tag:blogger.com,1999:blog-110554234343066542.post1389437684798961503..comments2023-09-29T18:15:16.234+05:30Comments on Shabu's: Patience must pay..Shabu'shttp://www.blogger.com/profile/12626763738053404782noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-110554234343066542.post-44928582999636019592011-05-05T01:23:17.471+05:302011-05-05T01:23:17.471+05:30Another good example is of Infosys which has made ...Another good example is of Infosys which has made Rs 9500 of investment in 193 since IPO to 4 Crores today<br />http://www.wealthbazaar.in/Mayank Guptahttps://www.blogger.com/profile/04436831502938032006noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-81645378466655793382010-08-25T19:37:53.393+05:302010-08-25T19:37:53.393+05:30Dear James,
Thank you for your encouraging words ...Dear James,<br /><br />Thank you for your encouraging words and reading my comments. :).Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-69333064671332782942010-08-25T10:33:25.494+05:302010-08-25T10:33:25.494+05:30Sir,
Thanks for giving Mahesh opportunity. I read...Sir,<br /><br />Thanks for giving Mahesh opportunity. I read all his comments in this blog. But I made mistake by posting comment in your previous article before reading his comment properly. Sorry for the mistake.<br /><br /><br /><br />Dear Mahesh,<br /><br />I start following your comments since your comment on bio-fuels in this blog. I subscribed to your friend feed after reading that comment. Hope to see more articles from you in future.jamesvaikomhttps://www.blogger.com/profile/17668503671795760827noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-13824729119905406632010-08-19T13:26:56.821+05:302010-08-19T13:26:56.821+05:30@Venkatesh,
Wonderful points :).
@Praveen,
Nic...@Venkatesh,<br /><br />Wonderful points :). <br /><br />@Praveen,<br /><br />Nice to hear your encouraging words :). <br /><br /><br />Keeping reading and investing :).<br /><br />Thank you :)Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-66380965734440671812010-08-18T22:55:03.459+05:302010-08-18T22:55:03.459+05:30Nice Mahesh..Thanks for article:)
I think making ...Nice Mahesh..Thanks for article:)<br /><br />I think making huge money in stock market is simply not possible for everyone , even investors is planned for long term statergy.<br /><br />Long term strategy is a painful effort which needs for investor to study his holdings frequently, checks is emotions and learning atttitude from his & others mistakes. <br /><br />1/ He needs a solid long term statergy and stick to the game plan<br />2/ very importantly he should learn to take losses and let winners run. Most ppl does other way round :) , this is simply because they are too attached to there money, which compells them not to book losses.<br />3/ try to become rich slolwy like fine wines, which mature slowly. :)<br />4/ take good advises from experts like from our Shabu Sir, as we can't do everything ourself. You certainly wouldn't study medicine in order to remove your own appendix rit :)<br /><br /><br />Atlast, tremendous profits comes with lot of pains either in stock market. Stock market pains are booking losses of non performing holdings and pain to hold the gainers for long term :)<br /><br />Regards<br />VenkatVenkathttps://www.blogger.com/profile/14444100700983441399noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-76676580586346762132010-08-18T21:51:35.441+05:302010-08-18T21:51:35.441+05:30Hi Madan,
Thank you for your comment you made goo...Hi Madan,<br /><br />Thank you for your comment you made good points :). Here are some points related corresponding to your points in sequence.<br /><br />1. Your sentence "Returns from past decade for US market has been around 0%", caught my eye. one more example i can give is "berkshire hathaway made only 5% CAGR in last 5-10 years". US Growth matured, why ?, because you see everywhere McDonals, everywhere starbucks, everywhere coca cola etc. No expansion left in US. Sales has matured etc. I am no way concerned with index, index is much loved by hard core traders :).<br /><br />2. If RJ told that he is not a pure long term investor then why he is holding Karur vysa Bank since from 1993 if i remember correctly. He made lots of money, and he use most his liquid fund for trading in cash/F&O, i heard that he employeed some people to trade in his RARE office. And yes as you said all the short term gains goes only to long term investment :). Yes There are short term opportunities based on some parameters.<br /><br />3. Market always trades 2-3Q’s fwd earnings, keeping pressure on earning on companies, if company didn’t meet the high expectation of investors, then stock takes a south direction(Fall). Same happened in DotCom burst, investor kept very high expectation on technology companies and when they failed to meet expectation, crash occurred. That is called growth trap. <br /><br />People now chasing growth stocks. When they pay high price compare to intrinsic value keeping in mind of growth for the company, then return on that stock is bound to suffer if company didn’t prosper as per investor expectation. They get stuck in to growth trap. Many people stucked up in infosys during 1997-2000 dot com burst, but people would tell that if one entry level for growth stock is right, one can never get in to growth trap. But such entry level is reserved for promoter, PE/ angel investor and VC’s J (sequoia capital made $400m by selling Youtube to google by investment of $11m J, in just 1 year 9 months.).When valuations are high then stay away.<br /><br />Thank you :)Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-25270018958877263512010-08-16T09:41:13.146+05:302010-08-16T09:41:13.146+05:30Excellent Article..... This shows ur depth and und...Excellent Article..... This shows ur depth and understanding of value investing and that too with flavor of Long Term....<br /><br />Nice Selection of Pictures of this type of Content...<br />We will see many wipro's very soon in our life...Praveen Goswamihttps://www.blogger.com/profile/01438442428340191264noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-38803015714035054572010-08-16T08:11:08.610+05:302010-08-16T08:11:08.610+05:30Dear Mahesh,
Your argument is correct. It is alwa...Dear Mahesh,<br /><br />Your argument is correct. It is always better to go with long term investment as it is more stable when compared to short terms. Here are a few thoughts though -<br />1. Thought timing the market is not possible always, it plays a very important part in your profits. Returns from past decade for US market has been around 0%. So blind buy and hold wont work all the time. If you are not comfortable with markets at a particular time, sometimes it makes sense to stay away from it breaking your 'Long term' rule. Obviously I am not talking about Sensex going up and down by 1000 points and all but extreme cases.<br /><br />2. I have seen interviews of RJ where he claims that he is not a pure long term investor but does a lot of short term investments too. But all the short term gains goes only to long term investment. It is good to make use of the opportunities in the short term. Again, I am not talking about quitting long term view. But I just want to say that we should accept the fact that short term opportunities exist (I am not talking about technical graphs here), and it does make sense to give it a shot at times.<br /><br />3. When the market is very high as right now and if you are fully invested in the market, I don't think it is right to claim your long term theory. Again, if you are not comfortable with the market, better start moving out of it gradually. Take your money out of it (if you are heavily invested), and wait for a dip and then come inside.<br /><br />Thanks,<br />Madan NMadan Kumarhttps://www.blogger.com/profile/08995567009390429357noreply@blogger.com