Tag Archives: Philosophy

Three Dimensions of Valuation

Three Dimensions of Valuation

Posted on 30. Oct, 2010 by .

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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

Quality of Management

Posted on 23. Oct, 2010 by .

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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

Five Ways to Find High Quality Businesses

Posted on 17. Oct, 2010 by .

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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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