2. 2
IMPORTANT DISCLAIMER: This presentation is prepared solely to provide information
about this investor behaviour. This presentation is NOT meant for equity investment. It
should NOT be construed as an investment advice for buy/sell/hold or any other form of
recommendation. This presentation does not recommend any price or price target for any
company discussed. Investment in equity shares has its own risks. The information
contained herein is based on my study and upon sources that I consider reliable. I,
however, do not vouch for the accuracy or the completeness thereof. This material is for
personal information and not intended for any investment decisions. I am not responsible
for any profit or loss incurred based upon it & take no responsibility whatsoever for any
financial profits or loss which may arise from the discussion thread above/anywhere in
communication. It is safe to assume that I, my family, friends have vested interest in any
of the companies/stocks discussed/presented here. Please do your due diligence and take
the help of a qualified advisor/registered research analyst before you take any financial
decision. I am neither of these.
4. 4
Who is an INVESTOR ?
TEMPERAMENT
• Temperament is the most important aspect in investing.
• Focus on these 3. CONVICTION, DISCIPLINE, PATIENCE
• Understanding the phases of the market.
• Do your thorough study on stocks/sectors. Control greed and fear. Leave the rest to
the Market.
• Be greedy when all are fearful and fearful when all are greedy.
• The HERD is mostly not right. Prefer LONELY trades.
• IGNORE noise. Greece, Brexit, Rexit, Trump and Kim tweets, temporary disruptions,
media. Most of the times, these are great buying opportunities.
• Timing and TIME in the market, both are important.
• Always have a mid and long term view. Always ask, can I take a 20-30-50%
correction in the stock I buy, provided fundamentals are intact. Do I have the
courage/conviction to buy when these levels come ?
17. 17
Who is an INVESTOR ?
SIMPLICITY
• Analyze, but don’t over-analyze. Over analysis often leads to
paralysis.
• Avoid too many data points. A lot are irrelevant most of the times.
Learn to look at appropriate data points.
• Make notes. And review at regular intervals.
• Make sure you are buying for fundamental reasons.
• TIP lead to PIT
• There is an EARN in LEARN
• Everything has a PRICE and a VALUE. Learn to buy VALUE.
• Reward WINNERS.
21. 21
About OUR company:
Aurum Capital is a research-based advisory services company.
Started by Jiten Parmar and Niteen Dharmawat, who together
have more than 4 decades of experience investing in equities and
guiding and mentoring fellow investors.
Aurum Capital plans to start research advisory services and
portfolio advising services soon.
Twitter - @aurumcapital
email : aurumcapitaladvisors@gmail.com
