Advantages Of
Individual Investor
Some rules and facts
that must be considered before invest single penny.
Don’t
be panic when market goes down. If you invest in good company then don’t sell
out until the fundamental not changed.
There
is no need to be professional to invest in stock market. According to Peter
Lynch says that the rule is: Stop listening to professional! Twenty years in this business convince me that
any normal person using the customary three percent of brain can pick stock
just as well, if not better than the average Wall Street expert.
This
is investing, as smart money isn’t so smart and the dumb money isn’t really as dumb
it thinks. Dumb money is only dumb when it listen to the smart money.
The Power Of Common Knowledge
L’eggs is the perfect example of the
power of common knowledge. It turned out to be one of two most successful consumer
products of the seventies. In the early part of the decade, before I took over Fldelity
Magellan, I was working as a securities analyst at the firm. I knew the textile
business from having travelled the country visiting textile plants, calculating
profit margins, PE ratio and the esoteric of warps and woofs. But none of this
information was as valuable as Carolyn’s. I didn’t find L’eggs in my research;
she found it by going to the grocery store. If a product becomes best seller
without brand name recognition, imagine how it will sell once the brand is
publicized. Carolyn didn’t need to be textile analyst to realize that L’eggs
was a superior product.
How many women who bought panty hose, store clerks who saw the women buying panty hose and husbands who saw the women coming home with panty hose knew about the success of L’eggs? Millions
Two or three years after the product
was introduced, you could have walked into any of thousands of supermarkets and
realized that this was the best seller. From there, it was easy enough to find
out that L’eggs was made by Hanes and that Hanes was listed on the New York
Stock Exchange.
You know it before Wall Street knows
it. Why wait for the Merrill Lynch restaurant expert to recommend Dunkin Donuts
when you’ve already seen eight new franchises opening in your area? The Merrill
Lynch restaurant analyst isn’t going to notice Dunkin Donuts until the stock
has quintupled from $2 to $10 and you noticed it when the stock was at $2.
Investing in stock is an art, not
science, and people who have been trained to rigidly qualify everything have a
big disadvantage. If stock picking could be quantified, you could rent time on
the nearest Cray computer and make a fortune. But it does not work that way.
All the math you need in stock market you get in the fourth grade.
Don’t gamble; take all your savings
and buy some good stock and hold it till it goes up, then sell it. If it doesn’t
go up, don’t buy it. Buying asset rich
companies at fifty cent on dollar and then waiting for the marketplace to pay
full amount. Warren Buffet, greatest investor of them all, looks for the
same sort of opportunities I do, except that when he finds them, he buys the
whole company.
If a stock is down but the fundamentals
are positive, it’s best time to hold it even better to buy more.
Fund managers in general spend a quarter
of their working hours explaining what they just did- fist to their immediate
boss in their own trust department, and then to ultimate bosses, the clients
like Flint at White Bread.
Some funds are further restricted
with a market capitalization rule they don’t own a stock in any company below
$100-million size.
You don’t have to invest like an
institution. If you invest like an institution, you are doomed to perform like
one, which in many cases isn’t very well. Nor do you have force yourself to
think like an amateur if you already are one. If you are a surfer, a trucker, a
high school dropout, or an eccentric retiree then you have got an edge already.
That’s where the ten baggers come from, beyond the boundaries of accepted Wall
Street cogitation.
When you invest, there is no Flint
around to criticize your quarterly results or you semi-annual results, or to
grill you as to why you brought Agency Rent-A-Car instead of IBM. Well, maybe
there is a spouse and perhaps a stockbroker with whom you are forced to converse,
but a stockbroker will be quit sympathetic to your odd choice and certainly isn’t
going to fire you for picking Seven Oaks- as long as you are paying the commissions.
And hasn’t the spouse (who does not understand the serious business of money)
already proven a faith in your investment scheme by allowing you continue to
make mistakes?
Maybe you should not have anything to
do with the stock market, ever. That’s an issue worth discussing in some
detail, because the stock market demands conviction as surely as it victimizes
the unconvinced.
Congratulation you take one more step towards your financial freedom.
This Summary from "Learn To Earn"
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