Rohit Chauhan is an Engineer / MBA with 20+ years of experience, working in different functions in large corporations in India and abroad. Rohit was introduced to the value investing philosophy in the mid 90s and has since then followed it in managing money for himself and others who have entrusted their capital to him.
Rohit has been writing on the topic of investing for the last 11 years via his blog valueinvestorindia.blogspot.com.
Safal Niveshak (SN): You’ve’ widely covered your journey on your blog, but let me still start with the customary question. How did you get into value investing, and how has your process evolved over the years?
Rohit Chauhan (RC): I got interested in investing as I had to manage my family’s finances after I finished my MBA. I started learning the basics by reading newspapers and books as this was the only way prior to the internet.
I came across a book The Warren Buffett Way in a public library and the book spoke about this billionaire in Omaha who had become rich by investing in stocks using some very common-sense principles. I was hooked.
Over the years, I read as much as I could find on Buffett, which lead me deeper into value investing and to the teachings of Benjamin Graham, Philip Fisher and other greats in this field. So you can say that I have learnt mainly through books and the internet just accelerated the process.
As I was exposed to Buffett at the start of my journey, his philosophy and teachings have formed the bedrock of my approach. Over the years, I have studied other great investors and have dabbled in deep value investments, arbitrage and other opportunities. However, my core philosophy of buying good companies at reasonable prices remains the same.
My process has evolved to become more qualitative and focused on aspects such as the competitive advantage of businesses, industry dynamics and management as these factors finally drive the numbers. This evolution has also happened due to the fact that markets have become much more competitive over the years and it is difficult to find obvious quantitative bargains now.
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