tag:blogger.com,1999:blog-28086856.post6454459136621935487..comments2024-03-20T01:42:13.273+08:00Comments on Eight percent per annum: Value investing in Singapore stocks: Mind ShareJayhttp://www.blogger.com/profile/03292158817395898619noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-28086856.post-15800219207631098412008-08-01T09:03:00.000+08:002008-08-01T09:03:00.000+08:00Hi Market Uncle, SechaiThanks for commenting, that...Hi Market Uncle, Sechai<BR/><BR/>Thanks for commenting, that is very true! Patience and margin of safety, two most important tenets of value investing.Jayhttps://www.blogger.com/profile/03292158817395898619noreply@blogger.comtag:blogger.com,1999:blog-28086856.post-13727934023980018062008-07-30T23:17:00.000+08:002008-07-30T23:17:00.000+08:00This comment has been removed by the author.Sechaihttps://www.blogger.com/profile/01683854748089332401noreply@blogger.comtag:blogger.com,1999:blog-28086856.post-6164679169908767812008-07-30T22:33:00.000+08:002008-07-30T22:33:00.000+08:00Sometimes it takes experience and flare to differe...Sometimes it takes experience and flare to differentiate good barriers from lousy ones. High profit margin and high turnover naturally attracts competitors. It will be another painful experience when one sees his/her companies' "barriers" being slowly torn to shreds by onslaught of competitors. <BR/><BR/>Thus margin of safety is very important and the only true but uncomfortable armour an investor have is his/her patience.Market Unclehttps://www.blogger.com/profile/13926458268187430049noreply@blogger.comtag:blogger.com,1999:blog-28086856.post-66343233703795079812008-07-25T23:47:00.000+08:002008-07-25T23:47:00.000+08:00Ya, thats why Buffett also known as "patience" inv...Ya, thats why Buffett also known as "patience" investor.<BR/><BR/>We got to be patience, MOS decides the risk that we are going to face, the Cost and the Return.Sechaihttps://www.blogger.com/profile/01683854748089332401noreply@blogger.comtag:blogger.com,1999:blog-28086856.post-53470610760823724282008-07-25T22:18:00.000+08:002008-07-25T22:18:00.000+08:00That is quite true, margin of safety is a concept ...That is quite true, margin of safety is a concept that a lot of investors understand but is too difficult to implement. Most likely bcos we are always so trigger happy and like to buy stuff without waiting for the real bargain!Jayhttps://www.blogger.com/profile/03292158817395898619noreply@blogger.comtag:blogger.com,1999:blog-28086856.post-54848878619696520302008-07-24T00:34:00.000+08:002008-07-24T00:34:00.000+08:00The Chinese Herbal Medicine - Eu Yang Sang.Chewing...The Chinese Herbal Medicine - Eu Yang Sang.<BR/><BR/>Chewing gum - Wrigley.<BR/><BR/>Other than circle of competence, another reason for Buffett doesn't own some great company might be Margin of Safety. <BR/><BR/>Mind share is important, as a barrier to entry, but not all Mind Share companies are good investment. For example, DaimlerChrysler. <BR/>Research work is important.Sechaihttps://www.blogger.com/profile/01683854748089332401noreply@blogger.com