tag:blogger.com,1999:blog-7004453.post5924393150358403604..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Value investing is simple but not easyRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-7004453.post-15288954889536397642008-10-04T00:57:00.000+05:302008-10-04T00:57:00.000+05:30Rohit,I can't see my previous post. If you can ple...Rohit,<BR/><BR/>I can't see my previous post. If you can please add following three to your list (comes from Vivek) as well:<BR/><BR/>Concor<BR/>Tata Tea<BR/>Savita Chemicals<BR/><BR/>I believe first two you had wanted to spend more time on.<BR/><BR/>Thanks,<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-72436114156206082712008-10-04T00:25:00.000+05:302008-10-04T00:25:00.000+05:30Hi Rohit,The list got reduced to following four fo...Hi Rohit,<BR/><BR/>The list got reduced to following four for now:<BR/><BR/>ONGC<BR/>Voith Paper<BR/>Goodyear<BR/>Hawkins Cooker (i remember u wanted to look at it)<BR/><BR/>I believe you have already provided analysis for glaxo Consumer and Castrol (was short one).<BR/><BR/>whenver u get to it.<BR/><BR/>Thanks,<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-54052774340913010082008-10-03T22:59:00.000+05:302008-10-03T22:59:00.000+05:30Hi vikasI will have a look at the list above. howe...Hi vikas<BR/>I will have a look at the list above. however i am tied up now and may not be able to do it soon<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-9307241368780366912008-09-27T02:32:00.000+05:302008-09-27T02:32:00.000+05:30Hi Rohit,I know you really have some good model/fi...Hi Rohit,<BR/><BR/>I know you really have some good model/filters. <BR/><BR/>I asked Vivek for his current Top picks and following is what he gave:<BR/>ONGC<BR/>Glaxo Consumer<BR/>ITC<BR/>Castrol<BR/>Balmer Lawrie and its investment parent<BR/>Voith paper<BR/>Foseco india<BR/>Shipping Corporation<BR/>Goodyear<BR/>Great eastern Shipping<BR/><BR/>I know you had analyzed BL, can you pls do the same with others that you like from the above list. <BR/><BR/>It is time for 2nd round of Rapid Fire..:-)<BR/>I like the fact that Sensex, Nifty levels are touching new lows.<BR/><BR/>I love your style of analyzing companies. Easy to understand, hopefully one day I can do the same.<BR/><BR/>Thanks,<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-6829144422992851942008-09-26T20:19:00.000+05:302008-09-26T20:19:00.000+05:30Rohit,thanks.I understand one needs to do his own ...Rohit,<BR/><BR/>thanks.<BR/><BR/>I understand one needs to do his own analysis and the criteria/filters would be different for each investor.<BR/><BR/>But there should be common understanding regarding some stocks that each value investor would like to own. <BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-74418541304547383822008-09-26T07:55:00.000+05:302008-09-26T07:55:00.000+05:30Hi daxtrue ..very few people have the patience esp...Hi dax<BR/>true ..very few people have the patience especially when their style is not working for short periods of time<BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-86555163507268660832008-09-26T07:54:00.000+05:302008-09-26T07:54:00.000+05:30Hi vikasi browse TED sometimes, though i dont post...Hi vikas<BR/>i browse TED sometimes, though i dont post much. I like the thought process of some of the members like vivek sukhani, kulman,abhishek jain and a few others.<BR/>i cannot comment on anyone's caliber as i dont have access to anyone's performance.<BR/>i have seen some of the portfolios, though i dont look for any validations of my ideas on the board. one has to think independently and not go by what everyone else thinksRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-86261872955309650202008-09-26T06:44:00.000+05:302008-09-26T06:44:00.000+05:30Value investing definitely works. Look at Warren ...Value investing definitely works. Look at Warren Buffet. He recently put $5 billion into Goldman Sachs (GS). He doesn't invest unless there is value.<BR/><BR/>The thing with value-investing is you have to be patient and consistent. Unfortunately that is where most people go wrong. They either keep changing their strategy or are impatient and abandon their stocks at the wrong time.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-77958916343454278452008-09-26T02:35:00.000+05:302008-09-26T02:35:00.000+05:30Hi Rohit,Thanks for your repsponse. The theequityd...Hi Rohit,<BR/><BR/>Thanks for your repsponse. <BR/><BR/>The theequitydesk has its XI Portfolio and lot of other sr members have also posted their portfolios.<BR/><BR/>Are you fan of any one? Or consider any of these folks of good caliber (for value Picking)?