Archive for 'Investing Philosophy'
When to sell?
Posted on 10. Jan, 2011 by TheFreeInvestor.
As I invest for long run, I had very little realized gain/loss in 2010. So, at the end of the year, I didn’t have to do many tax loss related selling. However, in the new year, I am critically reviewing my holdings to see whether each of my investment thesis are playing out as expected. […]
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Should You Love Your Investments?
Posted on 06. Dec, 2010 by TheFreeInvestor.
Often we hear from investment professionals that we should be emotionally detached from our investments. If you are a short term investor or a day trader, I guess, that principle makes sense. Though I understand the point that emotional attachment leads to irrational decisions (or delayed decisions), I have a different take on the subject. I […]
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Three Dimensions of Valuation
Posted on 30. Oct, 2010 by TheFreeInvestor.
In the last two posts, I covered two aspects of investing – quality of business and quality of management of the firm. This post is devoted to the third and final aspect – financials and valuation. Valuation can be a fun exercise to do. But, due to the mathematical nature of the exercise, too much reliance on […]
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Quality of Management
Posted on 23. Oct, 2010 by TheFreeInvestor.
In the previous post, I wrote about five ways to find high quality businesses. There are two more areas that I investigate before investing in a company. This post is about one of those areas – Quality of Management. In my view, when you are a retail investor, assessing the quality of management is probably one […]
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Five Ways to Find High Quality Businesses
Posted on 17. Oct, 2010 by TheFreeInvestor.
Before I start talking about specific companies or industries of interest, I want to write about my investment approach and the characteristics that I look for in my investments. Hopefully some of the characteristics will resonate with your investment criteria. First in that list is the quality of the business. I am not looking for […]
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