I like Durians. Love eating them, though I do so moderately, not because of any health aspects but more because they're pretty expensive.

I see quite a parallel between durians and the stock market.

In trying to bottom pick, we pick durians from the ground. Just don't stand under the durian tree too often; we might get knocked by the thorny durians on the way down...

In value investing, people scrutinize the business, it's financials, and it's valuations. Same for durians. If one wants to buy durians, he will scrutinize it, shake it, look at the color, look at the stem, check if the thorns are sharp and fresh. Lastly, having concluded that the durian is acceptable, we look at the price. Sometimes, durians are in large supply and we can get top grade durians at $10/kg. Sometimes, they are in short supply and cost $22/kg. So, we make a ......