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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Value Investor Raamdeo Agrawal
Mr. Agrawal is a Chartered Accountant, Co-founder and Managing Director of Motilal Oswal Financial Services Limited. Mr. Agrawal is responsible for research and has been involved in setting up the investment management philosophy at the Motilal Oswal. Mr.Agrawal serves as a Joint Managing Director and Co-Promoter at Motilal Oswal Securities Limited.
He is passionate about Equity Research and investing into Equity markets and inspired by Warren Buffet’s thoughts and his style of investing ( Quality, focused , long term and buy and hold ).
He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. In 1986, he wrote the book Corporate Numbers Game, aling with Co-author,Mr.Ram K Piparia.He has also featured on ” Wizards of Dalal Street on CNBC TV 18 “.
Recently he was interviewed at Bloombergquint.com. Kindly access to the belows links for detailed interview:
Link 1 : Interview at Bloomberg ( BQ )
Link 2: How Raamdeo Agrawal picks stock ( MS )
Link 3: Mr. Agrawal on QGLP ( YT )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Eleven Reasons To Be Excited About The Future of Technology ( ME )
Company Profile : Toyota’s ( FORBES )
Uber’s First Self-Driving Fleet (BM)
Ravi Jaipuria’s $5-billion dream ( MINT )
Disconnect ( SL )
Alibaba & Jack Ma by Duncan Clark ( IP )
3 Ways to Incorporate More Compassion into Your Company Culture( SF )
C. Other Stories
Latest memo from Howard Marks: Political Reality ( OC )
WeChat’s Huge Moat in China ( BH )
A Cautionary Tale : Trump Hotel & Casino Resorts ( PC )
Research Perspective: Generals and Specials ( LW )
The Perfect Pitch ( MC )
Misled and Mis-sold: Financial misbehaviour in retail banks? ( NSE )
Tata vs DoCoMo ( ET )
Times Change and Moats Change With Them ( HC )
Successful Investor attributes ( SM )
A brief history of India’s foreign policy ( GH )
“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