Saturday, September 19, 2009

A Buffet Decode

Warren Buffet, a man with his foresight, courage, perseverance and confidence has rode against tide, and perhaps times, to emerge victorious in the game called life. His wisdom, though globally criticized, has weathered the financial Tsunami and has laid a highway where-in the young aspirants can speed away their career wagon. Today it’s not only important but also apparent that his foot steps being thoroughly observed and followed.

Simplicity
From the time Buffet began his career as an investor he constantly choose simplicity over complexity. The familiar businesses which involved buying and trading of goods are his favorite and obvious choices. He purposely has stayed away from the hi-tech businesses such as IT sector for he’s unable to understand the rationale behind them. He invests in the businesses which he understands and seems to have a predictable future. His focus is on buying the shares of companies with great management and not for the sky high claims made by the rest. He advices to buy shares at a reasonable price and hold them for the entire life. This basic investment principle seems forgotten in the buying-selling mayhem of today.

Decisions
Buffet was visibly upset when he said that the so-called experts are to be blamed for misguiding the society and causing the universal financial slaughter. He has always used his own knowledge and expertise for the investment decisions. The experts, the analysts and the so called Guru’s, have no place in his calendar. He suggests checking their intent while they promote a stock or mutual fund to you. Usually the high-yield funds are more risky but bear huge commissions to these brokers. On the contrary he challenges one to gain basic knowledge in accounting which helps in interpreting the financial statements. In the long run, the investment in education will prove the results by itself. Post an investment set aside your entire panic factors. Even after an abrupt crash, hold on to your nerve and keep faith in your business. While others run away on some expert opinion, apply your skill and understanding before making a hasty decision.

Faith and Perseverance
Perseverance is a principle unearth from nature. It can be best explained with an example of farming. During the seasons, the farmers sow seeds. They protect the seedlings from all possible threats. They keeping watering and pasturing them with a hope that one day the sowed seed will sprout out and enrich the entire farmland with crop. The harvest will yield them return enabling a year’s living. Buffet promotes nature’s principle of sowing and reaping. He advises to buy, protect and believe in your investment. Persevere with it for a longer period which, as a principle, will guarantee result in future. Let the time take control of your investment while you, as a farmer, keep protecting and praying. Remember, inconsistency and panic can slay the entire yield.

Buy Businesses, not stocks
Businesses are meant to be constant, while the stocks are volatile. The fluctuations in the price of shares may occur due to reasons other than the underling principles of business. Often they are manually altered setting an emotional outburst within an investor. The hyperactivity in prices may lure an investor into a financial trap. Hence, it is apparent to get inside the core principles of the business and the people handling them. As Buffet says “Great people make great businesses”. Buying the stocks of sound business will ensure the steady returns while the good management will secure the companies future. This business-management mix provides an investors’ paradise. It’s not what you sale, but how long can you sell?

Be Opportunist
The stock market is the place where the emotions keep flowing as swift as a flooded river running downwards through the huge mountains. Usually the buying-selling decisions are taken over the tips gathered from the so called experts. People, alike the ship-herd, follow the best player even if the consequences may lead them into a financial turmoil. Thousands are slaughtered ruthlessly when this ship herd mentality creep in. During such lucrative times, Buffet advices to make decisions based on ones own assessment and adhere to the basic principles of investment. When the herd sells, the time is on for big purchases. Evaluate the correct price and pour into sound businesses. The downturn provides an opportunity for the professional and educated investor. By being an opportunist, Buffet doesn’t mean to swing at every pitch. He means simply awaiting the right opportunity to invest in your circle of business.

‘Mr. Market’ and the ‘Margin of Safety’
Mr. Market, describes Buffet, as your business partner-one with enormous emotional eruption within, who is influenced day in and day by the quoted prices and is allured to make buying and selling decision around it. When he’s elated, he dwells about every good part of business. He sells you his stock but within is afraid about you reaping huge return that he would miss. When he’s down he only sees trouble. He is terrified that you will sell him the depleted stock and tries enticing you by putting a lower price tag on shares.

Buffet warns never to fall under Mr. Market’s influence. Mr. Market will be there day in and day out. He’ll be back tomorrow if you have ignored him today. He’ll continue to offload his stakes with lucrative offers. He’ll play with your emotions over and over again. At such stage, advises Buffet, to check and study the moods of Mr. Market and take a wise decision. Use Mr. Market as a metaphor that every value investor should use to access the prices and opportunities.

Margin of safety means the difference between the ‘Price of stock’ to the ‘Value of business’ with the former better over the price. The bigger the gap, better for the business and ultimately better for the stakeholders.

Be Informed
Information plays a vital role while trading stocks. Keep your eyes and ears open, apply the knowledge and act sensibly. There is no room for hara-kiri in the stock market. Remember the emperor wears no clothes on the trade-street. Gather as much as possible before chucking your money. Get deep into the financial statements of the company prior investing. Check out the promoters’ ethics and the future prospects.

Further, Buffet suggests keeping down your stock holding. Which means, unlike the popular belief, maintain a narrower portfolio. He says diversification is cover for ignorance. More uninformed a person, wider is his portfolio. Ignorance leads a person towards a financial nightmare as he trades numerous stocks without much of ground knowledge. Hence Buffet keeps his holdings concentrated.

With all these proven and tasted Buffet-principles about investment, one can rest assure climbing the financial goal. The investment of time and education is worthy before investing your hard earned money over someone else’s hot tip. Buffet thinks so.

Get going and be a responsible investor.

1 comment:

  1. Good stuff for reading. Very much informative & helpful. Thanks.

    ReplyDelete