I study the fundamentals and also hear what the management says about the future...this is how I could catch HDFC twins for last 2-3 years, Bajaj Finance after hearing Sanjiv Bajaj on TV ...,Maruti after hearing RC Bhargava ,Eicher Motors after listening to Siddhartha Lal confidence about future.
Fundamentals are of course important but the management knows much more about the current environment. Here we are talking about clean and fair managements and not chor management. It helps to listen to good managements when they talk.
We cannot have opportunity of company visits and interaction with management like what Mutual Funds and high networth investors have so this is the best we can have and it certainly helps a lot.
Smart_trade
Fundamentals are of course important but the management knows much more about the current environment. Here we are talking about clean and fair managements and not chor management. It helps to listen to good managements when they talk.
We cannot have opportunity of company visits and interaction with management like what Mutual Funds and high networth investors have so this is the best we can have and it certainly helps a lot.
Smart_trade
How to distinguish between good and Chor Management ....?
In case of very bluechip and one of the prominent IT company Satyam's management ...... Satyam's Raju ..... who had also got some golden peacock award .... turned out to be a Choron ka Sardar ......