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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Equity Research Analyst , Saurabh Mukherjea
Saurabh Mukherjea is the CEO of Institutional Equities for Ambit Capital, an Indian investment bank.Mr.Mukherjea has over 12 years of experience in the equities business.Prior to joining Ambit Capital, he was the Head of Indian Equities at Execution Noble Limited and the Lead Analyst at Noble Group Limited, Research Division. Mr.Mukherjea was the co-founder of Clear Capital, in 2003. He sold Clear Capital in 2008 to Execution Noble and set up their Institutional Equities business.
In 2014 and 2015, he was rated as the leading equity strategist in India by the Asiamoney polls. Mukherjea has spent most of the past decade trying to construct and implement systematic methods for analyzing Indian companies in the midst of the chaos that surrounds the Indian stock market.A London School of Economics alumnus, Mukherjea is also a CFA charter holder. He lives in Mumbai with his wife and two children.
He Recently published his book : ” The Unusual Billionaires ” . Kindly access to the below link to read Chapter 2 & 3 of the book :
Chapter 2 : Asian Paints : Seven decades of Excellence ( AC )
Chapter 3 : Berger Paints : 250 Years in the Making ( AC )
Construction of Coffee Can Portfolio ( AC )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Company with Best Culture Case Study : Next Jump ( YT )
Cooking without smoke ( BS )
Full Self-Driving Hardware on All Teslas ( TS )
CEO Profile :-Supam Maheshwari ( ET )
Company Proflie :- Hero Moto Cop ( FORBES )
The Boroline Story ( MINT )
AI, Apple and Google ( BE )
Six things Instagram did right ( SC )
C. Other Stories
Uber Moat ( NY )
The Coffee Can portfolio ( OW )
The Maturation of an Investor ( MC )
The 1980s: Period of three extraordinary investors ( MC )
Peter Bevelin on Seeking Wisdom, Mental Models, Learning, and a Lot More ( FS )
The Most Complicated Simple Problems ( CF )
Can an investment process, Rust? ( PP )
The Best Investor You’ve Never Heard Of ( GC )
Whitney Tilson’s 2007 Wesco Annual Meeting Notes ( TF )
Debit card security breach: Will banks refund your money? ( HT )
“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