We are followers of Benjamin Graham, Warren Buffett and Charlie Munger. Our investment philosophy is guided by the value investing principle of buying a security at a discount to its intrinsic value. When we invest in a stock, we buy the business and not the stock. We remain agnostic to the daily fluctuating stock price as long as we continue to believe in the business. We view market volatility as a friend that allows us to buy securities at a discount or sell at a premium to intrinsic value.
Our investments are selected based on the following criteria:
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Economic Moat
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Leadership Position
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Margin of Safety
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Corporate Governance
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Good Track Record
To summarise,the goal remains to buy/sell as seldom as possible and sit on good quality companies for long periods of time.