Tag Archives: peter lynch

Interesting reads 17 Nov 2013 – Henry Singleton, Kenneth Andrade, Peter Lynch


1. Henry Singleton: A Master of Capital Allocation – http://bit.ly/cJMda1
A nice article about lesser known (atleast for me :)) great investor and capital allocator Henry Singleton who generated 30% plus ROE and consistent YOY growth in EPS over a decade.

2. Kenneth Andrade Strategy For Buying Winning Stocks – http://bit.ly/1cVlQhk
Kenneth Andrade – Fund manager of IDFC AMC and his investing approach, his winning and losing picks. Also, has a link to his interview in Economic Times.

3. Is Peter Lynch’s GARP Investing Dead? – http://bit.ly/1eNehJN
A nice argument on whether do we have opportunities to pick Peter Lynch style growth at reasonable priced stocks in today’s changing business environment.

4. Visiting the Basics of the Dividend Payout Ratio – http://bit.ly/18Fp4y6
Revisiting Dividend Payout Ratio basics. Understanding this metric is very important in picking stocks.

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Interesting Reads 30 July 2013


  1. A Dozen Things I’ve Learned About Investing From Peter Lynch
  2. A Dozen Things I’ve Learned About Investing from George Soros
  3. The 100 Best Finance Blogs

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Interesting reads 27 July 2013


  1. 14 Of The Most Essential Lessons You Learn In Business School
  2. This Powerful Chart Made Peter Lynch 29% a Year for 13 Years
  3. 10 Secrets of the Capitalist Class
  4. Where Do I Start? My Reply: Competitive Advantages
  5. 10 Things You Probably Never Knew About Money

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Filed under Economics, General, Investing

Proven Investment Quotes


Proven Investment Quotes
We investors have read a lot about and would have even experienced certain evergreen investment quotes like the following:

  • ‘Buy Low & Sell High’
  • ‘Feel greedy when others are fearful’

I wanted to do a small test in our Indian market on the above quotes.

The Indian market’s lowest levels were in March 2009, when stock prices fell to their historical lows of that time, and also most of us were very fearful. Anyone who trusted the above quotes and practiced them in their investment process, would have gained a lot, and would be sitting on hefty profits.

I have just taken a few fundamentally sound businesses across sectors as a sample.

For ease of calculation, I have not taken stocks that have gone through bonuses and splits.

Stock prices are closing prices on the respective dates.

Stock

06-Mar-09

19-Jul-13

Growth

Asian Paints

736.45

5,165.40

601.39%

Bosch

3,049.95

8,698.90

185.21%

Colgate

433.30

1,497.05

245.50%

Exide

35.05

134.40

283.45%

FAG Bearing

232.00

1,430.70

516.68%

Gillette

623.35

2423.05

288.71%

HUL

223.95

686.10

206.36%

Nestle

549.85

5,702.65

937.13%

P&G

687.15

2,994.00

335.71%

Page Ind

320.90

4,496.70

1301.28%

Shriram TF

184.50

659.85

257.64%

Sun TV

155.75

400.50

157.14%

Swaraj Eng

84.25

494.60

487.06%

Wendt

361.00

1,047.00

190.03%

For example, if anyone who bought just 5 shares of each business above, on 6th Mar 2009, would have invested 38,387.25 as of 6th Mar 2009, and would be sitting on current portfolio value of 1,79,154.50

That is a mind boggling return of 366.70% over 4 years.

So, it is true that all the Investment quotes from great investors like Benjamin Graham, Warren Buffett, Peter Lynch, Phillip Fisher are all from their lifetime investment experience and we are fortunate to get their wisdom easily by reading about them.

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Interesting reads 19 July 2013


Fisher-Inspired “PSR” Strategy Still A Market-Beater
Peter Lynch Style : Do ‘turnarounds’ really take a U-turn?

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Interesting Reads – 13 July 2013


  1. Stock Buybacks
  2. You’re Doing It Wrong: 4 Mistakes That Make Everyone a Bad Investor
  3. 9 Competitive Advantages of companies
  4. Peter Lynch Style: Mastering the Cyclicals

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