Tag Archives: Phillip Fisher

Interesting reads 28 Oct 2013 – Great Investors, Phillip Fisher, Walter Schloss, Bubbles


1. From Buffett to Fisher: Winning stocks identified using wisdom of 5 market gurus – http://bit.ly/1clVXH6
An excellent article from Economic Times – on short notes on 5 great investing gurus and a few stocks picked to match their style. Analyse these stocks further before deciding to buy or sell.

2. A Dozen Things I’ve Learned from Philip Fisher and Walter Schloss About Investing – http://bit.ly/1eYZ6dA
Tren Griffin distills the investment knowledge and wisdom from great investors Philip Fisher and Walter Schloss.

3. Historic Stock Market Bubbles Repeat. Learn and Predict the Next One – http://bit.ly/1dCFwpP
A collection of articles posted on Old School Value blog on various stock market bubbles – An excellent read.

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Interesting reads 28 Aug 2013 – PEG Ratio, John Maynard Keynes, Business Checklist, Phillip Fisher, Indian economy, and Special Situations


1. Beware The PEG Ratio – http://bit.ly/16QlC1j
What are the other factors to look at and how we can get distracted just by blindling following the PEG ratio
2. A Dozen Things I’ve Learned About Investing from John Maynard Keynes – http://bit.ly/19WLS2q
A nice compilation of John Maynard Keynes’ Financial wisdom
3. Tom Gardner’s Great Business Checklist – http://bit.ly/14DeTfb
An useful checklist for analysing and filtering out good businesses to invest in
4. 10 Don’ts for Investors from Phillip Fisher – http://bit.ly/16EFm85
Taken from Common Stocks and Uncommon profits, and good compilation of 10 key points from Phillip Fisher for investors
5. There Are Plenty Of Reasons To Believe India Will Avoid A 1991-Style Crisis – http://read.bi/16MK7QC
A nice article by Business Insider on India’s current economic cycle and highlighting the positives of our economy.
6. How To Invest In Special Situations – 5 Essential Criteria – http://bit.ly/143as9J
A nice article that defines a special situation, and a formula from Benjamin Graham to capture the values and five key points to consider while investing in special situations

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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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