Posted by AyamTua > 2015-03-21 12:49 | Report Abuse

in spirit of positive and logic.
the reban ayam behind my house
i have made it good already

Let me show where I look for these margin of safety factors in my stock selection. There are 3 areas where one should look for margin of safety. Let's call these the 3 legs of Margin of Safety. Here they are.

1. QUALITY (Good to great quality growth stocks, with durable competitive advantage)

2. MANAGEMENT (Managers with integrity, intelligence and hardworking. Operational efficiency: Profit margin trends, ROE trends, and D/E trends that are good/great, maintained or improving)

3. VALUATION (Fair to bargain prices for Great companies, Big bargain prices for good companies.)


Well, choose your picks.

Yes, you can get great bargains too in foraging in gruesome companies that are selling at big bargain prices. Often, many of these remain gruesome and the prices may even continue to go down more due to fundamental deterioration in their businesses.

Posted by AyamTua > 2015-03-21 12:51 | Report Abuse

.. in ideal market hypothesis
but the reban ayam behind my house
is never ideal


kikiikikiii

Posted by AyamTua > 2015-03-21 12:54 | Report Abuse

the only way to be safe?
not to be safe... and hide behind fortress

and yet more adore and be love.
sharing is caring.

Posted by AyamTua > 2015-03-21 14:30 | Report Abuse

yep.. kikiii