我快與1LONG馬先生4不2LI了💢💢

1long。

Investing Philosophy & Style of Mr Govind Parikh. Some of the learnings. Thanks to @_nirajshah for the wonderful discussion. 1Long-Term Focus: Invest with a 3-5 year or longer horizon. 2Visit Companies: Physically inspect businesses to understand them. 3Avoid Leverage: Never borrow to invest. 4Cash is King: Maintain a 10% cash reserve. 5Good Enough: Aim for "good" investing, not "perfect" timing. 6Staggered Buying: Buy in ranges, not precise points. 7Staggered Selling: Sell in ranges, not precise points. 8Bottom-Up Approach: Focus on individual companies, not sectors. 9Value Matters: Don't buy companies at any price. 10Sleep Well: Invest in companies you're comfortable holding long-term. 11Thorough Research: Research companies, promoters, and market players. 12Eliminate Ideas: Be able to reject investment opportunities. 13Crane Analogy: Be patient and selective like a crane. 14Downside Protection: Understand potential losses. 15Patient Discipline: Maintain discipline in boom and bust cycles. 16Sell is Key: Selling is more important than buying. 17Fundamentals First: Base selling decisions on fundamentals. 18No Target Revision: Don't raise targets just because the price rose. 19Conviction Selling: Sell when your conviction changes. 20Quality Focus: Invest in high-quality companies. 21Growth Expectations: Look for companies with potential for 25% growth. 22Management Matters: Good management is crucial. 23Scared Mindset: Acknowledge fear in the market. 24Avoid Losses: Prioritize avoiding losses. 25Small Positions: Start with small positions to test the waters. 26No Emotions: Avoid investing with emotions. Lessons from Market Cycles: 27Expect the Unexpected: Be prepared for unforeseen events. 28Cash for Opportunities: Cash allows buying during downturns. 29Patience Pays: Hold quality shares through tough times. 30"Sell Regret": It's okay to sell early and miss some gains. 312008 Impact: 2008 was a severe drawdown due to illiquidity. 32COVID Lesson: COVID taught the value of deploying cash in panic. 33V-Shaped Rebound: Most corrections rebound within 6 months. Market Analysis & Strategy: 34India Bullish: Optimistic about the Indian market. 35Political Stability: Confidence in the political environment. 36Strong Earnings: Sees strong earnings potential. 37Next-Gen Entrepreneurs: Optimistic about new generation of Indian entrepreneurs. 38Current Market: Believes the market is in a "bottom zone". 39Deployed Cash: Has deployed a significant portion of cash reserves. 40Not Bearish: Not very bearish on the current market. 41Valuation Discipline: Still believes in valuation methods to decide stocks. 42Know What Not to Lose: Importance of knowing the potential downside.

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