Philip Kotler
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Philip Kotler, the father of Modern Marketing

Marketing is not the art of finding ingenuous ways to exhibit what you do. Marketing is the art of creating genuine value before your clients and helping them to improve. The keywords of Marketing are “Quality”, “Service” and “Value”. Every business is a service business. You’re not a chemical company. You’re a company of chemical services. […]

emerging markets
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Mark Mobius

In emerging markets, an investor cannot trust the numbers entirely, owing to the lack of sophisticated and transparent accounting systems. Thus, financial analysis in emerging markets requires far more detailed assessment of management, the business, and the environment than in advanced-economy markets. Western-developed value investment strategies, he recognizes the differences in emerging markets: higher volatility, […]

Great companies
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Great Companies

Great companies are those that will be worth a lot more many years from now; those with solid balance sheets and cashflow, great management, high returns on capital, pricing power,  excellent cultures, and with strong competitive advantages that keep competition at bay with minimal risk of disruption or obsolescence.   Please follow and like us:0

balance sheet
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Marty Whitman

I think it’s easier than trying to play the market and forecast the market’s gyrations. Most investors are outlook-conscious. I’m price-conscious. I have this easy way of measuring price, quantity and quality. Everything is in the balance sheet–the only way you know whether you’ve covered all the bases is to look at the balance sheet. […]

Jim Collins
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Jim Collins

“Good is the enemy of great. And that is one of the key reasons why we have so little that becomes great. We don’t have great schools, principally because we have good schools. We don’t have great government, principally because we have good government. Few people attain great lives, in large part because it is […]

Stock
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Stock Prices Follow Earnings

If you buy a business whose earnings are higher in the future, it’s likely the share price will be as well. Consider a simple example. You buy a 100 stock earning 10, ie an undemanding P/E of 10X. If its earnings grow at 12%pa, in ten years it will be earning almost 28. Providing the […]

Knowledge
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Compounding Knowledge

Especially when you are young, it’s rather about compounding knowledge than money. The kind of money you make when you are very young makes it hard for students to succeed in stock investing. But, perhaps, at such a young age, it’s more important for you to create a foundation by compounding knowledge generate meaningful cash […]

MERCENARIES
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MERCENARIES

Brokerage firms want you think everyone’s capable of investing—10 per trade. Mutual fund companies don’t want you to think you can do it; they want you to think they can do it. In that case, you’ll put your money into actively managed funds and pay the associated high fees.   Please follow and like us:0

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