Investment Approach
-
10 Attributes of Great Investors
Credit Suisse’s full report: Ten Attributes of Great Investors by M.J. Mauboussin, D. Callahan, D. Majd Continue reading
-
A roller coaster of emotions
Investment Process: Simple rule to follow:“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett You may aim to avoid buying stocks at the wrong time. You may use the Fear & Greed Index to figure out where we stand in the market cycle. Below is the Simple Equity Allocation Framework for your reference. Scenario Continue reading
-
How To Assess Management Quality?
“In the business world, the rear-view mirror is always clearer than the windshield,” Warren Buffett The quality of management can make or break an investment decision, says master investor Nemish Shah, co-founder of Enam Capital. Management integrity always pays off handsomely over time, says R Balakrishnan, co-founding member of CRISIL. Judging people is overrated. Judging Continue reading
-
Investment Checklist by Bala (founding member of CRISIL)
Balakrishnan R was one of the founding team members of CRISIL. He has been in business for over three decades. Generally keep away from companies if there are some issues like: – Promoter holding below 30% – Continuous diversifications or acquisitions – Professional managed with no owner and high ESOPs – Accounting policies that are Continue reading
-
Howard Marks: This is a time for caution
Billionaire investor Howard Marks things the market’s current valuation if “lofty”. Marks, who called the financial crisis, just told his clients in a note that now is “a time for caution”. The investment expert advised that his clients move into lower-risk investments. Mark did emphasize that he isn’t exactly sure when a correction will happen, Continue reading
-
Advice # 1 – Location, Location, Location
Lemons to Lemonade is the first webisode of the secret millionaires club. Brittany, Elena’s friend, has difficulty selling her lemonade in her stand. While analyzing the business, Mr. Buffett reveals some of the criteria for a successful retail business – Quality, Cost, Competition and Demand for the product. After going through the criteria, they realized Continue reading
-
Buffett’s words of wisdom
If you buy good companies, run by good people, buy them over time at a fair price, you are going to do fine 10, 20, 30 years from now. If you are trying to buy and sell stocks, and worry when they go down a little bit and think you should sell them when they Continue reading
-
Buffett Advises Kids
Here are the interesting videos for kids to learn the secret to success from Warren Buffett. Advice # 1 – Location The Secret Millionaires Club gang helps Elena find the missing ingredient to make the business a success. Watch video: [The SMC] Advice # 2 – Advertising Elena gets the Secret Millionaires Club to help the school Continue reading
My Value Picks 