tag:blogger.com,1999:blog-7294165939647321702.post5049988779872868109..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: The Dhandho Investor: Chapter 7Saj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-21401192384609332382009-08-31T15:02:38.169-04:002009-08-31T15:02:38.169-04:00Hi Anon,
Unless you really know what you're d...Hi Anon,<br /><br />Unless you really know what you're doing (and it's not enough to just think you know), you should have a diversified portfolio. This market offers enough opportunities to be able to do that (IMO). My fund contains both types of the companies you identified.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-35369603649963083872009-08-30T15:32:58.501-04:002009-08-30T15:32:58.501-04:00hi saj
i wanted to know whether u manage a concen...hi saj<br /><br />i wanted to know whether u manage a concentrated or diversified portfolio?<br />whether u invest in high roic businesss or just companies with deep discount to asset values.<br />if u buy discount to asset values i suppose it must be a pretty diversified portfolio.<br />i m still new to investing so i am sure wat strategy suits , a diversified or a concentrated portfolio?Anonymousnoreply@blogger.com