Key Essence of

Value Investing

Safety of Principal

Rewarding Returns

Robust Research

Fundamental Concepts of Value Investing

How to approach

Value Investing

Determine the investment approach that you are comfortable with…

As a value investor, you do not buy stocks, but you own businesses

So, invest only in businesses that you can understand

Identify stocks based on that approach…

Invest in businesses
that are with favourable long term prospects
that are fundamentally strong and managed by competent people
that are available at an attractive price

Price you pay determines the value you get

When prices go down it is easier to find sensible opportunities

Be objective while evaluating businesses for investment…

Do not get excited by businesses that are doing well at present
Hunt for bargains in industries and companies that are out of favour
Determine the Intrinsic value of the business and pay a fair or bargain price

Develop a disciplined approach to investing…

Focus on preserving capital with steadfast commitment to Margin of Safety
Do not jump at every opportunity, learn to say “No”
Do not jump ship at the first sign of trouble
Remain mentally flexible in seeking value

Believe in power of compounding…

Make the right investment after thorough evaluation
And develop the ability to be patient


Value Investors

“Confronted with a challenge to distil
the secret of sound investment into three words,
we venture the motto, Margin of Safety.”

Ben Graham

“Rule #1: Never Lose Money;
Rule #2: Never forget Rule #1.”

Warren Buffett

"Value investing is at its core the marriage
of a contrarian streak and a calculator."

Seth Klarman

“This matter of training oneself not to go with the crowd but to be able to zig when the crowd zags, in my opinion, is one of the most important fundamentals of investment success.”

Philip Arthur Fisher

“Value investing is the stress-free
route to investment success. ”

Christopher H Browne

“You don’t have to be fully invested all the time.
Have patience, keep your standards. ”

Irving Kahn
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