Monday, September 10, 2007

Why this blog?

This blog is initiated as an experiment to connect to interesting minds in this Value-Investing world. This blog is NOT initiated to give tips, or to breed the spectator sport of online-betting.

I am practising VI since past 7-8 years now, and as Pabrai says "I am a shameless cloner" of concepts propagated by Professor Sanjay Bakshi, Mohnish Pabrai, Ben Graham, Warren Buffett, Munger, Marty Whitman, Mike Price, Tim McElvain, and many others - and like most of , follow concentrated approach (WEB's philosophy of a-portfolio-isnt-a-harem!)

I hope to collaborate with practitioners of the subject, who can (1) generate and share knowledge and ideas, (2) who are genuinely interested in understanding businesses not only from quant perspective, but other multi-disciplinary angles (3) MOST IMPORTANTLY enjoy putting their money, where the mouth is.

The view expressed here are not part of any group/organisations/etc. They are NOT RECOMMENDATIONS. Readers are expected to have little IQ (as Buffett says, less than 160 is good for value-investing) to use the ideas/concepts or to ignore them.

As good ideas very minimal, I will try to share few of my best ideas - just like OID.com. Rest of the time, i will prefer enjoying my hobbies of reading annual reports (mostly), and reading books (when not reading ARs); PS2-ing
and traveling.