Whoa gents & ladies please take a step back & see where we are.

The forum is a platform for expressing views, methods & processes, discussing companies, bringing in depth through analysis,  psychology, issues impacting our investments and then some more (about comradeship and having some fun).

We share a purpose to learn from what’s working and what’s not. We also share a purpose is to becoming good investors.

On this forum we have multitudes of experiences & profiles.

There are literally hundreds of varients of how one can become a successful investor. (Forex trading, growth investing, early stage growth investing, growth investing only with leaders, deep value, value with growth, value with a trigger,  dividend focussed, cyclical, turnarounds, restructuring and special situations, spinoffs, shorting, Futures and options, charting, etc. etc.)

As we have learnt we need to know what works for us -individually.

This individual formula is a complex residual of what we have learnt, how we have reacted in the past, our successes and failures, our psychological makeup etc. etc. It’s also a never ending process of becoming a good investor.

Here the issues discussed are being mixed with ideology (what is a successful investment for me and what has worked for me) and personal opinions.

There are class investors who have specialized and excelled in a particular process. E.g. Soros(fx), Jim Rogers (commodities), etc.

Everyone is entitled to finding his own groove, method, philosophy and process. That does not mean that is the only method or that his or her method is superior or inferior. We have to respect this diversity.

This forum is a big success because it allows multitude of opinions and learning’s to be expressed. Let’s not harm this.  If someone does not understand or disagrees with an opinion – the right processes has to be - bring depth of argument and explanation to defends one’s rational. This would allow more people to learn, think differently and ourselves also to articulate our own methods.

On a softer note, I was seeing Chakde India and the first half reminded me of this internal infighting – the good news is in Chakde – in the second half - the purpose wins, the team wins and individually the players win.

So chill! & Chakde TED!

1) Media stocks = A direct play on the stock market cycle as one will see an increase in viewer ship in bull markets and vice versa.

2) Retail & other Fancy stocks = Direct play on employment growth in an economy, based on classical economic GDP cycles.

3) Internet Stocks = Based on human (user) preference cycles.