www.mfp.co.in
The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Deep Value Investor : Amit Wadhwaney
Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC,and the founding manager of the Moeru Worldwide Value Fund. Mr.Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide,and has managed global investment portfolio since 1996.
Prior to founding Moerus, Mr.Wadhwaney was a Portfolio Manager and Partner at Third Avenue Management LLC. Mr.Wadhwaney founded the international business at Third Avenue Global Value Fund, LP, the Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund, an open end mutual Fund.
Earlier in his career, Mr.Wadhwaney was first a securities analyst, and then Director of Research at M.J.Whitman LLC, a New York- based broker-dealer. Prior to joining M.J.Whitman, Mr.Wadhwaney was a paper and forest product analyst at Bunting Warburg, a Canadian brokerage firm.He began his career at Domtar, a Canadian forest products company. Mr.Wadhwaney holds an M.B.A in Finance from the University of Chicago. He also holds a B.A with honors and an M.A in Economics from Concordia University, at Concordia,he was awarded the Sun Life Prize and the Concordia University Fellow in Economics, and he subsequently taught economics classes there.He also holds B.S. degree in Chemical Engineering and Mathematics from the University of Minnesota.He speaks English,French , Gujarati, Hindi , Sindhi, and Spanish.
Recently he was interviewed at Opalesque.com. Kindly access to the below links for detailed conversation:
Link 1 : Lecture at MDI, Gurgaon ( YT )
Link 2 : Interview at Opalesque.com ( YT )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Making Humans a Multiplanetary Species ( YT )
Peter Diamandis’s 9 Rules For Building A Successful Business ( FH )
Company Profile : Bira 91 ( FORBES )
Snapchat Spectacles and the future of wearables( SC )
How to build the future :Sam Altman ( YC )
Can you build a successful business out of side projects? ( CC )
Mistry’s elephant ( EC )
C. Other Stories
Part I : Practicing a “Punch Card” Approach to Investing ( BCB )
Part II : Practicing a “Punch Card” Approach to Investing ( BH)
What is an ‘Intelligent Fanatic’ ( PB )
What’s Warren Buffett’s Secret to Great Writing? ( PP )
The Rise of ETFs and Passive Investing ( VC )
Technology Disruption in Advisory Business ( BS )
The Difference Between a Bubble and a Cycle ( CF)
The Science Behind the Wells Fargo Scandal ( IC )
Chris Diiorio Had just lost a million dollars on One Penny Stock ( TI )
Lessons from One of the Most Successful Mutual Fund Managers of All Time ( LW )
“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