Now that there's an alarm that there's a crash in the market, few insights from the legendary Value Investor, Mark Mobius-

1. It's an obsession- You live investing. Waking up or going to sleep, you are thinking about your stocks, researching them.

2. Buy in panic, Sell during bubble- Easier said than done, take Q1 2020, were you able to put in more capital, even as your portfolio declined?

3. Learn from mistakes- Great investors are great because of their intense desire to learn from their own past mistakes.

4. Common sense view of risk- The greatest risk control is common sense.
Ex: Ruchi Soya became 1500 from 100, again to 400, back to 700 in an year.
Common sense says to resist and don't buy into hype.

5. Conviction- Great investors do hard work & indepth analysis before buying. Such is their conviction, that even when faced with criticism, they don't deter. They acknowledge the bear point but their conviction in their analysis does not waver.

6. Left and right side of brain turned on-

Left side: Analytical side; able to do calculations & financial analysis, and interpret.
Right side: Creative side; ability to take a step back at the big picture in certain situations rather than over-analysing.

[The most important]

7. Ability to live through volatility- Short term volume does not equate to long term risk. If your process leads to strong LT decisions, ignore ST volatility.



@Atulsingh_asan @ipo_mantra @contrarianEPS @saketreddy @YMehta_ @AnyBodyCanFly

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More from @sidalok7

5 Jan
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

Read 25 tweets

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