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Showing posts with label QMV. Show all posts
Showing posts with label QMV. Show all posts
Sunday, 1 January 2023

Investment Research and Inside Information

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How far is it reasonable to go in pursuit of information The investment research process is complicated by the blurred line between publicly...
Saturday, 21 September 2019

How can you begin to own a portfolio of quality companies?

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Settling on Quality There is no scientific way of finding the perfect combination off price and quality. Should we pay dearly for hig...
Thursday, 19 September 2019

The Quality of Companies: Practically all the value investors have gone down the same path of Buffett.

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Graham was too focused on price at the expense of quality.    However, in hindsight, it was clear that the portfolio of quality companies...
Monday, 20 May 2019

Quality first, then Value.

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Over the long term, investment return is more a function of business performance than valuation, unless the valuation goes extreme. More ...
Thursday, 14 March 2019

Checklist for Buying Good Companies at Reasonable Prices

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Here is a summary of the questions an investor should ask for investing in good companies at fair prices. Questions 1 - 19:  Focus on t...
Thursday, 4 October 2018

Careful Investors look for Signs of Quality Management

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One of the main factors determining the success of a corporation is the competence of management. Buy into companies with "good mana...
Monday, 27 November 2017

How to judge the Evaluate of Management?

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https://blog.elearnmarkets.com/how-to-evaluate-management-of-a-company/
Wednesday, 26 July 2017

How to find Quality Companies? (Checklist)

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Here is a useful checklist you can use when you are searching for quality companies: 1.   Company's sales record. You want to see h...
Sunday, 23 July 2017

Can quality be more important than price?

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"It is better to pay a little too much for something that is a very good business than it is to buy some bargain but really a company ...

How to value shares (checklist)

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Here is a checklist to remind me of the process when valuing shares: 1.  Value the companies using an estimate of their cash profits. W...
Tuesday, 11 July 2017

Paying the right price is just as important as finding a high-quality and safe company. Don't be too mean either lest you miss out on some very good investments.

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Most people lose money in the stock market because: they buy stocks that are of poor quality , and, they overpay for these stocks. ...
Saturday, 15 April 2017

KEY PRINCIPLES TO INVESTING IN A STOCK

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In this article we look at the four keys that we believe every stock investment should have. These are not new things but rather the core ...
Tuesday, 2 August 2016

The great investors tend to focus on the process more than the actual outcome.

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Over time, the great investors tend to focus on the process more than the actual outcome. If you have a simple, proven, repeatable syste...
Wednesday, 20 July 2016

A Guided Tour of the Market 13

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Utilities [...] utilities that provide electric service dominate the ranks of the publicly traded companies in the utilities sector. The...

A Guided Tour of the Market 12

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Energy Although energy can be harvested from myriad sources – coal, nuclear, hydroelectric, wind, solar – nothing can come close to chal...

A Guided Tour of the Market 11

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Industrial Materials The industrial materials sector includes a broad array of companies, which make everything from the fragrances used...

A Guided Tour of the Market 10

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Consumer Goods The consumer goods sector is composed of industries such as food, beverages, household and personal products, and tobacco...

A Guided Tour of the Market 9

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Telecom The telecom sector is filled with the kinds of companies we love to hate: They earn mediocre (and declining) returns on capital,...

A Guided Tour of the Market 8

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Media Media companies generate cash by producing or delivering a message to the public . The message, or content, can take several shape...

A Guided Tour of the Market 7

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Hardware The environment in the hardware sector makes it fiendishly difficult to build a sustainable competitive advantage because techn...