Value Investing: An Intutive Approach to Investing
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Latest posts
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Envy: Most lethal of all sins in Investing - Part I
We, as investors, have read a lot about the impact of emotions such as greed and fear on our investment returns. However, there are many such emotions, which, though escapes the limelight, but play an equally important role in success or failure of our investment decisions. In…
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Valuepickr Meet 2015: Few Learnings from my investment journey & Articulation of My Investment Philosophy
Valuepickr has been instrumental in instilling some key learning and investment approaches in my brief investment journey. I am sure, most of you must have heard about the wonderful work that this forum is doing leveraging the power of collaboration and sharing that not only…
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To Sell Or Not To Sell: My View Points And Few Ground Rules: Part II
In the last post To Sell Or Not To Sell: My View Points And Few Ground Rules: Part I , I shared my views on when Not to sell. Once we have established broad ground rules for "when not to sell", we have won half the battle! Now, let's move to the next quandary i.e. When To Sell.…
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To Sell Or Not To Sell: My Viewpoints And Few Ground Rules: Part I
"To be or not to be"... are the opening words of the world famous Shakespearean play Hamlet in the context of quandary that Prince Hamlet faces with respect to weather to live a miserable life or to end the life and embrace the unknown after death.The dilemma that an investor…
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Ashiana Housing Limited: Opportunity For "Real" Gains Through Differentiated Business Model
Since my last post in mid march, the market has briskly moved upwards and sentiments have changed dramatically. Many market players and analysts have proclaimed that the "decisive victory" for the BJP led NDA in general elections is going to be the game changer. It is felt that…
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Capital Allocation Framework: Game Changer for Long Term Wealth Creation: Part I
Long term and disproportionate wealth creation is a dream chased by many of us. Value investing is not-so-exciting yet perfect to tool to achieve this objective in the long run. As we all know value investing is all about investing in businesses at price substantial discount to…
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Beginning of A New Journey: Stay Hungry, Stay Foolish
When I first listened to the famous speech delivered by Steve Jobs at Standford University, my reaction was similar to that of many others. I was moved, motivated and challenged! But as it had happened numerous times in the past, I assumed that the effect of this too would be…
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Warren Buffet partnership letters: A treasure trove for a value investor
Since last few days, I have been reading and re-reading Warren Buffet's partnership letters written to its limited partners from 1958 to 1969 and oh boy, what a pleasure it has been reading them! These letters gives very useful insights into thought process of this legendary…
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Hindustan Media Ventures Limited: A mispriced bet in newspaper business
Warren and Charlie's fascination towards owning newspaper business is well known to most of us! In 1973, Berkshire bought stake in Washington post and kept on increasing its stake year after year. Washington post has been one of the top holdings and one of the largest wealth…
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Investing in stocks:A much better alternative to starting one's own business - Part I
I have always been fascinated by entrepreneurship all my life. What has fascinated me about running one's own business is that many a times, once a strong foundation is created for the business, owners don't work for money but money works for them! It has been my dream to start…
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Reflective Thinking: Few insights during dormant period
I must admit my failure of not living up to the repeated statements/comments made on this blog that I will start writing posts after a small hiatus. Even though, it was difficult to get enough mind space and time to crystalize my thoughts on any new ideas that periodically…
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Moving to Mumbai: Will be Back After a Small Hiatus
Dear Readers, Wish you all a very happy new year and hope all of us continue to reap rich dividends from investing in 2013. New year has started with a new phase in my life as I have moved to Mumbai to take up a new job. I am excited about moving to this immensely vibrant…
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Playing Second Fiddle: Possibility of First Rate Returns
It is human mind's innate tendency to seek patterns from the past experiences and extend this patterns to predict the future. Even though this innate human trait is very handy on number of occasions, many a times it leads to visualizing patterns where there exist none! In my…
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Hyderabad Industries Ltd: A Mispriced Bet
I hope all of you had a fabulous time during Deepawali and are eager to make most of the new year that has begun. In last two months market has been topsy-turvy with undertone being on the optimistic side. Any good news on sector/stock specific front is followed by strong rally…
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A Year into Value Investment Blogging: Time to Do Reality Check!
It has been almost a year, since I started this blog on value investing and let me take this opportunity to thank fellow investors who have not only regularly read the blog but also have provided their suggestions, critique, inputs, questions and insights. This involvement and…
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Mr.Ajay Piramal - Businessman Stepping In Shoe of A Value Investor
Let me make a confession at the beginning, I am a convert, hence my views are bound to be biased! Yes, over last few months, I have witnessed a slow but steady transformation in my feeling towards Mr.Piramal from curiosity to respect to awe. As I watch Mr.Piramal conducting the…
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Amara Raja Batteries Limited: A Business Moving Towards Sustainable Moat?
This posting is slightly modified version of the thread that I initiated on Amara Raja Batteries Limited on valuepickr. Even though, over three years, I have been experimenting with various value investing approaches like deep value investing (cash bargains/debt capacity…
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Psychology of Human Misjudgement and Investing - Part 1
I am sure many of you must have heard about Charlie Munger as vice chairman of Berkshire Hathway and astute value investor who is partner of warren buffet in Berkshire Hathaway. Warren buffet has publicly acknowledged the invaluable contribution that Mr.Munger has made towards…
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GSFC Ltd: A Peter Cundill Style Opportunity
I have completed reading "There is Always Something To Do: The Peter Cundill Investment Approach" by Christopher Risso-Gill. Let me tell you, it is a remarkable book about a extra ordinary value investor. The book has been replete with "investment notes" maintained by Peter…
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Hindustan Zinc: A Value Play or Value Trap?
In this post I am going to share my confusion and dilemma on one idea that appears to be a good value play but may turn out to be a value trap, if value is not shared with the shareholders by the management. I am talking about world's largest integrated producer of zinc and…