An online diary of my investment philosophy based on the teachings of warren buffett, Ben graham, Phil fisher and other value investors. I post my thoughts and analysis of various companies and industries. My long term goal is to continue to beat the stock market by 5-8% per annum in a 3 year rolling cycle
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Thursday, December 31, 2009
Wishes for the new year
A happy new year to all the readers and thank you for reading and visiting my blog.
Hi rohit, happy new year . Wishing u all the luck 4 having fun with mr. Market. One quick question: how does one analyse conterversial companies selling at fantastic discounts to sales with extremely low p/e ratios n gr8 track records say like temptation foods? Eagerly awaiting ur opinion , Rayhaan
DEAR ROHIT A VERY HAPPY NEW YEAR TO EVERYONE IN UR FAMILY EVERY BLOG OF YOURS ALWAYS BRINGS SUCH JOY U R GREAT BECAUSE UR SO HONEST AND SINCERE MAY U CARRY ON LIKE THIS FOR MANY YEARS GOD BLESS
Hi rayhann the key to analysing companies selling too cheap is to figure out if the market is total wrong about the company. there is no need to do valuations in such a case, but it is critical to figure if the market is wrong. also one should remember that the market is generally right and only rarely gets it wrong ..so u have to do you homework well in such cases
hi rathin for some reason i misplaced your comment, but to your question on PMS ..yes it will be a PMS for and by a LNI :) and the hope is that all of us will be HNI in the end
Hi rohit, happy new year . Wishing u all the luck 4 having fun with mr. Market. One quick question: how does one analyse conterversial companies selling at fantastic discounts to sales with extremely low p/e ratios n gr8 track records say like temptation foods? Eagerly awaiting ur opinion , Rayhaan
ReplyDeletehappy new year rohit sir...looking forward to many more posts on this excellent blog..
ReplyDeleteHi Rohit,
ReplyDeleteWish a very happy and prosperous new year to you and all fellow readers of this blog.
mkd
Dear Rohit Chauhan ji
ReplyDeleteThank you for the Wishes and Wish you as well as the visitors to this blog the same a HAPPY NEW YEAR 2010.
regards
ekamber
Hi Rohit,
ReplyDeletewish you a very happy new year (and prosperous too..)to your and your family
-Rathin
DEAR ROHIT A VERY HAPPY NEW YEAR TO EVERYONE IN UR FAMILY
ReplyDeleteEVERY BLOG OF YOURS ALWAYS BRINGS SUCH JOY
U R GREAT BECAUSE UR SO HONEST AND SINCERE
MAY U CARRY ON LIKE THIS FOR MANY YEARS
GOD BLESS
Hi Rohit and fellow readers,
ReplyDeleteWish you and your loved one a very happy and prosperous new year 2010!
~Sachin
Hi Rohit,
ReplyDeleteHappy New Year!..The below link is another testimony as to why good old value investing should never go out of fashion.
It gives the analysts' picks in 2000 for the next decade and the two stocks that came out on top are unsuprisingly value picks.
http://norris.blogs.nytimes.com/2009/12/18/ten-years-after/
Sir,
ReplyDeleteOne request going forward would be if you could explain DCF method of finding fair value using some company as an example.
Thanks
Hello Rohit,
ReplyDeleteWish you, your family, Blog..:-) and the readers a very happy new year as well.
Thanks,
Vikas
Happy New Years to you. Like and respect your post.
ReplyDeleteCheers!
Dilip
Hi rayhann
ReplyDeletethe key to analysing companies selling too cheap is to figure out if the market is total wrong about the company. there is no need to do valuations in such a case, but it is critical to figure if the market is wrong. also one should remember that the market is generally right and only rarely gets it wrong ..so u have to do you homework well in such cases
rgds
rohit
hi saif, mkd, elamber, rathin, sachin, anon, vic, dilip and others
ReplyDeletea happy and prosperous new year to you too
rgds
rohit
hi rathin
ReplyDeletefor some reason i misplaced your comment, but to your question on PMS ..yes it will be a PMS for and by a LNI :) and the hope is that all of us will be HNI in the end
rgds
rohit