tag:blogger.com,1999:blog-3120517700412488632.post8366724176869666521..comments2023-10-11T04:04:02.959-07:00Comments on Value Investing to Investing Values: Damn Right, I’ve got the bluesNinad Kunderhttp://www.blogger.com/profile/14275940021296930028noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-3120517700412488632.post-45109337919788853632008-05-20T14:57:00.000-07:002008-05-20T14:57:00.000-07:00ninadblue chip at high valuations are riskier than...ninad<BR/>blue chip at high valuations are riskier than marginal small caps. with small caps, most people know they are speculating and hence they are carefully (generally).<BR/>with blue chips, a lot of people get lulled into complacency. assuming that the company is good, they think the stock is good too.<BR/><BR/>for ex: infosys in 2000. was sellin at 13K. after 8 years, split adjusted it is around 16K. at best 4-5% return including dividendsRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-3120517700412488632.post-47025116380604347142008-05-17T23:55:00.000-07:002008-05-17T23:55:00.000-07:00Hi AnonymousYou are right about the "bigger fool" ...Hi Anonymous<BR/><BR/>You are right about the "bigger fool" syndrome. <BR/><BR/>Like they say the trick is to find the sucker in the room and if you cant locate one then you are the sucker. <BR/><BR/>There is always the right price for the wrong company and the wrong price for the right company. <BR/><BR/>Cheers <BR/><BR/>NinadNinad Kunderhttps://www.blogger.com/profile/14275940021296930028noreply@blogger.comtag:blogger.com,1999:blog-3120517700412488632.post-33939584147920718662008-05-17T12:55:00.000-07:002008-05-17T12:55:00.000-07:00Interesting viewpoint, its definitely about price ...Interesting viewpoint, its definitely about price (or say value) too. often forgotten, especially in times of irrational exuberance, when nothing is too costly, and you always believe there's a bigger fool just round the corner, who you can pass the hot brick. but then the music stops, and the hot brick burns your hand.Anonymousnoreply@blogger.com