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How to track stocks/sectors:(for the justifiably endangered retail active investor) 1/ To have 10 stocks in your portfolio you probably have to track a 100 companies. These include competitiors

Few steps that can improve your returns:(for the stubborn, amateur, active investor, who should rather be indexing) Don’t buy anything that you are not comfortable buying at least 5%

“PE ratio doesn’t tell you everything” has been bastardised to mean “higher the PE, the better”. There are gurus claiming “PE has zero informational value”. People are giving examples of

Financials are Dead. Long Live Financials. Domestic facing sectors doing well & large private lenders suffering are probably inconsistent outcomes. Recovery in domestic economy will lead to better repayment

ROE vs. ROCE vs. ROIC(Calculation & Implications) ROE = PBT (1 - t) / Book Value of Equity t = Tax RateEasiest to calculate & most commonly used. Debt might

A few Investing principles/thumb-rules: (thread) Seek (unreasonable) Safety: For all their quotes about being courageous, Buffett, Klarman, Marks, Lynch... never really had to be (when buying, while avoiding — sure).

Some thoughts on Life Insurance:These are simplistic views, possibly full of errors. Please point them out -(thread) Insurance penetration at about 2%-3% is touted as the reason for growth potential