July 25, 2024

What can we learn from Peter Lynch? 

Peter Lynch is one of the most renowned investors in the world. He was the portfolio manager of the Fidelity Magellan Fund from 1977 to 1990. 

Who is Peter Lynch?

Over his 13-year stint, he managed to generate returns at a CAGR of 29.2%, turning $14 million into $18 billion. His portfolio outperformed the S&P 500 almost every year.

Phenomenal returns

He is also credited as an inventor of the price-to-earnings-growth (PEG) ratio. This ratio helps investors determine whether a stock is undervalued considering its growth potential.

Inventor of the PEG ratio

Lynch followed the philosophy of first identifying the growth prospects of the company, followed by analysing the company’s financial statements. Here is what we can learn from him!

Investment
philosophy

Bear markets don't last forever, and bull markets don't last forever. 

Understanding market cycles

He famously said, "You should not own what you do not understand." He believed that investors should thoroughly understand the businesses behind the stocks they own.

Fundamental analysis

Lynch's investment philosophy revolves around long-term investing. He encourages investors to be patient and not to worry about short-term market fluctuations.

Long-term perspective

The crucial lesson for all investors is to stick to what they know, and if they want to venture into unfamiliar territories, make sure you do the research first.

Importance of research

To read more webstories, check out Upstox News

Read More