Essential Insights for Growth and Investment Success
Explore valuable insights on investing, financial growth, and the role of continuous learning in the journey to financial independence. Gain wisdom on stock selection, portfolio allocation, and the advantages of being a doctor while also delving into the importance of timing in the market and the significance of prudent investment decisions. Discover strategies for beating inflation, planning for retirement, and making smarter investment choices to secure a prosperous future.
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INITIAL YEARS AWAKENING ROLE OF A BOOK LYNCH REFINEMENT MORE BOOKS GROWTH AS INVESTOR VALUEPICKR ADVANTAGES OF BEING A DOCTOR VICARIOUS LEARNING CONSTANT LEARNING FROM BOOKS AND OTHERS
WHY WHEN HOW WHAT HOW MUCH TEMPERAMENT
BEATING INFLATION COMPOUNDING, PLANNING RETIREMENT EASY LIQUIDITY MAKE YOUR MONEY WORK FOR YOU ADVANTAGES OF DIRECT INVESTMENT VS MF SETTING UP A CO TAKES A LOT OF TIME. BUYING IN EARLY PHASE HELPS IN PARTICIPATING IN CO S GROWTH
IMPOSSIBLE TO TIME THE MARKETS 80% OF STOCK S MOVE HAPPENS IN 20% TIME PETER LYNCH SAYS, MORE MONEY IS LOST IN WAITING FOR CORRECTION THAN IN CORRECTION ITSELF TIME IN MARKETS RATHER THAN TIMING TELLTALE SIGNS OF BUBBLE
ALWAYS INVEST MONEY SURPLUS TO URGENT NEEDS DOCTORS HAVING GOOD CASH FLOWS CAN AFFORD TO HAVE HIGHER PERCENTAGE OF EQUITY INVEST AN AMOUNT THAT WILL LET YOU SLEEP IN PEACE.
BASICALLY CONSISTS OF STOCK SELECTION PORTFOLIO ALLOCATION SITTING TIGHT OCASSIONAL CHURN
SOURCES OF STOCK IDEAS BUY WHAT YOU SEE OR USE RESEARCH REPORTS EXPERT RECOMMENDATIONS IDEAS FROM INVESTOR FRIENDS, FORUMS ABOVE ARE ONLY STARTING POINTS KNOW WHY YOU SHOULD BUY A COMPANY. INVESTMENT THESIS 7 MINUTE DRILL
HONEST AND CAPABLE MANAGEMENT UNDERSTANDABLE AND PREDICTABLE BUSINESS POTENTIAL FOR GROWTH GOOD BALANCE SHEET OPPORTUNITY SIZE VERSUS MARKET CAP LESS PRONE TO DISRUPTION
STOCK PRICES ARE SLAVE TO EARNINGS STOCK MARKETS LOVE GROWTH STORIES PERCEPTION VERSUS REALITY MISMATCH GOOD COMPANIES IN TRANSIENT TROUBLES BUYING WHEN BLOOD ON STREETS KEEPING A BUYLIST HELPS
DOING BASIC RESEARCH SCREENER.IN VALUEPICKR ANNUAL REPORTS RESEARCH REPORTS RESEARCHBYTES
IMPORTANT PARAMETERS SALES GROWTH PROFIT GROWTH TAXES PAID, INTEREST PAID BALANCE SHEET, DIVIDENDS PROMOTER INTEGRITY, PLEDGING VALUATIONS
CONSISTENT GROWTH CHANGE IN MANAGEMENT/PROMOTERS DEMERGERS HIDDEN ASSETS INDUSTRY TAILWINDS BALANCE SHEET CLEANUPS, PROMOTER BUYING HIVE OFF OF LOSS MAKING BUSINESS CYCLICAL LOWS SUPPLY SIDE SHRINKAGE EXPANSIONS AND LOW CAPACITY UTILISATION
RIDING WINNERS, SELLING LOSERS. MOST INVESTORS DO OPPOSITE CASH NEEDED FOR PERSONAL USE EXCESSIVE OVERVALUATION, FROTH BETTER OPTION INVESTMENT THESIS NOT PLAYING OUT MARKET EXHUBERANCE
MOST OF TIMES MORE IMP THAN STOCK SELECTION FOR SUPERIOR RETURNS HIGH CONVICTION + GOOD FUTURE POTENTIAL+ATTRACTIVE VALUATION COMPOUNDING MACHINES HDFC BANK, ASIAN PAINTS, GRUH FINANCE, ITC, PAGE INDS,
BUY WHAT YOU KNOW DOCTORS PREFER SOFTWARE COMPANIES AND SOFTWARE GUY PREFERS PHARMA COMPANIES APPLYING ONE S DOMAIN KNOWLEDGE TO INVESTING COMMONSENSE APPROACH
AJANTA PHARMA STRONG GROWTH LEADING UP TO 2010 AND CONTINUING LARGELY NEGLECTED BY MARKETS STOCK WENT UP MORE THAN 60 TIMES LIMITED VARIABLES, CONSISTENT GROWTH
COMPANY MAKES SYNTHETIC LEATHER CAME TO NOTICE BECAUSE OF PROMOTER BUYING IN 2009-2010 CONSISTENT GROWTH HIGH DIVIDEND PAYOUT CALIBRATED EXPANSIONS STOCK UP MORE THAN 50 TIMES SINCE 2009
MAKES SHRIMP FEEDS CHANGE IN VARIETY OF SHRIMPS CHANGED INDUSTRY LANDSCAPE GREAT MANAGEMENT MARKET DOMINANCE UP 6 TIMES IN 2 YEARS
COMPANY WAS INTO HOUSING FINANCE QUOTING AT AROUND 130 AGAINST BOOK VALUE OF 180 WITH NIL NET NPA COMPANY WAS GROWING AT A FAST CLIP IN ITS LENDING BUSINESS. FROM 2013 TO 2016 IT WENT UP 12 TIMESAND SUBSEQUENTLY ALSO WENT UP 2.5 TIMES.
BAJAJ FINANCE HDFC BANK PIRAMAL ENTERPRISES CCL PRODUCTS AARTI INDS BATA THOMAS COOK GMM PFAUDLER PIDILITE
DONT ACT ON TIPS DON T FOLLOW ANYONE BLINDLY DON T OVERPAY DON T INVEST WITHOUT A THESIS DON T INDULGE IN FUTURES/OPTIONS DON T BUY COMPANIES WITH VERY HIGH DEBT
HAVING THE RIGHT MINDSET IS MOST IMPORTANT FOR INVESTMENT SUCCESS. ONE MUST HAVE THE TEMPERAMENT TO WEATHER MARKET CORRECTIONS AND STAY CALM. IT IS IMPORTANT NOT TO BE SCARED OUT OF OUR INVESTMENTS WHICH MAY GO DOWN DURING MARKET MELTDOWNS. DURING JOURNEY OF ANY MULTIBAGGER THERE WILL BE MANY DRAWDOWNS.
ONE UP ON WALL STREET PETER LYNCH FIVE RULES FOR SUCCESSFUL INVESTING- PAT DORSEY DHANDHO INVESTOR MOHNISH PABRAI COMMON STOCKS AND UNCOMMON PROFITS PHIL FISHER MANY OTHERS
