Tag Archives: value investing

Beat the Market! Buy Low, Sell High! Here’s how…

The only way you can make great returns in the market is to ‘Buy Low, Sell High’. Now that’s glaringly obvious, you might say. Well if it is; let me ask you to elaborate on what is actually ‘High’ and what is actually ‘Low’? Most of us do not know the answer to this question.

Providing an answer to this, is the purpose of my second blog of the series on ‘The Most Important Thing’ by Howard Marks.

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Category:Learn
Charlie & the Lollapalooza Effect

Charlie & the Lollapalooza Effect

Acknowledging what you don’t know is the dawning of wisdom- Charles T. Munger True indeed! I came to know much more about the super investor, Charles Thomas Munger, aka Charlie Munger, Vice-Chairman of Berkshire Hathaway over a discussion, which happened impromptu over a lunch meet with my fellow and senior analysts. In The Buffett Menu, we told you about the essential ingredients of the specials in Warren Buffett’s investment menu, basically his investment style. Now, it’s time to introduce you to the lollapalooza effect! As intriguing as it may sound, the concept behind ‘the lollapalooza effect’ holds much importance for the intelligent investor. A concept propounded by Charlie himself. Let me jog my memory, and reiterate the discussion for you. About Charles Thomas Munger… All of us knew about Charlie Munger being a very successful investor, even before joining Warren Buffett in Berkshire Hathaway as the Vice-Chairman. He ran an […]

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The Buffett Menu

The Buffett Menu

If you take a look at the Warren Buffett menu of investments, you’re sure to find the likes of Yum Foods (KFC & Pizza Hut), Coca-Cola, PepsiCo, Hershey’s in the specials. Is it time to add some sauces?

Yes! Warren Buffet’s Berkshire Hathaway has inked a deal to buy-out H. J. Heinz, along with 3G Capital. Is it just his love for the ketchup, or does it make absolute business sense too? Does it fit into his typical style of investing? What is his investing style, by the way?

I spent a Sunday morning talking over the same with my Dad. Here it goes…

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Just 6% discount to Nifty@MRP! Is the Indian Stock Market fairly priced?

Just 6% discount to Nifty@MRP! Is the Indian Stock Market fairly priced?

‘Wake me up when September ends’ is a popular song by Greenday which ends up as a FB status update for many people in September. The Indian Government also seems to have listened to this song and decided to wake up, albeit before September end!

September saw a number of reforms being announced by the Government – diesel price hikes, cap on LPG gas cylinders, allowing FDI in retail and some other sectors. While these reforms hurt the common man more than benefit him, the stock markets cheered wildly and have consequently rallied 8% over the last 2 months.

But while the sentiments seem to have improved a tad; what about the financial performance? Does India Inc.’s financial performance also support this optimism? To find out, let’s look at the September-12 quarter performance of the Nifty companies and find out if the Nifty is fairly priced…

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Stock Markets – Where to invest? -Insights from Morningstar Investment Conference, 2012 Panel Discussion

Yes, you read it right! The Mother of all Bull Markets is ahead of us, says Rakesh Jhunjhunwala, legendary investor and founder of Rare Enterprises. Part of an insightful panel discussion at Morningstar Investment Conference, 2012 held at Mumbai, Jhunjhunwala said that he had never seen such pessimism in the markets before and this could very well signal the beginning of a bull market.
Team MoneyWorks4me attended the Morningstar Investment Conference and in this article we bring to you insights from this panel discussion on ‘Stock Markets – Where to Invest?’

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Category:In the News