October 30, 2015

Golden words which you can ignore

A manager has to avoid committing large mistakes. It's important to differentiate between what is risky and what's value. Laziness and bias, both, can pose serious challenges to portfolio performance. Extreme rigour is needed to be able to discern opportunities in sectors facing headwinds. Our market is rewarding growth as it is scarce. So, while value is important, one can't lose sight from the near-term growth outlook a particular sector or company has.

All empty talk loaded with tons of management jargon - means nothing.

Source: http://www.business-standard.com/article/markets/frequent-revisiting-of-investments-a-must-madhusudan-kela-115100700840_1.html

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