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Paullow’s different financial journey
By Sillyinvestor  •  September 13, 2014
I first got to know Paullow at valuebuddies, when he wrote deep analysis on Hupsteel.
He commented on my post about my delusional financial journey and is very encouraging.
We interacted and his views are rather thought provoking. I am not going to summarized our conversation, you can read the comments yourself. I think he gave me a few insights which I will share here.
Insight 1: Simple concept works
He told me not to spend too much time crunching numbers, but spot perpetual dividend payers. He mentioned Colgate, and when I ask about Hupsteel, he told me that counts too.
The all important question: can the earning be repeated and dividend paid over and over again.
ST engineering come to my mind, but for him, it does not have to be blue chips. While his list include ST, he also mentioned TCIL ( no idea what that is) ...
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By Sillyinvestor
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