tag:blogger.com,1999:blog-7004453.post935993095599857236..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Trading on noiseRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7004453.post-17564461193208282752013-01-08T10:35:44.142+05:302013-01-08T10:35:44.142+05:30Hi Rohit,
I loved this post of yours.
Now after ...Hi Rohit,<br /><br />I loved this post of yours.<br /><br />Now after reading this, if someone doesn't get it..there's nothing more we can do..:-)<br /><br />VikasAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-55025800185275408182013-01-07T00:17:46.382+05:302013-01-07T00:17:46.382+05:30Hi akash
i generally dont prefer out of money put ...Hi akash<br />i generally dont prefer out of money put options on indices. as far i know taleb bets on them assuming that 99% will expire worthless, but the 1% will make him huge money and be worth it.<br />i am not emotionally built to invest that way and cannot lose money for a long time and hit the jackpot once.<br />i would rather invest in options on individual stocks with clear short term catalysts<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-66795349928447650552013-01-07T00:14:53.305+05:302013-01-07T00:14:53.305+05:30Hi dev
atleast the presenter in your is pleasing t...Hi dev<br />atleast the presenter in your is pleasing to the eye :) <br /><br />hi abhinav/ niren<br />good to have you here. i follow your blog quite closely. i have never seen analyst indicate the size of thier position ..atbest they will say that they are holding it which tells nothing. a 1% position will not matter either ways<br /><br />compared to analysts i would prefer to listen to fellow investors who have skin in the game and would actually do a much better analysis<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-67536271276763238342012-12-30T17:40:40.048+05:302012-12-30T17:40:40.048+05:30Wonderful words!
I read both of Taleb's book...Wonderful words! <br /><br />I read both of Taleb's books.However, not ignoring the brilliance of his observations, i had only one dissatisfaction with his premise.I did not understand the application of his dumbbell theory.I experimented with it , but couldn't get it right.<br /><br />Could you please right an article on effective use of "out of money" put options?Akash Parmarhttp://akashparmar.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-84193153832381869812012-12-28T12:39:28.838+05:302012-12-28T12:39:28.838+05:30Hi Rohit,
Nice Post. Judging skill v/s luck in in...Hi Rohit,<br /><br />Nice Post. Judging skill v/s luck in investing is a fascinating subject.<br /><br />One way to judge confidence could be if an analyst were to share views on position sizing along with the attractiveness of any idea. So even if the expected gains are low, if the analyst can successfully argue a case for a large allocation, then it must be due to a favorable risk-reward equation and thus an outcome of skill as compared to luck. However, if the suggested allocation is weak as well as the expected reward small, then it is probably a case of a ‘monkey throwing darts’ and thus better ignored.<br /><br />Would be great to hear your further views..Manufactured Luckhttps://www.blogger.com/profile/17054602349579736386noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-3645616992520422542012-12-28T00:13:43.114+05:302012-12-28T00:13:43.114+05:30One should only watch channels like CNBC & NDT...One should only watch channels like CNBC & NDTV Profit to see the real beauty of stock markets ;)<br />http://www.stableinvestor.com/2012/12/why-dont-discuss-2-things-indian-business-channels.htmlDevhttp://www.stableinvestor.com/noreply@blogger.com