www.mfp.co.in
The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Joel Greenblatt, Professor and Fund Manager
Mr.Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985.Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches ” Value and Special Situation Investing.”
Mr.Greenblatt is a director of Pzena Investment Management Inc., a global investment management firm.He formerly served on the Investment Boards of the University of Pennsylvania and UJA Federation.
Mr.Greenblatt is the author of You Can Be A Stock Market Genius , The Little Book that Beats the Market , The Little Book that Still Beats the Market, and The Big Secret for the Small Investor.
He is the former Chairman of the Board ( 1994-1995) of Alliant Techsystems, a NYSE-listed aerospace and defense contractor.He holds a BS (1979) , summa cum laude, and an MBA (1980) from the Wharton School of the University of Pennsylvania.
Recently he was interviewed at Barrons.com. Kindly access to the below links for detailed interview :
Link 1 : Joel Greenblatt Investing Secret ( AM )
Link 2 : A conversation with Howard Marks ( YT )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
My Journey As A First-Time CEO ( FS )
Economic of Funeral Business ( NY )
The Intellectual Yet Idiot ( ME )
Letters from a Self-Made Merchant to His Son ( FS )
Why the Problem with Learning Is Unlearning ( HBR )
How I Built This podcast – Samuel Adams: Jim Koch ( OC )
Jeff Bezos shares his management style and philosophy ( YT )
C. Other Stories
Multibagger or Falling Knife – Rajeev Thakkar ( YT )
“The Quest for 10-100 Baggers” : Mohnish Pabrai ( 72 )
How Investors Should Deal With Surprises ( CB )
Wizards Of Dalal Street, Mr. Taher Badshah ( MO )
Win the war, Ignore the rattle ( SP )
Sweden: Cashless country ( SE )
The Art of Value Investing ( BF )
How PMS Scheme Work ( SS )
Stock manipulation: Ram Minerals and Chemicals ( ML )
Walchand Peoplefirst Ltd – shaping India Inc’s talent ( IWC )
Why Warren Buffett decided to close his Investment Partnership in 1969 ( VV )
Rs 500, Rs 1000 notes ban: Can bonanza help govt to recapitalise banks ( FE )
“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