If someone asked me, "What is one investing rule you would never break?", I would immediately say "Margin of Safety" without flinching. In fact, it has almost become an instinct for me to claim a Margin of Safety for every single one of my investment ideas. Why is being cautious so important in investing?
Showing posts with label margin of safety. Show all posts
Showing posts with label margin of safety. Show all posts
Sunday, 11 August 2019
Monday, 26 November 2018
Motherson Sumi Systems Valuation: Saving the Hippopotamus
If you've ever owned a car, you are sure to have used this company's products. With that bold opening statement, let's attempt to unravel the story and the numbers behind one of the largest Retail Automotive players in the country: Motherson Sumi Systems Limited (MSSL).
Wednesday, 19 September 2018
Five Below Valuation: Scaling, $5 At A Time
Recently, I was thinking about valuing a company traded outside India and it came to me as a very interesting proposition when someone suggested that I value Five Below. FIVE (NASDAQ) is a chain of discount stores in the US that sells all its products for $5 or below. And does it well.
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