Investment Strategies

Here’s a great article by Sebastien Mallet, Portfolio Manager at T. Rowe Price on the future of value investing saying: “So getting back to the original question, “Is value investing de…
June 20, 2018, 9:53 a.m.
Publisher: acquirersmultiple.com

“New sectors, new companies get listed and new opportunities are created”
June 20, 2018, 8:51 a.m.
Publisher: economictimes.indiatimes.com

Smart Money by Miles Johnson
June 19, 2018, 10:27 a.m.
Publisher: gcalhoun.files.wordpress.com

Diversification is often said to be the only "free lunch" in investing, delivering superior risk-adjusted returns over the long run. So why doesn't everyone do it? Let's take a look
June 19, 2018, midnight
Publisher: pensionpartners.com

The number of multibaggers that are produced in India is not found in other parts of the world.
June 18, 2018, 4:45 p.m.
Publisher: economictimes.indiatimes.com

"Great companies earn higher rate of profits deploying lesser amount of capital; margin of safety is in the mind of an investor," says Motilal Oswal's joint MD Raamdeo Agrawal. Tune in for the market maven's guide to value investing.
June 18, 2018, 11:06 a.m.
Publisher: economictimes.indiatimes.com

Howard Mark's latest memo
June 18, 2018, 8:52 a.m.
Publisher: oaktreecapital.com

Many a times we have noticed that the senior board members have voiced the importance of having an investment thesis for the companies we are invested in. While this does not mean to have a multi-page manuscript, we surely should try writing a 1-2 pager.
June 15, 2018, 6:22 p.m.
Publisher: forum.valuepickr.com

One thing investors will NOT DO is keep proper records of their investing. What they think they are doing is "being smart about equity investing". So I asked a few investors HOW MUCH MONEY DO YOU THINK YOU WILL MAKE IN EQUITIES? And the answers were stunning.
June 15, 2018, 12:55 p.m.
Publisher: subramoney.com

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1." - Warren Buffett With all due respect to Warren Buffett, the #1 rule in investing is not anything close to "never lose money." In fact, the entire notion is absurd. Anyone who has ever invested in the history of the world has lost money at one time or another. Buffett himself lost close to 50% on two separate occasions.
June 15, 2018, midnight
Publisher: pensionpartners.com