tag:blogger.com,1999:blog-14779053.post113046981821334051..comments2023-10-24T07:39:20.317-07:00Comments on Is this thing on?: Response to Questionsyeshttp://www.blogger.com/profile/04255656208440246594noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-14779053.post-1131683760637641942005-11-10T20:36:00.000-08:002005-11-10T20:36:00.000-08:00...and yes, I do have a problem with authority!!!!......and yes, I do have a problem with authority!!!!<BR/><BR/>The last two comments sound like a bit of a harsh reaction to rules, but they are pretty close to what I think. I have read most rules for investing and marketing, and all of the books that you are probably reading in Business school, but that knowledge helps me understand but does not guide my decisions. You can recognize things, but nothing ever fits nicely into any of the books.<BR/><BR/>I beleive that knowledge (book/web/other) guides. I beleive that experience guides. I beleive rules guide. But you have to use all of them together to THINK. Trusting any one of them to pull you through is a bad idea.yeshttps://www.blogger.com/profile/04255656208440246594noreply@blogger.comtag:blogger.com,1999:blog-14779053.post-1131683582464987622005-11-10T20:33:00.000-08:002005-11-10T20:33:00.000-08:00The statement about following was a bit harsh, and...The statement about following was a bit harsh, and I am too laxy to edit it out. I wrote it...leave it there.<BR/><BR/>SO - I realize what the fool guys are saying, and agree that being contrarian is good, and looking ahead is good, etc... <BR/><BR/>BUT - I beleive even more that going the way I want, which is some mix of the above, is the way that works for me. Trying to fit the way I work in to some rules has never been a smooth thing. <BR/><BR/>The exception to that, as there is always one.... is that you have to follow some rules, and learn from others experiences, etc...<BR/><BR/>I have gone around and read as many different approaches as I can. There is a time and a place for all of the approaches, but knowing which time and which place is the magic bit that makes you filthy rich (and I am far from there) (oh yeah, luck is useful as well...) <BR/><BR/>So - I think there is a time to follow those Fool rules, but there is also a time not to. Knowing which is which is the hard bit. <BR/><BR/>This is when it comes down to your gut, and what you think, and your experience and your brain, but mostly what you beleive. You can justify stuff with rules, and if you get the wrong answer, you can switch rules until the rules say you should do what it is that you were going to do anyway, so that is why knowing as many rule sets as possible is a good thing. That way you can always find some expert who says you are right. <BR/><BR/>I have little use to arguements that go "The rules say this will work" as I have found it is never that simple. They MAY be right, but I want to hear WHY they are right, and why YOU think they will be right. I want to know that you have thought about it all the way through and beleive it will work that way, NOT that you recognized that the situation fit what the rules said so you stopped and assumed "Well A, B, C are true, so I skip D through X and we get Y and Z." I want to hear all of it and know you thought about it, as at the end you will either beleive it or not, but it will be based on your guy feeling of the whole picture, not just a rule that was followed.yeshttps://www.blogger.com/profile/04255656208440246594noreply@blogger.comtag:blogger.com,1999:blog-14779053.post-1131683111631729362005-11-10T20:25:00.000-08:002005-11-10T20:25:00.000-08:00Suhit,Fool is good, but following heards has never...Suhit,<BR/><BR/>Fool is good, but following heards has never been my cup of tea. Doing it because I beleive it is how I work. Once something is a movement means that I am too late and probably missed the fun bit already. <BR/><BR/>Their forum boards on things I know about (biotech...) are pretty useless, so I would beware of any info that I get from there.<BR/><BR/>Trying to figure out how to set up an email address that I would check, as getting the address is easy...checking it not so much. Yes I can forward, but I have to remember where to send from, and I am a bit scattered at the best of times.yeshttps://www.blogger.com/profile/04255656208440246594noreply@blogger.comtag:blogger.com,1999:blog-14779053.post-1130569775049722432005-10-29T00:09:00.000-07:002005-10-29T00:09:00.000-07:00Hey:Thanks for taking the time to respond to my qu...Hey:<BR/><BR/>Thanks for taking the time to respond to my questions. Much appreciated.<BR/><BR/>If I understand you right, you say that "stock market investing" type of thinking is fine however, I need to develop the game forward and not just stuck at understanding the industry.<BR/><BR/>I totally agree with you. Thanks for pointing that out. Again that is depended on how well I understand the technology and industry and bigger things like adoption cycles, regulations, consumer interest etc...<BR/><BR/>I like your idea of Annual reports etc. Let me elaborate on how I would like to go about it.<BR/><BR/>I am not looking at market research reports. rather learn it first hand.<BR/><BR/>I am evaluating this website called www.fool.com (may be you have heard of them).<BR/><BR/>They have different investing strategies and one of them is called Rule Breakers (http://rulebreakers.fool.com).<BR/><BR/>The idea is to find those companies in emerging technological industries (IT, INternet, Biotech, nanotech) which can be huge in the stock market in the coming years.<BR/><BR/>And the forum boards, the aricles and everything is connected to learning about these industries, the technology, the future of the industry, which companies have the strength to take it there and why? etc...<BR/><BR/>Anyway, I do understand that at the end of the day it is about "my beliefs" and understanding...which I agree. I am just trying to point out a way to get there.<BR/><BR/>And, you mentioned at the end: "come to me". Do let me know how I can do that? Dummy e-mail address that you want to create and correspond or whatever is comfortable to you.<BR/><BR/>And I will be ready to take the heavy load. I understand that you can help me more on biotech, which is fine for me...<BR/><BR/>Thanks once again.<BR/><BR/>Cheers,<BR/>SuhitSuhit Anantulahttps://www.blogger.com/profile/02018640396863387150noreply@blogger.com