From time to time I have been asked for suggestions about individual stock by friends and family. Suria Investment Newsletter (SINLetter) was founded in August 2005 as a means to disseminate my research and opinions about publicly traded stocks to friends and family.
Over the course of the last four years, it has evolved into something much bigger with thousands of subscribers. My approach to investing is mostly a value based philosophy with an occasional tryst into companies that offer growth at a reasonable price (GARP). I am willing to hold an investment for 5 years or longer as long as the underlying investment thesis does not change. As is the case with many value investors, I am usually early while getting into an investment. This investment philosophy was formed after following the markets continuously over the last decade, through multiple bubbles and the ensuing gut wrenching crashes.
While I cannot claim to have a formal education in finance or business, I have learned about investing through personal experience and by reading various books including some by the investment gurus Benjamin Graham, Philip Fisher and Peter Lynch. Throughout my life, I learnt a lot about stock investing from my father who has invested in stocks and bonds for over 30 years and is one of the most successful investors I know. Operational experience as the founder and President of a software services company called Eugene Software Solutions and a consultant to a number of VC funded high growth San Francisco start-ups has also helped me understand some of the operational challenges faced by companies.
The goal of this newsletter is to outperform the market when it is going up, while limiting the downside risk when it is heading lower. Just like everyone else, I am prone to making mistakes but thankfully the “Enrons” have been few and far in-between. I hope that you will enjoy reading this free stock investment newsletter.