<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-87257223598083292072008-09-25T23:29:00.000+05:302008-09-25T23:29:00.000+05:30Hi vikasi will to post on initial reading and step...Hi vikas<BR/>i will to post on initial reading and steps for a new investor. not sure if i can come up with a few simple steps.<BR/><BR/>there is an overlap between mine and vivek's picks. however we have different approaches ..so there are differences too. i had a look at abbott ..however i already hold novartis and merck and hence do not want to add further to pharma. <BR/><BR/>not sure if these companies are per C.sampat's crtieria though. Mr sampat is a brilliant man ..he is great thinker and has tons of experience. however he shuns media , so diffcult to find much on him. however i think one should anything that he has to say<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-34494038384691532972008-09-25T19:30:00.000+05:302008-09-25T19:30:00.000+05:30Rohit,I also read Vivek's post that you had provid...Rohit,<BR/><BR/>I also read Vivek's post that you had provided the link for.<BR/><BR/>Have you analyzed any of other companies (meeting Sampat’s criteria) that he talks about? such as Good year, Abbott etc.<BR/><BR/>Thanks,<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1531458518399318882008-09-25T02:19:00.000+05:302008-09-25T02:19:00.000+05:30Rohit,Another great post. I think one is able to c...Rohit,<BR/><BR/>Another great post. I think one is able to control his emotions with experience..or shall I say with mistakes :-)<BR/><BR/>Is there a path or list of steps that you can share with us? Like what should we read to know more about Value Investing. I know u have recommended some books. <BR/><BR/>But some simple steps/process will help. These are big on American Finance Blogs. Easy to follow strategies.<BR/><BR/>Thanks,<BR/><BR/>VikasVikas Ranahttps://www.blogger.com/profile/05508406035178681504noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-82307540032071466782008-09-24T23:53:00.000+05:302008-09-24T23:53:00.000+05:30thanks sahadeva for your comment.hi vishnu - agree...thanks sahadeva for your comment.<BR/><BR/>hi vishnu - agree with you. looks easy ..but not easy on your emotions ..but then why should making money sitting on your ass being easy :)<BR/><BR/>hi ani<BR/>agree with kannan. Warren buffett is investing in preferred stocks with a free option. It is more of a hybrid - debt + option kind of investment<BR/><BR/>regards<BR/>rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-68265939865023002442008-09-24T22:10:00.000+05:302008-09-24T22:10:00.000+05:30Ani,WEB is not buying any stake at present in GS.H...Ani,<BR/><BR/>WEB is not buying any stake at present in GS.He getting 10% coupon on his investment for next five years and has option convert to equity at any point of time in next five years for the price of US$115.<BR/><BR/>He has done this kind of investments in the past and made a killing. Example- Salomon Brother in 90s. You know this his second investment on a wall street firm in his entire career; he is always vary of wall street firms.<BR/><BR/>Not a real letter...just a mockery column..good read<BR/><BR/>http://seekingalpha.com/article/85504-a-letter-to-warren-buffettAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-34400083322842600362008-09-24T17:09:00.000+05:302008-09-24T17:09:00.000+05:30Hi RohitJust read the news on Yahoo that Berkshire...Hi Rohit<BR/>Just read the news on Yahoo that Berkshire investing in Goldman Sach. That means Goldman trading on attractive valuation. Can you throw light on Goldman's current valuation. What made WB to take this decision?<BR/><BR/>Regards<BR/>AniAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-39375706536690793572008-09-24T16:24:00.000+05:302008-09-24T16:24:00.000+05:30Rohit,I agree, Value investing is easy to understa...Rohit,<BR/><BR/>I agree, Value investing is easy to understand but its paninful to follow. Esp when you put lot of your networth.<BR/><BR/>I am fortunate that my very first investment had fantastic swings (my emotional swings followed) and it was a good learning experience.<BR/><BR/>Regards<BR/>VishnuVISHNUhttps://www.blogger.com/profile/15397730676763694463noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-20318637447534788042008-09-24T14:49:00.000+05:302008-09-24T14:49:00.000+05:30your shares in dp are always safe as the dps are h...your shares in dp are always safe as the dps are holding them as custodions hence the creditors have no recourse to the stocks held by dp.afterall the dps cannot have extraordinory losses as the banks by its nature.stockinventorhttps://www.blogger.com/profile/13908806150708029682noreply@blogger.com