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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Interview with Whitney Georg
Whitney George has been the portfolio manager of the Sprott Focus Trust since 2003. Prior to joining Sprott, he was a Managing Director and Portfolio Manager of Royce and held positions with Dominick & Dominick, Inc., WR Lazard & Laidlaw, Inc., Laidlaw, Adams & Peck, and Oppenheimer & Co. Inc. He holds a bachelor’s degree from Trinity College.
Recently his interview was published in “Value Investor Insight”. Kindly access to the below link for detailed interview:-
B. Entrepreneurial Diary
C. Other Stories
Some Mistakes…(AA)
Indian Banks – Lay of the Land (JN)
Making History By Doing Nothing (CF)
Growth Investing Vs Growth Revival (SW)
Indian Banking Sector – The Last Decade (IW)
Company and Competitive Analysis Tool (FN)
The Oracle of Dalal Street – Rakesh Jhunjhunwala (OI)
Bamboo Investing – The Rise of Phoenix in Stock Markets (TF)
Shyam Sekhar On Bamboo Investing Using Chinese Bamboo (IT)
Pricing Power: Delighting Customers Vs Mortgaging Your Moat (II)
Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) (YT)
The Trade of the Century: When George Soros Broke the British Pound (PE)
“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