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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Scuttlebutt Investing , The Jatin Khemani Way
Jatin is a SEBI Registered Investment Adviser.He has over five years of experience in investment analysis and portfolio management.In his last stint with a Delhi-based brokerage house he was solely responsible for the research activities of the organization right from picking new ideas to tracking the existing portfolio thereby assisting the directors in managing the proprietary book.
He is a graduate of Delhi University and earned his MBA in Finance from Christ University, Bangalore.Further, Jatin has completed all 3 levels of examination of the Chartered Financial Analyst ( ” CFA ” ) , USA in his first attempt and is currently awaiting his Charter.
Thanks to his admiration for Mr.Peter Lynch & Mr.Philip Fisher, Jatin has over the years become proficient in Scuttlebutt, a primary research method to find out truth about a company or an industry. .
Recently he was interviewed by Ramesh Damani in his show ” Wizards of Dalal street ” . Kindly access to the below links for detailed talk :
Link 1: Interview with Gurufocus ( GF )
Link 2: Interview with Mr. Ramesh Damani ( SW )
Link 3 : India’s Consolidation Wave talk ( SW )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Serial Entrepreneur: Mark Cuban ( NPR )
Strategy Is Not a Game of Chance ( LI )
Netflix Culture : freedom & responsibility ( SS )
Computers Learn to Use Apps Like Humans Do ( WI )
Lessons learnt by Lifetime Achievement Award winner Harsh Mariwala ( EC )
Chris Gardner: The homeless man who became a multi-millionaire investor ( BBC )
C. Other Stories
Compound Effort Over Time ( DR )
The Infrastructure and Investing ( PP )
The Art and Science of Investing ( CB )
The Evolution of Value Investing ( MO )
Saving Investor From Themselves ( JW )
Tilting my mirror (motivation is delicate) ( SO )
Book Review: Intelligent Fanatics Project ( RWI )
Bell Industries: Warren Buffett’s Fountain of Youth ( LW )
The Secret Behind Zara and Uniqlo’s Supply Chain Models ( LN )
Why Moats are Essential for Profitability (Restaurant Edition) ( IQ )
The rise of Live Nation and the fear of an emerging music monopoly ( AB )
The Best Investing Book to Read if You’re Only Ever Going to Read One ( GI )
“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