tag:blogger.com,1999:blog-7004453.post7239878037376388887..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: How to reject a stockRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7004453.post-37584445825958195542014-11-25T09:36:03.827+05:302014-11-25T09:36:03.827+05:30HI Rohit,
Analysed all the listed stocks and reje...HI Rohit,<br /><br />Analysed all the listed stocks and rejected them all...even the good ones on valuations front <br /><br /><br />Regards<br />Anurag Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-89635139980425625112014-10-30T13:52:52.977+05:302014-10-30T13:52:52.977+05:30Nice post. I guess another thing is no matter how ...Nice post. I guess another thing is no matter how good the company is, if the valuations are too high, stay away. There are people who bought infra-growth stocks in 2006 at 50 times earnings. I wouldn't. your-rupeehttp://your-rupee.blogspot.in/noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-84139859267178136352014-10-06T12:15:53.079+05:302014-10-06T12:15:53.079+05:30Good one Rohit.
Glad to see some learnings from t...Good one Rohit.<br /><br />Glad to see some learnings from the failures..:-)<br /><br />VikasVikas Ranahttp://www.ourpursuitofperfection.comnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-22846844405805097952014-09-29T20:30:29.535+05:302014-09-29T20:30:29.535+05:30How to know about Company's Management? That i...How to know about Company's Management? That is the one thing, I still do not know How to do. Satyahttps://www.blogger.com/profile/12968338289991194501noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-83043571066573892012014-09-29T18:28:34.318+05:302014-09-29T18:28:34.318+05:30Rohit,
Makes perfect sense. But from a time persp...Rohit,<br /><br />Makes perfect sense. But from a time perspective if one applies the following filter Combined ranking of low PE and High ROE (Magic formula), Mkt cap filter, Rate of growth for atleast 5 years and then evaluate the promoters and regulations perspective i believe it will save you a lot of time...<br /><br />Any thoughts ?<br /><br />Thanks<br />JaiJaihttps://www.blogger.com/profile/06142394675299197746noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-11561707642797159992014-09-29T16:06:31.290+05:302014-09-29T16:06:31.290+05:30Hi. Would appreciate analysis on Motherson Sumi, B...Hi. Would appreciate analysis on Motherson Sumi, Blue Dart, Mahindra Ugine, HDFC Bank.Kunal Kotharihttps://www.blogger.com/profile/11895674778858766940noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-90850180011343089002014-09-28T23:09:50.986+05:302014-09-28T23:09:50.986+05:30Well-timed. #4 alone will take care of most of the...Well-timed. #4 alone will take care of most of the companies today.<br /><br />I think it's important for part-time, serious investors to understand that all they need to find is a handful of "steady compounders" and commit serious money to them once found.<br /><br />When one focuses on the two words - steady and compounding - one can easily see that a whole lot of companies simply do not fit in. One just needs to wait for the right valuation for the rest.Luckynoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-77609489964057249512014-09-28T20:26:48.905+05:302014-09-28T20:26:48.905+05:30Please write your views on "Sector Trends&quo...Please write your views on "Sector Trends". Like<br /><br />It was Telecom and Infra before crisis period, Pharma (may be FMCG) during crisis years (trend still going on) and Supply Chain/Logistics and Agro-chemicals just started.<br /><br />I might not be right in my observations as human mind is programmed to find patterns in randomness.jatinderhttps://www.blogger.com/profile/09129612053661719654noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-40627006360864689512014-09-28T08:58:26.927+05:302014-09-28T08:58:26.927+05:30Recently, I heard Tim cook saying somewhere "...Recently, I heard Tim cook saying somewhere "At Apple, most difficult decisions we make daily is .. on which new things not to work on"... something on similar linesPravin Choudharihttps://www.blogger.com/profile/08165838296433941897noreply@blogger.com