Categorizing Your Portfolio

August 20, 2008 | Read Now

I have 1 stalwart, 3 fast growers, 3 turnarounds and 1 cyclical.
For those that have read One Up On Wall Street by Peter Lynch, you’ll know that I’m referring to the 6 categories that he assigns to the companies in his portfolio. As I was reading this section, I had never thought about classifying my positions in terms of growth and return potential. I always looked at the different industries that made up my portfolio and it was refreshing for me to see it another way.

Different Types of Investment Risk

August 7, 2008 | Read Now

I assume no one wants to take on additional risk. The word is so often used to describe the market and companies that even a kid (when I was 15) believed that the market was “risky”.But what is risk and how do we reduce it?

Where to Find Stock Ideas

August 2, 2008 | Read Now

Good ideas are hard to come by. There are dry spells as well as an occasional monsoon of ideas. But how does one maintain a steady influx of ideas and knowledge?

Making Decisions Without All The Facts

July 23, 2008 | Read Now

Recently, as I continue to analyze my investing habits, I’ve noticed a couple of things I was and was not doing. One aspect that I had always adhered to was to “always invest in businesses that you understand”. Some where along my investing journey, I slowly started to morph the philosophy to a new meaning; “don’t invest in anything unless you know everything”.

Here is why I am wrong.

All Intelligent Investing IS Value Investing

July 12, 2008 | Read Now

Charlie Munger stated it quite clearly. Intelligent investing = value investing.
By value investing, the general population tends to think of it as bottom feeding and being cheap, but such a statement only holds true in a town called Speculatown.

Buy Prices, Ratios , Market Timing and Technicals

July 1, 2008 | Read Now

Joe asked me a very good question and as I was answering it, it started getting long so I felt it should be discussed in a post rather than buried in the comments. (Joe, I apologise if you didn’t want your question to become a topic.) Here I answer the question and more.

A Nice Magic Trick: Mutual Funds

June 14, 2008 | Read Now

I don’t like mutual funds. Not because of the excessive fees and not because 95% (or more) underperform the market. I don’t like or invest in mutual funds mainly because I don’t have the temperament for them and I can’t stand their sleight of hand.

Buffett’s 2007 Annual Letter

April 6, 2008 | Read Now

Berkshire Hathaway’s 2007 letter has been out for a couple of weeks and I finally got around to reading it. As usual, it is a highly educational read, detailing Berkshire’s business performance as well as the wit and wisdom of Warren Buffett. Continue on to read a list of quotes that I believe to be insightful and invaluable as well as commentaries.

A Primer on Merger Arbitrage

March 16, 2008 | Read Now

I first came across the term merger arbitrage while reading Dhando Investor. A basic definition is the idea of taking […]

Five Don’ts & Five More Don’ts

February 21, 2008 | Read Now

As I continue reading one of the greatest investing books, Philip Fisher’s Common Stocks and Uncommon Profits, I thought I’d share some “Dont’s” in the book before I do a book review later on.<

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