Comments on Unfair Value: About Us

Hey Kamlesh. There are only two financial blogs th...

2010-01-22T07:04:13.021-08:00

Hey Kamlesh. There are only two financial blogs that I had grown to like. One of them is/was yours. Another one is valueinvestorindia.blogspot.com.

I don't see any recent post on your blog. What happened, man? In the times of insane money, there is a dearth of sane financial articles. Looking forward to some wisdom-bytes from you. Don't stop a noble thing you started.

Hi Kamalesh,

I Perfectly agree with what yo...

2009-04-09T12:12:00.000-07:00

Hi Kamalesh,

I Perfectly agree with what you have to say!

Only thing I was expecting after getting good insights by reading you articles was to also get information about good Indian business, to key an eye on them. And buy them when they would deliver unfair returns to me!As an NRI and a starter it would be diificult I hope to get such an information.

If you can also help us by just briefing about business which might be interesting inaddition to your "Businesses I admire" column would be great.

Best Regards,

Vamsi

Well, the LWB Special model portfolio was created because i wanted to let the figures speak for themselves. People forget the words but they don't forget the money they earn. In that sense the experiment was successful.

The problem with stock recommendations is that people follow things in part. Years ago, I had a friend who followed my recommendation to buy M&M at split adjusted price of Rs 48. As the stock fell, he grew more and more nervous while I was buying all along. Later he sold the stock at a loss of 50%. I made a gain of 2500% by holding the same stock for next 8 years. After this incident I realized that the investor is an integral part of an investment process. It is not possible to give a investment recommendation without knowing the investor. You can either manage other people's money or let them manage it. There is no middle path. that rules out stock recommendations.

Hi Kamalesh,
I have been following your blog an...

2009-04-07T06:57:00.000-07:00

Hi Kamalesh,
I have been following your blog and Lawern buffet group over past 6 months. Really wonderful job!

I have a simple question to you. As you said to me in your intial e-mails you would not make any recommendations to the members of the Lawarrenbuffet group and I found these lines in your blog
"The group also created a model portfolio based on value investing ideas that has given 53.15% compounded returns for 4.5 years"?

Once again great work guys keep going!

Vamsi

Hi Kamlesh,

Came to this site via the Feb'0...

2009-03-01T20:25:00.000-08:00

Hi Kamlesh,

Came to this site via the Feb'09 post on La Warren Buffet. In a few words, the content on this site is like a breath of fresh air amidst the gloomy news all over the world. Feels like walking along the beach on saturday morning after a hectic week at work!

Kudos to Seema for the proofing.

Bye, and Take care!

Hi Seema, I am impressed by your line of thought. ...

2008-08-30T19:49:00.000-07:00

Hi Seema, I am impressed by your line of thought. Best of luck,

Sonia

Kamlesh,

Thanks for the newsletter. It is v...

2008-08-22T22:18:00.000-07:00

Kamlesh,

Thanks for the newsletter. It is very useful to get good incites into your perspective on value investing and good info on what the expert value investors may be doing.

Thanks to Seema for the compiling the letters, they are very lucid and easy to read.

I wish the team great success.

Novi

A very good initiative.

Keep up the good wo...

2008-08-21T10:32:00.000-07:00

A very good initiative.

Keep up the good work.

Comments on Unfair Value: About Us

Hey Kamlesh. There are only two financial blogs th...

Hi Kamalesh,I Perfectly agree with what yo...

Hi Kamalesh,I have been following your blog an...

Hi Kamlesh,Came to this site via the Feb'0...