Dear Friends, We have so far got ourselves acquainted with basic principles of value investing in stocks. On popular demand, today I would digress a little bit to talk about a way to invest indirectly in the stocks - The mutual funds. The mutual funds are nothing but big stock portfolios managed by a professional … Continue reading Value Investing-7 (Mutual Funds) →

Dear friends, So far we have talked about the stock selection process including financial analysis and valuation. We still have a little bit to talk about valuation and also the risk analysis to complete the discussion on the stock selection process as depicted in the figure above. We have seen how the PE and & … Continue reading Value Investing-6 →

Welcome to the fifth issue on value investing. Hope you enjoyed the last piece. While continuing with this theme, I intend to write a separate piece on mutual funds since a lot of people are more conversant and interested in mutual funds.To recapitulate: We have so far tried to understand the following: Retirement Planning: We had … Continue reading Value-Investing-5 →

Welcome to this fourth issue on value investing.As brought out earlier, value investing is a process of selecting good stocks (looking for inherent strength), evaluating if these are available cheap (Valuation) and then buying and holding them for a long term. Periodic monitoring, of course, is a must.You must have frequently come across stock tips by big investors, … Continue reading Value Investing-4 →

Hope you enjoyed reading the last one (Value-investing-2) and trust it helped you understand the concept. We will now start with the first step of value investing which is the stock selection. It is a process to identify stocks which qualify for minimum acceptable values for various financial parameters. To do this we first need … Continue reading Value Investing-3 →

We start today with our discussion on "Value Investing" and try to understand the basic underlying concept. This concept was first developed and practiced by Benjamin Graham, the first Guru of value investing. He presented it to the financial world in 1949 through his book " The intelligent investor". The book was an instant hit and … Continue reading Value Investing-2 →

This piece is the first in what is going to be an interesting series of discussions on stock selection and wealth creation by value investing. I am going to keep these short so as not to tax the grey cells too much. And of course, there shall be contributions, comments and queries by all. The stock market … Continue reading Value Investing-1 →

A little about asset classes. My thoughts. As said in my last blog, I intend to take up stocks and particularly "Value Investing" next. Since stocks make an important category of the asset class, it would be pertinent to talk a little about asset classes which are basically investment avenues and hence this piece. Some of you may … Continue reading Asset Classes →

Dear Friends, Welcome to my blog. This is the very first issue and though I intend to devote my later blogs to value investing and stocks, I wish to first touch upon and talk about a very important subject here which is the basic purpose and goal of the investments. All the investments one makes … Continue reading Retirement Planning →