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The Infant Learner

Some stuff I read this week:

A.  This week’s Special:- 

Value Investing , The Javier Ruiz Way

Javier Ruiz serves as Chief Investment officer at Metagestion. Metagestion is an independent investment manager with over 30 years of experience which follows an investment philosophy of value investing for 15 years. He joined Metagestion in 2007 as an analyst and co-manager. He strongly believes in the school of ” Value Investing ” and is heavily influenced by Warren Buffett and Charlie Munger’s approach.

Recently he was interviewed at Manual of Ideas, where he talked about : –

  • His Investment Philosophy
  • How to generate investment ideas
  • Stock selection criteria through case study
  • How to assess the quality of management

 Kindly access to the below links for detailed interview :
Interview With Javier Ruiz

B. Entrepreneurial Diary

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

Before You Grow  ( YC )
Turning Gravity into Light ( MC )
Structure for a productive Venture ( AS )
Drones for Delivery in Healthcare ( OC )
Flying cars are closer than you think ( TV )
The business opportunity of the century ( GM )
10 Brutal Truths About Success No One Wants to Hear  ( IN )

C. Other Stories

Fair & Fine ( ML )
Cheaper Doesn’t Mean Do More  ( CO )
Two Important Investment Principles ( BH )
The Greatest Story Seldom Told ( TS )
Book Review : When Genius Failed ( IC )
Mohnish Pabrai Lecture at Boston College ( YT )
Understand Your Numbers: Capitalisation Study( VK )
Excessive Diversification is Pointless & Damages Returns ( LW )
How to Invest When You Only Have an Hour a Day to Do It ( GI )
Business Blunder: Pancake Flipper Al Lapin Jr. & International Industries ( IF )

“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