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Evolution of investor thinking on ROCE

Source:Miserly Investor

3 replies on “Evolution of investor thinking on ROCE”

Hi,

You are doing a very great jop in providing so much infomation , guidance and analysis free of cost ,very thankfull for it

I have a request , if you can also provide some way -where we can find out -like what mutual funds are buying /selling in a month- this information is available , but too scattered , did not get much clarity

this information will help ,people like me who want to self invest , but know our limitations , but want to ride on mutual fund big ideas /picjs -like idfc investment in page in 2010 , motilal oswal taking big position in eicher in 2012 …..

definately this approach has downfall means every pick of mutual fund manager is not a multibagger but it helps in reducing the universe of stocks to be picked and you can figure out the size of bet also which gives a insight of how much conviction they have with a particular stock

thanks again

regards
rohit

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