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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (74251)	11/15/2023 7:56:35 AM
From: Harshu Vyas	Read Replies (2) of 78777

This makes sense, too. But it's hard in practice because there's so much opportunity in the market. There are literally tens of industries and hundreds of sub-industries to choose from. Suppose you choose one stock and sit on it forever, where does your understanding of general business come from and how do you improve? I think you have to constantly look and "tinker" with new ideas. See if it makes sense to you. Problem with looking is you find more stuff. You're probably right - I definitely don't need to own the likes of HMC, CLF etc but (to me) they're still undervalued companies and it's hard to pass on them (when you find them). Maybe it's just a "me" issue. Further, with most companies I find, the aim is to hold them for long periods of time. This discussion has given me another idea - perhaps I ought to work out the upside and the length of time for that upside to resolve. Of course, it'll be hard to implement correctly but it may help in working out if I really want to own the stock. Anything less than 100% and I won't bother? That seems about right. Will have to give it more thought. Thank you for all of the comments.

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