www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A.  This week’s Special:- 

Global Value Investing with Mebane Faber

Mebane Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, seprate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

He delivered lecture at Google Talk, where he explain following points :

  • His investment philosophy
  • Average investor behaviour
  • CAPE Ratio
  • Common investing criticisms
  • In which regions the international value investor should look in 2016
Kindly access to the below links for full lecture : 
Meb Faber at Google Talk

 

B. Entrepreneurial Diary

( “Business means solution of a particular problem and Creating value for customer as well as value  for company ” – Paramjeet Redu )

Company Profile:AAditya Milk Ice Cream ( OUTLOOK )
Business Coverage : ZOMATO ( FORBES )
Unilever Acquires Dollar Shave Club: Was The Rubicon Just Crossed? ( LW )

The HP Way: How Bill Hewlett Built hp ( GM )

Startup Story:JungLEADz (SHEROES)

Marissa Mayer’s letter to employees on Yahoo’s $4.83 bn sale to Verizon ( BS )
Platform wars: the final score ( BE )
Decoding Cockroach Startups: What are they doing right? ( KB )

C. Other Stories

GEICO :The Security I Like Best Buffett 1951 ( VIN )
Notes on Credit Acceptance Corp (CACC)  ( BH )
Stock Review: Khaitan Chemicals (ND)
Gem or Fake ? Vascon Engineers ( R2R )
Knowing Where To Get Out Before Getting In ( ASC )
How many stocks should you own? ( KR )
Warren Buffett Deputy Ted Weschler Makes His Mark ( II )
How GST will impact various sectors ( FORBES )
Rs.25,300 Crore of NCDs coming soon (ET)
Technical Analysis: The Market’s Oldest Religion ( AA )

“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