tag:blogger.com,1999:blog-7004453.post6316383105642518126..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: A reminder, an update and some linksRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-7004453.post-75065196664106758502010-01-12T01:05:55.675+05:302010-01-12T01:05:55.675+05:30Hi karthik
who knows why the market does what it d...Hi karthik<br />who knows why the market does what it does ?<br />yes a decision on CRISIL is a tough one..its over my estimates ..but this company has strong competitive advantage ..so i will hold till it is quite overvalued.<br />in cases of companies such as crisil or apaints we make the mistake of underestimating the competitive advantage and its impact on valuations<br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-82941369238901583032010-01-12T01:03:51.971+05:302010-01-12T01:03:51.971+05:30Hi venkat
thanks for the comment
Hi spacedoutguy
...Hi venkat<br />thanks for the comment<br /><br />Hi spacedoutguy<br />i havent looked at temptation foods. will let you know when i look at the numbers<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-19419461524579939622010-01-12T01:02:57.281+05:302010-01-12T01:02:57.281+05:30Hi anon
i dont know of any long short type of fund...Hi anon<br />i dont know of any long short type of funds. i am not sure if mutual funds are even allowed to short<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-57111359703805555282010-01-11T10:56:13.639+05:302010-01-11T10:56:13.639+05:30Hi Rohit,
Whats the reason for Mr.Markets sudden ...Hi Rohit,<br /><br />Whats the reason for Mr.Markets sudden interest in Crisil. It is a long term holding for me. But it has crossed its IV..What to do now?..I have already liquidated NIIT tech.. Iam planning to liquidate BEL soon if it runs up another 10-20%.. Not comfortable selling CRISL.Tough decision .. <br /><br />Whats your opinion?karthikhttps://www.blogger.com/profile/06869050750982435094noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-42155218482539822752010-01-10T21:36:25.777+05:302010-01-10T21:36:25.777+05:30hey rohit
wot r ur thoughts on temptation foods?hey rohit<br />wot r ur thoughts on temptation foods?SPACED OUT GUY!https://www.blogger.com/profile/01663407462513668270noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-74081608737858267112010-01-10T18:08:55.744+05:302010-01-10T18:08:55.744+05:30Hi Rohit,
Think even otherwise, each one of us ha...Hi Rohit,<br /><br />Think even otherwise, each one of us have benefited with better understanding of investing.<br /><br />think you are helping us become watch makers than just teaching us to tell time!!<br /><br />By reading your blog over period of time, one could've found lots of investment ideas. <br /><br />regards<br />venkatAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-54297642295792069722010-01-10T12:34:37.465+05:302010-01-10T12:34:37.465+05:30dear rohit,since market goes up or down u say, mon...dear rohit,since market goes up or down u say, money can be made.i know u mean, value start emerging.i am curious to know any MF exist which utilise this oppurtunity likelong/short120/20 in india.<br />thanx for everything<br />regardsAnonymousnoreply@blogger.com