It is said that a picture is worth a thousand word.
Hopefully ,some of the crudely drawn ones below, by yours truly are worth
atleast a few words.
The Matrix
Time, Value and price
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Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog.
7 comments:
Good one Rohit. Pictures tend to stick in the mind longer and easier to recall. Next time thinking about a business I am going to imagine your matrix.
Good blog and good post.
Pictures for enormous art value for value investors indeed :-)
I think most difficult part I find is the last figure and avoiding value traps!
nice charts rohit.
dear rohit
computerized real time projection of the same pictures captures most of these trends. but, extrapolating for future would have lot of uncertainties unless you are invested in fmcg or pharma ... both of have proven their worth as money/ wealth makers over a long period
without much tweaking. i thought a visual framework like that at skaffold / or olschoolvalue etc gives a great perspective.
Hi Rohit,
Wonderful post. I have a question regarding companies with great moat, strong ethical management but low growth opportunities. I am evaluation CN, a railroad monopoly in Canada. It has been a consistent dividend player and has very strong management but don't see it growing more than 4-5% YoY.
Would that qualify as a good buy?
Please let us know ur views.
Thanks,
RN
Beautiful post. Now I understand what people mean by value traps.
~Thanks
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