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Towards Value Investing

December 3, 2012
  • Be it in trend following or value investing, significant wealth is only created by inactivity,passivity and patience.
  • I have moved on from what I was doing- first from a trend following guy, to bringing quantitative approaches to it, to working with a  Mauritius domiciled quant hedge fund. Needless to say the focus of this blog has also changed quite substantially.
  • This blog will have the same focus as my portfolio rationale- towards investment operations with deep ‘value based’ rationale, investigation of a business from the perspective of a business owner, and a miserly one at that, backstopping the downside first(which was the same with trend following) and making very concentrated but high quality bets.
  • Any investment decision is and will be taken with an investment thesis in mind.

Over and Out!

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2 Comments leave one →
  1. December 3, 2012 10:26 am

    Wellcome back!

  2. piyush permalink
    December 7, 2012 5:18 pm

    Hi Soham,

    I was interested in talking to you about the hedge fund you are working for. Could we talk about it sometime.

    Cheers,
    piyush

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