Yes, the LightHouse edition for Sept 2022 is ready now and on its way to the subscribers. This edition is a special one where we cover some new ground. The Lighthouse theme this time is “Value” – a different lens for our investing decisions. Here’s the sneak peek into all the high value insights packed […]
The crux of value investing
For a long, long time, I struggled to understand what value investing means? Investing is investing, after all. What is the point in giving these tags of growth investing, value investing, evidence based investing, etc. etc.? And yet, some of the foremost investors in the world practise and preach value investing. Mutual funds such as […]
DSP Value Fund – Is this really new?
On Nov 20, 2020, DSP Mutual Fund is launching a new fund – DSP Value Fund. The fund aims to follow value investing principles and invest in domestic as well as international stocks. It also plans to take on valuation based calls and sit on cash/money market investments, if right opportunities are not available. As […]
Quantum Long Term Equity Value Fund – Know your Fund
Can a small mutual fund scheme set the benchmark on industry norms, practise value investing in its truest form, does not have a rockstar image fund manager and yet deliver meaningfully for its investors? Warren Buffett laid out 2 rules with respect to investing. Rule no. 1 – Never lose money; Rule no. 2 – […]
Parag Parikh Long Term Equity Fund – Know your Fund
There are just a handful of funds in the MF industry which can claim to truly stand for their investors. Parag Parikh Long Term Equity Fund is one such fund. We covered this fund almost 2 years ago. It’s time we revisited the fund and check if it continues to stand for the investors and […]
Value Investing – a primer on stock investing
I have been in the world of investing for years now. One phrase I often come across is “value investing”. If you ask a real practitioner of value investing, she will say “it is all there is to investing”. Investing cannot be anything else but based on value. I cannot disagree. Hence, I have been […]
