article.
Knowing yo...Thanks Rohit for another good article.<br /><br />Knowing you, I'm sure you can still follow these principles even if you pursued Investing Full time.:-)<br /><br />VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-54598268954400403112012-01-28T17:55:42.584+05:302012-01-28T17:55:42.584+05:30Hi lucky
thats the key - emotions. look at how man...Hi lucky<br />thats the key - emotions. look at how many people were scared to buying anything in the last 3 months because the world was coming to an end<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-38147682007068307532012-01-28T17:54:48.772+05:302012-01-28T17:54:48.772+05:30Hi vishv
thanks for the comment. intellignet inves...Hi vishv<br />thanks for the comment. intellignet investor, letter to shareholders from warren buffett and other such books/ articles is a good point to start. that and AR of company's is good enough to make you a knowledgable investor and should help in making good decisions<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-68386291871083293542012-01-28T17:53:09.359+05:302012-01-28T17:53:09.359+05:30Hi anon
what you mention is basically is the incen...Hi anon<br />what you mention is basically is the incentive caused bias...what makes sense for the business does not make sense for the customer. churn or constant buy/sell makes money for brokerage but works against the investor.<br />the above problem is one more problem for the investor when investing through 'professional'<br /><br />in the end the ignorant small investor gets really horrible advice. my own family in the past has got very bad advise (when i was growing up)<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-41711213610559337112012-01-28T17:50:24.703+05:302012-01-28T17:50:24.703+05:30Hi vidyanshu
yes there are some MFs which do manag...Hi vidyanshu<br />yes there are some MFs which do manage to beat the index ...but very few. if one can concentrate on those then it is not a bad idea to invest.<br />however the same MF are also selling other garbage like sector funds, fund of funds etc. so in a way you have to be knowledgable enough to sell a decent fund<br />i have invested in some funds for quite some time like HDFC equity fund and they are good.<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-58143566565634289522012-01-28T17:48:06.670+05:302012-01-28T17:48:06.670+05:30Hi arun
we have a lot of advnatges over MF ...bein...Hi arun<br />we have a lot of advnatges over MF ...being long term oriented, buying micro caps, buying good stocks over 5% limit of portfolio and others. finally we can be more sensible than the average MF fund manager<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-65304837173178224122012-01-28T17:46:39.092+05:302012-01-28T17:46:39.092+05:30Hi manish
yes..you are absolutely right. pascal...Hi manish<br />yes..you are absolutely right. pascal's quote comes to mind often ..not watching cnbc and other channels round the clock is sometimes quite helpful<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-8736441481444710712012-01-28T17:45:18.852+05:302012-01-28T17:45:18.852+05:30Hi hemant
the google group has been closed by goog...Hi hemant<br />the google group has been closed by google. i will upload the files at a differen location soon<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-49622315257454775112012-01-28T16:46:39.736+05:302012-01-28T16:46:39.736+05:30Very interesting thoughts!
Another important facto...Very interesting thoughts!<br />Another important factor is the amount of money under management.<br />Professional investors simply have a much smaller investment universe, because it doesn't make much sense to invest in a stock, if you can't buy a sizable amount in relation to your overall portfolio.<br />Because of that, very small companies are often underfollowed, which can result in nice opportunities for part time investors.Stefanhttp://investment-analyse.net/noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1148777880618244342012-01-24T12:41:09.700+05:302012-01-24T12:41:09.700+05:30Totally agree. If we could just keep our emotions ...Totally agree. If we could just keep our emotions under control AND put in a bit of consistent effort, it is very easy to beat the market by 2-3% (which essentially means beating 80% of the "professionals").Luckynoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-91127073643240365082012-01-22T21:05:02.498+05:302012-01-22T21:05:02.498+05:30Great article again Rohit. I find your writings mu...Great article again Rohit. I find your writings much better then other columns by professionals in financial papers. Simple, interesting and really giving knowledge. Am a starter into investing though been on-off the market for years. Have started reading The Intelligent Investor and AR of companies am interested in and gaining knowledge with each day.<br /><br />Thanks again,<br /><br />VishvAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-74960144363844222012-01-22T20:04:41.998+05:302012-01-22T20:04:41.998+05:30Hi Rohit,
I think you should mention 'Value I...Hi Rohit,<br /><br />I think you should mention 'Value Investor' (who may be a small investor) Vs a generic 'Small Investor'. A typical small investor gets interested in the market when its high and lose the interest when its down like now. They in turn lose money.<br /><br />A lot of professional investors are linked with brokerage houses and have compulsion of giving 'Buy' or 'Sell' recommendation. There is no brokerage for holding a stock for long term. So, they don't recommend that.<br /><br />I doubt if they follow the same sets of transactions / portfolio when they invest their own money Vs manage somebody else's money thru a mutual fund etc.<br /><br />Thanks,Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-49763958376310777182012-01-22T18:52:38.041+05:302012-01-22T18:52:38.041+05:30Hi Rohan,
Excellent topic. I am sure a lot of inv...Hi Rohan,<br /><br />Excellent topic. I am sure a lot of investors are disgruntled by the posturing done by Mutual funds and the kind of service, poor performance and in a lot of cases losses suffered by the lay investor.<br /><br />One of the messages touted by mutual fund purveyors is that in India, Mutual funds outperform Index funds..and therefore one should invest long term or SIP mutual funds. What is your take on that?<br /><br />Best, Vidyanshu.Vidyanshu Pandeyhttps://www.blogger.com/profile/03859360843032459316noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-77082310780913247542012-01-22T17:01:45.489+05:302012-01-22T17:01:45.489+05:30Another thing:
The entry and exit costs for a MF a...Another thing:<br />The entry and exit costs for a MF are higher due to volumes. As a small investor, i can buy and exit without anyone [ barring the taxman] noticing.<br /><br />Also, As Peter Lynch, the common investor can invest *ahead* of the professionals, if he keeps his eyes and ears open. Whereas, MFs can and only do buy, when it is Kosher to do so, i.e. enough other funds are tracking. <br /><br />Regards,<br />ArunUnknownhttps://www.blogger.com/profile/17771508716928275535noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-57921691205735208012012-01-22T13:58:26.231+05:302012-01-22T13:58:26.231+05:30One of the big advantage of being part time invest...One of the big advantage of being part time investor is that one is not exposed or watching stock gyrations day in and day out; which prompts person to do something -"All men's miseries derive from not being able to sit in a quiet room alone." -- Blaise PascalAnonymoushttps://www.blogger.com/profile/16770104782822569657noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-66986177344396001492012-01-22T11:07:24.798+05:302012-01-22T11:07:24.798+05:30Rohit, how do I access the google groups links men...Rohit, how do I access the google groups links mentioned in your past posts.Hemantnoreply@blogger.com