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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
A Professor & Fund Manager Sanjay Bakshi
Sanjay Bakshi is an Adjunct Professor at Management Development Institute ( MDI ), Gurgaon – one of India’s top business schools.He received his M.Sc. (Economics) from London School of Economics and Political Science.He is also a fellow member of the Institute of Chartered Accountants of India.
At present he teaches a popular paper on Behavioural Finance and Business Valuation.Mr. Sanjay Bakshi is very popular at MDI, for the reason he is elected as the best professor by the students most of the time.
Moreover, Mr.Sanjay Bakshi is a successful value investor with an audited long term track record of delivering a gross USD return of 24% a year from 2001 to 2012. He is also Managing Partner at ValueQuest Capital LLP – a specialist in moats investing. ValueQuest advices some of India’s large family office in making conservative but meaningful, long-term public maket investments.
Mr.Sanjay Bakshi is active on social media and writes a popular blog called Fundoo Professor.
He seems to be an inspiring man & his investment journey will be a great learning source for us. MFP has put efforts to collect his interviews from various sources.Kindly refer the below links:-
Link 1 : Life Journey ( ARVIND )
Link 2 : Interview by Ian Cassel ( MC )
Link 3 : Value Investing The Sanjay Bakshi Way ( SN )
Link 4 : Lecture at IFA Galaxy Summit ( YT )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
An Interview with Softbank’S CEO, Masayoshi Son ( HBR )
Turnaround Company : Suzlon ( FORBES )
Part I : Dollar Shave Club:How Michael Dubin Created A Successful Company(MEDIUM )
Part II : Dollar Shave Club and The Disruption of Everything ( STRATECHERY )
Start Up Funding : Truckola ( VCC )
Active vs Passive Investing ( AVC )
10 new VCs who are bullish on India ( MINT )
Is the Indian VC party over? ( NL )
C. Other Stories
DaVita HealthCare Partners (DVA): An Intelligent Fanatic Led Turn Around ( MC )
Blue chip stamp letter before merger with be BRK ( GB )
Fund Manager Interview : Mrinal Singh on ICICI Prudentail Value Discovery Fund ( VR )
Chit Fund Methodology ( AI )
Horlicks: Low on Energy ( OUTLOOK )
Dumb Alpha: Trailing or Forward Earnings? ( CFA )
Stock Review : MPS ( BI )
Gem or Fake ? Valiant Communication Ltd. ( R2R )
Activist Investing Has A Size Problem ( AS )
Decontrsucting urgent vs. important ( SGI )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck